Capsule CRM + TaskAGI
Automate your Capsule CRM workflows
Connect Capsule CRM to TaskAGI and automate contact management, opportunity tracking, and task creation. Save hours on repetitive CRM work each week.
Automate your Capsule CRM workflows
Connect Capsule CRM to TaskAGI and automate contact management, opportunity tracking, and task creation. Save hours on repetitive CRM work each week.
Actions you can perform with Capsule CRM
Retrieve people (contacts) from Capsule CRM
Create a new person (contact) in Capsule CRM
Update an existing person in Capsule CRM
Retrieve organisations from Capsule CRM
Create a new organisation in Capsule CRM
Retrieve opportunities from Capsule CRM
Create a new opportunity in Capsule CRM
Retrieve tasks from Capsule CRM
Create a new task in Capsule CRM
Retrieve entries (notes) from Capsule CRM
Create a new entry (note) in Capsule CRM
Search across people and organisations in Capsule CRM
Real-world automations you can build today
New contacts trigger automatic opportunity creation in Capsule with predefined details.
Update Capsule contacts in real-time when information changes in connected apps.
Create follow-up tasks automatically when opportunities reach specific stages.
Connect Capsule with email, forms, or other tools to build complete automation sequences.
Get started in minutes
Link your Capsule CRM account to TaskAGI using your API token.
Choose which CRM objects and operations to automate in your workflows.
Create automation rules—like 'when form submitted, create contact and opportunity'.
Turn on your workflow and watch Capsule CRM tasks run automatically.
Start building powerful AI agents that connect Capsule CRM with 365+ other apps.
Get Started Free
