Capsule CRM for Workflows

Streamline Your Sales and Project Management

Capsule CRM for Workflows enhances your customer relationship management with 41 powerful actions and 8 real-time triggers. Whether you're managing tasks, projects, opportunities, or custom fields, this app ensures seamless automation and efficiency in your CRM processes.

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CRM Automation Toolkit

Real-Time Triggers

Sales Alignment

Contact Management

Detailed Information

Actions

Create Task

Add new tasks to your workflow for better organization.

Get Task

Retrieve specific tasks to track progress.

Update Task

Update Task: Modify existing tasks to reflect changes.

Delete Task

Remove outdated or completed tasks.

Create Project

Set up new projects effortlessly.

Get Project

Fetch details of a project for tracking.

Detailed Information

Triggers

Opportunity Created

Trigger workflows when a new opportunity is added.

Opportunity Updated

Automate actions when an opportunity is modified.

Project Created

Initiate workflows when a new project is created.

Project Updated

Automate follow-ups when project details change.

Detailed Information

Use Cases

Automate Sales Pipeline Management

Automatically create opportunities, assign them to sales reps, and trigger follow-up tasks when new leads are added.

Keep Projects on Track

Ensure smooth project management with automated milestone updates and task tracking.

Enhance Customer Relationships

Use triggers to log customer interactions, update contacts, and track communication history seamlessly.

Tag and Categorize for Better Segmentation

Automatically assign tags to opportunities, tasks, and projects to improve filtering and reporting.

Capsule CRM for Workflows

Why Choose Capsule CRM for Workflows?

All-in-One CRM Automation
Streamline everything from sales opportunities to task and milestone management with 41 versatile actions built for end-to-end CRM control.
Real-Time Workflow Triggers
React instantly to sales or project changes with 8 powerful triggers that keep your workflows responsive and your team aligned.
Customizable & Scalable
Tailor your CRM experience using custom fields, tags, and tracks—perfect for agencies that need flexibility and structured growth.

Apps Installation and Integration

Custom Actions

Create Task

Get Task

Delete Task

Create Project

Create Opportunity

Create Tag

Create Custom Field

Create Milestone

Create Track

Create Party

Create Task Category

Create Entry

Delete Tag

Delete Task Category

Delete Opportunity

Show Party

Show Tag

Show Task Category

Show Entry

Show Opportunity

Update Milestone

Update Opportunit

Find Milestone

Get Project

Add additional party

Update Party

Delete Party

Update Project

Delete Project

Update Task

Delete Milestone

Show track

Update Ta

Update Custom Field

Delete Custom Field

Get Custom Field

Update Entry

Delete Entr

Update Track

Delete Track

Update Task Category

Get Customer Email

Custom Triggers

Opportunity Created

Opportunity Updated

Project Created

Project Updated

Task Created

Task Updated

Party Create

Party Updated

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Official GHL Developer Partner

We are honoured to be one of the first three Official GoHigh Level Developer partners.

Our high involvement with the app marketplace, and commitment to developing the best apps from day 1, saw us recognised by GHL as an official global developer partner.

We have frequent communications with the GHL dev team giving us a platform to bring your requests to their attention. Not only that, but early access to upcoming features means our apps will always work with any new GHL product.