CapScout Integrations
BetaPut CapScout to work with AI and enterprise-grade automation
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Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Is Engaged
Triggers when a client keeps coming back to their reports.
Try ItTriggerInstant - Contact Stage Changed
Triggers when a contact moves stage: new lead, contacted, active, under contract, closed, owner.
Try ItTriggerInstant - New Homes Match a Buy Box
Triggers when new homes fit a client's buy box: the count and the box, with a link to review them.
Try ItTriggerInstant - New Lead
Triggers when a lead comes in: a branded report, your intake form, a portal email or the API.
Try ItTriggerInstant
- Client Answered on a Home
Triggers when a client says yes, maybe or no to a home you sent, with the reason they gave.
Try ItTriggerInstant - Deal Moved
Triggers when a deal moves on the pipeline, from watching to closed.
Try ItTriggerInstant - New Contact
Triggers when someone is added to the book. A CSV import stays quiet.
Try ItTriggerInstant - Report Sent
Triggers when an investment report is shared with a client.
Try ItTriggerInstant
For builders
Let your AI safely access CapScout
Go beyond Zap workflows. Install Zapier in your AI to call CapScout actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
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Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose CapScout actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a CapScout connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "capscout", owner: "me" });
await zapier.runAction({
app: 'capscout',
action: 'create_contact',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
CapScout Help & Support
Common questions
Related categories