Capsule CRM Help & Support

Supported Triggers#

• New or Updated Contact - Triggers when a given action is performed on a Contact.
• New or Updated Opportunity - Triggers when a given action is performed on an Opportunity.
• New or Updated Task - Triggers when a given action is performed on a Task.
• New or Updated Case - Triggers when a given action is performed on a Case.

Supported Actions#

• Create Case - Creates a new Case.
• Create Task - Creates a new Task.
• Add Note to Entity - Adds a Note to an Entity.
• Create Contact - Creates a new Person / Organisation.
• Add Tag to Entity - Adds a Tag to an Entity.
• Create Opportunity - Creates a new Opportunity.

About the Capsule CRM Integration#

• Admin/owner permissions: Non-admin Capsule CRM user can integrate with Zapier but is limited to the scope assigned to their account (i.e. updating records that don't belong to them
• Paid/versioned account: Both Free and Paid Capsule CRM plans can integrate with Zapier
• Custom field support: Supported for the actions but not yet for most triggers
• Partner’s Documentation: https://capsulecrm.com/support/zapier-integration/

Connecting with Capsule CRM#

To get started with Capsule, first click to connect a Capsule account in your zap.

This brings up a form where you fill in your account details. First you will name the account. It can be named anything you want; it is only used to help you identify the account inside of Zapier. Next, provide the URL you use to login to Capsule.

To find your API Auth Token inside of Capsule, first go to your preferences.

Then click the API Auth Token link in the menu on the right.

Your key is prominently displayed in the box.

When you are finished, you will now have your Capsule account connected!

Received an error about missing Party id or email#

Several of the actions in Capsule have a couple form fields that look like this:

To successfully use these actions, your Zap needs to fill in one of those two fields (if you fill in both, the email will be used). Most of the time you will want to use the email field since it is unlikely your trigger will have the id generated by Capsule.

Simply map an email address field from your trigger that corresponds to the person or organization email address in Capsule, and you will be all set!

When sending date strings from Capsule, some return null data.#

Tasks can populate with dueDate or dueDateTime keys, depending on the details of how the task was created/what type of task you are using.

You can use the Formatter tool to Pick From A List to mitigate this:

'Invalid value for custom field' error on 'Create Contact' action#

There's a 250 character limit on custom text fields in Capsule CRM.

To resolve this, you can remove this value and map it into the 'About' field which has a higher character limit. Or follow up the ‘Create Contact’ action with an ‘Add Note’ action, and then add the content into a new note.

Some of my custom fields don't show up on the Create Contact action#

Please check if whether it's a custom field set here: https://YOURDOMAIN.capsulecrm.com/settings/customfields/party or whether it's associated with a DataTag here: https://YOUR DOMAIN.capsulecrm.com/settings/tags/party

If it is a DataTag, we can't retrieve it because CapsuleCRM only loads those custom fields when the associated party tag is chosen on the contact record (in other words, because no tag is set on an empty contact, we can't bring those fields in).

DataTags look like this:

These fields need to be recreated as Custom Fields, like so:

Once they're set as Custom Fields (and not DataTag Custom Fields), they will appear on the Create Contact step.