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Zapier makes it easy to integrate Capsule CRM with intelliHR - no code necessary. See how you can get setup in minutes.
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Capsule CRM
Capsule CRM
1. Choose trigger event
intelliHR
intelliHR
2. Choose action
1. Select the event
Setup
Test
Capsule CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.
Add your action
An action happens after the trigger—such as "Create Business Unit" in intelliHR.
You’re connected!
Zapier seamlessly connects Capsule CRM and intelliHR, automating your workflow.
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.
Create a new record or update an existing record in your app.
Entity Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Website
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pipeline
Required
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search using
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search using
Required
Contact
Required
Name
Required
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search using
Required
Type
Required
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Website
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Job Update Scheduled
Triggers when a new Job update is scheduled via the job update screen.
Create a new record or update an existing record in your app.
Employee Number
First Name
Preferred Name
Middle Name
Last Name
Required
Primary Email Address
Primary Phone Number
Gender
Date of Birth
Emergency Contact Email
Emergency Contact Name
Emergency Contact Phone Number
Emergency Contact Relationship
UserDescription
Is Enabled
Username
Send Welcome Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Completion Date
Required
Name
Required
PersonDescription
ID
Name
Primary Email Address
Employee Number
Auto Incrementing intelliHR ID
Job ID
CoordinatorPersonDescription
ID
Name
Primary Email Address
Employee Number
Auto Incrementing intelliHR ID
ProviderDescription
ID
Name
TypeDescription
ID
Name
Hours
Cost
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
JobRecordSearchDescription
Job ID
Position Title
Person ID
Person Name
Primary Email
Employee Number
Auto Incrementing intelliHR ID
End Date
Should Not Finalise End Date
Should Retain User Account
Turnover Type
Turnover Reason
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
JobRecordSearchDescription
Job ID
Position Title
Person ID
Person Name
Primary Email
Employee Number
Auto Incrementing intelliHR ID
Effective From
Required
Effective To
BusinessEntityDescription
ID
Name
Legal Name
Number
BusinessUnitDescription
ID
Name
Position Title
LocationDescription
ID
Name
Address
WorkTypeDescription
ID
Name
WorkClassDescription
ID
Name
FTE
PayGradeDescription
ID
Code
Name
SupervisorPersonDescription
ID
Name
Primary Email Address
Employee Number
Auto Incrementing intelliHR ID
SupervisorJobDescription
ID
Name
Type
Pay Cycle
Currency
Hours Per Cycle
Base Annual Salary
Base Hourly Rate
AdditionsToBaseDescription
AdditionsToBaseNames
AdditionsToBaseTypes
AdditionsToBaseValues
AdditionsToBaseCurrencies
AdditionsToBaseDefaultRemunerationComponentIds
AdditionsToBaseDefaultRemunerationComponentNames
AdditionsToTotalDescription
AdditionsToTotalNames
AdditionsToTotalTypes
AdditionsToTotalValues
AdditionsToTotalCurrencies
AdditionsToTotalDefaultRemunerationComponentIds
AdditionsToTotalDefaultRemunerationComponentNames
BreakdownsDescription
BreakdownsNames
BreakdownsTypes
BreakdownsValues
BreakdownsCurrencies
BreakdownsDefaultRemunerationComponentIds
BreakdownsDefaultRemunerationComponentNames
EmploymentConditionDescription
ID
Name
Award Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Required
Username
Is Enabled
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PersonDescription
ID
Name
Primary Email Address
Employee Number
Auto Incrementing intelliHR ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Capsule CRM and intelliHR with AI agents and code
Beyond Zap workflows. Call Capsule CRM and intelliHR actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Capsule CRM and intelliHR actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Project
Create Business Unit
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Capsule CRM and intelliHR to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your Capsule CRM to intelliHR integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
