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Capsule CRM
Capsule CRM
1. Choose trigger event
JobAdder
JobAdder
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 "Add Candidate to Job" in JobAdder.
You’re connected!
Zapier seamlessly connects Capsule CRM and JobAdder, 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 Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Create a new record or update an existing record in your app.
Application ID
Required
Note Type
Required
Note Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Candidate ID
Required
Note Type
Required
Note Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Note Type
Required
Note Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company Name
Required
Status
Owner
LinkedIn
Facebook
Twitter
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Job Title
Required
Job Description
Work Type
Required
Number of Jobs
Job Owner
Required
Job Source
Status
Location
Company
Recruiter/s
Amount
Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Start At
Required
End At
Required
All Day
Priority
Assignee/s
Required
Primary Record Type
Required
Primary Record ID
Required
Associated Applications
Associated Candidates
Associated Companies
Associated Contacts
Associated Jobs
Associated Placements
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Placement ID
Required
Note Type
Required
Note Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Candidate ID
Required
First Name
Last Name
Email
Salutation
Mobile
Phone
Date of Birth
Emergency Contact
Emergency Phone
Unsubscribed
Candidate Status
Candidate Internal Rating
Candidate Summary
Seeking?
Recruiter/s
Street Line 1
Street Line 2
City
State
Postal Code
Country Code (Alpha-2)
LinkedIn
Facebook
Twitter
Employer
Positon
Work Type
Salary Rate Per
Salary Rate
Position
Work Type
Salary Rate Per
Minimum Salary Rate
Maximum Salary Rate
Immediately?
Relative Unit
Relative Period
From Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Candidate ID
Required
Categories
Sub Categories
Skills
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Attachment ID
Required
Document Type
Document Category
Expiry Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Categories
Sub Categories
Skills
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Placement ID
Required
Job Title
Required
Contact ID
Summary
Placement Status
Payment Type
Start Date
End Date
Award
Industry Code
Fee Split
Salary Base
Superannuation
Salary Total
Fee
Rate Per
Hours Per Week
Days Per Week
Client Rate
Candidate Rate
On Costs Type
On Costs
Net Margin
Billing Contact ID
Billing Address ID
Billing Email
Order Reference
Invoice Reference
Terms
Due Date
Recruiter User IDs
Recruiter Fee Splits
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Candidate ID
Email
Find Full Name
Find Mobile
Action
This is an event a Zap performs.
Search
Find existing data in your app
Contact ID
Email
Find Full Name
Find Company ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Placement ID
Candidate Full Name
Candidate ID
Company Full Name
Company ID
Placement Approved?
Placement Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Candidate ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Company ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Job Order ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Candidate ID
Email
Required
Find Full Name
Find Mobile
First Name
Required
Last Name
Required
Salutation
Mobile
Phone
Date of Birth
Emergency Contact
Emergency Phone
Unsubscribed
Candidate Source
Candidate Status
Candidate Internal Rating
Candidate Summary
Recruiter/s
Street Line 1
Street Line 2
City
State
Postcode
Country Code (Alpha-2)
LinkedIn
Facebook
Twitter
Employer
Position
Work Type
Salary Rate Per
Salary Rate
Position
Work Type
Salary Rate Per
Minimum Salary Rate
Maximum Salary Rate
Immediately?
Relative Unit
Relative Period
From Date
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
Contact ID
Email
Required
Find Full Name
Find Company ID
First Name
Required
Last Name
Required
Phone
Mobile
Unsubscribed
Salutation
Status
Company
Position
Owner
LinkedIn
Facebook
Twitter
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
For AI agents & developers
Use Capsule CRM and JobAdder with AI agents and code
Beyond Zap workflows. Call Capsule CRM and JobAdder 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 JobAdder actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Project
Add Candidate to Job
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 who say using Zapier has made them better at their job
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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 JobAdder 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.
Learn how to automate JobAdder on the Zapier blog
Make work flow with AI
Level up your Capsule CRM to JobAdder 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.