How do I connect Capsule crm to Operator?

Connecting Capsule crm is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Capsule crm and you never reauthorize by hand.

Can my agent keep my Capsule crm records up to date?

Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Capsule crm stays current without the manual data entry.

Do I need to write code or manage Capsule crm API keys?

No. Operator manages the Capsule crm connection and token refresh, so there are no API keys to paste and nothing to deploy.

Can my agent use Capsule crm together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Capsule crm and tools like Hubspot, Salesforce, Pipedrive in one job, reading from one and acting in another without you wiring anything between them.

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Connect Capsule crm to OpenClaw on Operator.io

Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.

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Automate Capsule crm with AI

Operator puts an OpenClaw agent in front of Capsule crm. You describe the job from Telegram or Discord and it handles the rest inside Capsule crm, picking the right calls from the 109 Capsule crm actions and checking its own work as it goes.

Your agent reaches Capsule crm directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Capsule crm

Your agent can call any of these Capsule crm actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

Add Project Party

Tool to add a party (person or organisation) to a project in Capsule CRM. Use when you need to associate an additional contact with a specific project beyond the primary assigned party.

Create Capsule CRM Category

Tool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.

Create Custom Field Definition

Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.

Create Entry

Tool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, oppo...

Create Lost Reason

Tool to create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conversion rate...

Create Capsule CRM Milestone

Tool to create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.

Create Opportunity

Tool to create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.

Add Party to Opportunity

Tool to add a party (person or organisation) to an opportunity in Capsule CRM. Use when you need to associate an additional party with an existing opportunity.

Create Capsule CRM Party

Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.

Create Project

Tool to create a new project (case) in Capsule CRM. Use when you need to create a project associated with a party (person or organisation) to track work or engagements.

Create Stage

Tool to create a new stage in a board in Capsule CRM. Use when you need to add a new workflow stage to an existing board with a specific display order.

Create Task

Tool to create a new task in Capsule CRM. Use when you need to add a task with a description and due date, optionally linking it to parties, opportunities, or projects.

Create Capsule CRM Title

Tool to create a new custom person title in Capsule CRM. Use when you need to add a new title option (e.g., 'Madam', 'Sir', 'Dr') for person records.

Create Track

Tool to create a new track in Capsule CRM by applying a track definition to a project or opportunity. Use when you need to apply a predefined sequence of tasks to a specific entity.

Create Track Definition

Tool to create a new track definition in Capsule CRM. Use when you need to define a reusable sequence of tasks for business processes that can be applied to opportunities or projects.

Delete Board

Tool to delete (archive) a specific board in Capsule CRM. Use when you need to remove a board that is no longer needed.

Delete Category

Tool to delete a category from Capsule CRM. Use when you need to remove a category that is no longer needed.

Delete Custom Field Definition

Tool to delete a custom field definition from an entity type in Capsule CRM. This removes the field value from any parties, opportunities, or projects it was assigned to. Use when you need to permanently remove a custom field definition.

Delete Entity Tag

Tool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to remove a specific tag from all entities of a given type.

Delete Entry

Tool to delete an entry (note, email, or task) from Capsule CRM. Use when you need to remove an entry by its ID.

Delete Lost Reason

Tool to delete a lost reason from Capsule CRM. The deleted reason remains available for historical reporting but cannot be assigned to new opportunities.

Delete Milestone

Tool to delete a specific milestone from Capsule CRM. Use when you need to remove a milestone that is no longer needed. Note: Cannot delete a milestone while it is being used on an opportunity.

Delete Opportunity

Tool to delete an opportunity from Capsule CRM. The opportunity can be restored within 30 days via the web interface. Use when you need to remove an opportunity.

Delete Opportunity Party

Tool to remove a party (person or organisation) from an opportunity in Capsule CRM. Use when you need to disassociate a contact from a specific opportunity.

Delete Party

Tool to fully delete a specific party (person or organisation) from Capsule CRM. Use when you need to completely remove a party after confirming no active references remain.

Delete Project

Tool to delete a project (case) from Capsule CRM. The project can be restored within 30 days via the web interface. Use when you need to remove a project.

Delete Project Party

Tool to remove a party (person or organisation) from a project in Capsule CRM. Use when you need to disassociate a contact from a specific project.

Delete Stage

Tool to delete a specific stage from a board in Capsule CRM. Use when you need to remove a stage that is no longer needed. Note: Cannot delete a stage while it is being used by open projects.

Delete Task

Tool to delete a specific task from Capsule CRM. Use when you need to remove a task by its ID.

Delete Title

Tool to delete a specific title from Capsule CRM. Use when you need to remove a title that is no longer needed.

Delete Track

Tool to delete a specific track from Capsule CRM. Use when you need to remove a track that is no longer needed.

Delete Track Definition

Tool to delete a specific track definition from Capsule CRM. Use when you need to remove a track definition that is no longer needed.

Get Activity Type

Tool to get a specific activity type by ID. Use when you need to retrieve details about a particular activity type including its name, icon, and whether it updates the last contacted date.

Get Attachment

Tool to retrieve a specific attachment by ID from Capsule CRM. Returns the file content along with metadata (filename, content type). Use when you need to download an attachment that is associated with an entry (note, email, or completed...

Get Board

Tool to get a specific board by ID from Capsule CRM. Use when you need to retrieve details of a particular board including its name, description, and timestamps.

Get Category

Tool to get a specific category by ID. Use when you need to retrieve details of a particular category including its name and colour.

Get Current User

Tool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Use when you need to identify the current user or access their preference...

Get Custom Field Definition

Tool to get a specific custom field definition by ID from Capsule CRM. Use when you need to retrieve details about a custom field including its type, options, and configuration.

Get Entity Tag

Tool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need details about a specific tag associated with an entity type.

Get Entry

Tool to retrieve a specific entry by ID. Use when you need to fetch details of a note, email, or task entry.

Get Lost Reason

Tool to retrieve a specific lost reason by ID from Capsule CRM. Use when you need details about a particular lost reason, such as its name or conversion tracking status.

Get Milestone

Tool to get a specific milestone by ID from Capsule CRM. Use when you need to retrieve details of a particular milestone including its name, description, completion status, and probability.

Get Opportunity

Tool to retrieve a specific opportunity by its ID from Capsule CRM. Use when you need detailed information about a single opportunity including value, milestone, and associated parties.

Get Pipeline

Tool to get a specific pipeline by ID from Capsule CRM. Use when you need to retrieve details of a particular pipeline including its name, description, and timestamps.

Get Project

Tool to retrieve a specific project (case) by its ID from Capsule CRM. Use when you need detailed information about a single project.

Get Stage

Tool to get a specific stage by ID from Capsule CRM. Use when you need to retrieve details of a particular stage including its name, description, board, and display order.

Get Task

Tool to get a specific task by ID. Use when you need to retrieve full details of a task including description, due date, status, and associations.

Get Track

Tool to get a specific track by ID. Use when you need to retrieve details of a track including its description, date, direction, and optionally its associated tasks.

Plus 61 more Capsule crm actions your agent can call.

How to connect Capsule crm

You authorize Capsule crm once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Capsule crm without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Capsule crm

How do I connect Capsule crm to Operator?: Connecting Capsule crm is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Capsule crm and you never reauthorize by hand.
Can my agent keep my Capsule crm records up to date?: Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Capsule crm stays current without the manual data entry.
Do I need to write code or manage Capsule crm API keys?: No. Operator manages the Capsule crm connection and token refresh, so there are no API keys to paste and nothing to deploy.
Can my agent use Capsule crm together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Capsule crm and tools like Hubspot, Salesforce, Pipedrive in one job, reading from one and acting in another without you wiring anything between them.