# Capsule CRM AI integration on Definable

> Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

## What this connects

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

Vendor: https://capsulecrm.com

## Tools available

**109** tools available. First 12:

- `CAPSULE_CRM_ADD_PROJECT_PARTY` — 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.
- `CAPSULE_CRM_CREATE_CATEGORY` — 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.
- `CAPSULE_CRM_CREATE_CUSTOM_FIELD_DEFINITION` — 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.
- `CAPSULE_CRM_CREATE_ENTRY` — 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, opportunity, or project.
- `CAPSULE_CRM_CREATE_LOST_REASON` — 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 calculations.
- `CAPSULE_CRM_CREATE_MILESTONE` — 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.
- `CAPSULE_CRM_CREATE_OPPORTUNITY` — 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.
- `CAPSULE_CRM_CREATE_OPPORTUNITY_PARTY` — 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.
- `CAPSULE_CRM_CREATE_PARTY` — 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.
- `CAPSULE_CRM_CREATE_PROJECT` — 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.
- `CAPSULE_CRM_CREATE_STAGE` — 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.
- `CAPSULE_CRM_CREATE_TASK` — 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.

## Auth

Auth schemes: `OAUTH2`, `API_KEY`. Managed by Definable: `OAUTH2` — no client credentials required from the user.

## How agents use Capsule CRM

Inside a Definable workflow, Capsule CRM is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Capsule CRM** — the Researcher (GPT-5.5) pulls context from Capsule CRM (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Capsule CRM** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Capsule CRM (create record, post message, draft email).
- **Designer / Engineer → Distributor → Capsule CRM** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Capsule CRM (attach file, open PR comment, post status).

The Verifier checks every Capsule CRM call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- contact management — https://definable.ai/apps/category/contact-management/

## Related

- HTML page: https://definable.ai/apps/capsule_crm/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt