Beyond-Bot.ai + capsule_crm

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

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to capsule_crm.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in capsule_crm.

Trigger Workflows

Start automated workflows in capsule_crm based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within capsule_crm.

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.

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.

List Deleted Opportunities

Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.

List Deleted Parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

List Entries By Date

Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.

List Organisation Employees

Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

List Parties

Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

List Tasks

Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.

List Users

Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.

Run Filter Query

Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.

Update Capsule Crm Party

Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."