Capsule CRM
Connect it
In Keystile Automations → Connections → New connection, choose Capsule CRM and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
Try it from your AI tool
Using Keystile, in Capsule CRM: find contact (Find a Person by search criteria).What it can do (10 actions)
| Action | What it does | Changes data |
|---|---|---|
| Add Note to Entity | Add a comment/note to an entity (e.g., contact, opportunity, project). | Yes |
| Create Contact | Create a new Person or Organisation in Capsule CRM. | Yes |
| Create Opportunity | Create a new Opportunity in Capsule CRM. | Yes |
| Create Project | Create a new Project in Capsule CRM. | Yes |
| Create Task | Create a new Task in Capsule CRM. | Yes |
| Find Contact | Find a Person by search criteria. | |
| Find Opportunity | Find an Opportunity by search criteria. | |
| Find Project | Find a Project by search criteria. | |
| Update Contact | Update fields on an existing Person or Organisation. | Yes |
| Update Opportunity | Update an existing Opportunity in Capsule CRM. | Yes |
Start a workflow when… (4 triggers)
- New Case — Fires when a new case (project) is created in Capsule CRM.
- New Opportunity — Fires when a new opportunity is created.
- New Task — Fires when a new task is created.
- New Project — Fires when a project is created.
How Keystile protects it
Every Capsule CRM action is checked before it runs, whether it comes from an AI tool or a workflow. 7 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Capsule CRM with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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