CRM

Connect Capsule CRM to Your AI Agents

Capsule CRM is a simple contact and sales-pipeline CRM designed for small and mid-sized businesses. Through this integration, WKIL agents can manage contacts, opportunities, and projects, track pipeline stages and milestones, log notes and tasks, and search across the account using an OAuth or API-key connection.

Authentication: OAuth 2.0

Build with Capsule CRM

What you can do

Manage contacts (parties), sales opportunities, and projects — create, update, delete, and search.
Track pipeline structure — boards, stages, pipelines, milestones, and lost reasons.
Log notes, tasks, and entries against a contact, opportunity, or project, and manage attachments and custom fields.
Run structured filter queries and search across parties, opportunities, and projects.

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

109 verified tools

Add Project Party

Tool to add a party (person or organisation) to a project in Capsule CRM.

Create Capsule CRM Category

Tool to create a new task category in Capsule CRM.

Create Custom Field Definition

Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM.

Create Entry

Tool to create a new note entry in Capsule CRM.

Create Lost Reason

Tool to create a new lost reason in Capsule CRM.

Create Capsule CRM Milestone

Tool to create a new milestone in Capsule CRM.

Create Opportunity

Tool to create a new opportunity in Capsule CRM.

Add Party to Opportunity

Tool to add a party (person or organisation) to an opportunity in Capsule CRM.

View all verified tools (search)

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Practical agent use cases

A sales workflow can have a WKIL agent create a new opportunity, attach the relevant party, and move it through pipeline stages as a deal progresses.
A support or ops agent can search for a contact by name and log a note entry summarizing a recent interaction.

How it works with WKIL

1
Choose the integration
Add Capsule CRM to your agent from inside the WKIL platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

What is Capsule CRM?

Capsule CRM is a simple contact and sales-pipeline CRM built for small and mid-sized businesses to track contacts, deals, and projects.

What does the Capsule CRM integration support?

The WKIL integration exposes 109 verified actions covering contacts (parties), opportunities, projects, pipeline structure (boards, stages, milestones), notes and tasks, custom fields, and search.

Does WKIL need access to a Capsule CRM account?

Yes. The integration requires OAuth or API-key authentication with Capsule CRM and should be scoped to the permissions your workflow needs.