ceven

Capsule CRM

Syncs every contact, note, and opportunity into your operational workflows, automates follow up tasks based on pipeline shifts, and keeps your customer data clean across systems.

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Why use Ceven?

  1. AI native Capsule CRM integration

    • Describe the outcome and Ceven picks the right Capsule CRM calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Capsule CRM data, across all 109 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Capsule CRM access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Capsule CRM, when, and on whose behalf.
    • The agent pauses and asks when Capsule CRM is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Capsule CRM.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Capsule CRM action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Capsule CRM, and when to use it.

Create party
Use this when you have collected a person or organisation detail and need to add a new record to the CRM.
Update party
Modify specific fields of an existing person or organisation after confirming the record ID.
Delete party
Fully remove a person or organisation from the system after confirming no active references remain.
List parties
Fetch all contacts on the account with optional filters or embedded related data.
Run filter query
Execute structured filter queries on parties, opportunities or cases to find entities matching specific conditions.
List entries by date
Pull notes, emails, and completed party tasks in descending order to see the most recent activity first.
List organisation employees
Retrieve all employees linked to a specific organisation party to map out company hierarchy.
List projects
Pull a paginated or filtered view of projects and cases currently tracked in the system.
List tasks
Retrieve all tasks on the account with specific filters for priority or due date.
List users
Enumerate all users on the account for reporting, auditing, or task assignment purposes.
List deleted parties
Retrieve records of parties deleted since a specific date to keep external systems in sync.
List deleted opportunities
Identify opportunities that were deleted or restricted since a given date for audit trails.
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.
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."

14 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth 2.0 to connect to your Capsule CRM account. This means you never share your password with us. When you start the integration, you are redirected to the official Capsule login page where you grant specific permissions to Ceven. Once you approve, Capsule sends us a secure token that we use to make API calls on your behalf. We store these tokens using industry standard encryption. You can revoke this access at any time through your Capsule CRM settings under the API section, which immediately cuts off our ability to read or write data to your account.
Yes. Ceven uses the Run filter query and search actions to check for existing email addresses or organisation names before creating a new party. You can build a workflow that first searches for a party by email, and if no result is found, it proceeds to create the record. This prevents the common problem of duplicate entries that often plague CRM databases. The agent can also flag potential duplicates by comparing names and company domains across your contact list and notifying you to merge them manually within the Capsule interface.
Ceven is subject to the API rate limits imposed by Capsule CRM. Capsule typically enforces a limit on the number of requests per second to ensure system stability. If a workflow triggers a massive batch update or a full account sync, Ceven automatically implements a back off strategy, pausing requests and retrying them after a short delay to avoid being throttled. For users on the basic tier of Capsule, these limits are tighter than on the professional plans, so very large data migrations may take slightly longer to complete in the background.
Ceven can read and create entries such as notes and tasks. By using the List entries by date tool, the agent can scan the history of a contact to understand the context of a relationship before drafting a response. If you receive an email in another tool, Ceven can push a summary of that interaction into Capsule as a note, ensuring your CRM remains the source of truth. This means your team does not have to manually copy and paste conversation threads from your inbox into the party record.
Ceven provides specific tools to list deleted parties and opportunities. This is critical for teams that sync Capsule CRM with other databases or project management tools. Instead of just noticing a record is gone, Ceven can run a periodic check for deleted entities and then trigger a corresponding deletion or archival process in your other connected apps. This ensures that when a lead is removed from the CRM for compliance or data hygiene reasons, they are also removed from your marketing lists and reporting dashboards.
Absolutely. You can create workflows where certain triggers, such as a new lead entering a specific pipeline stage, automatically create a task in Capsule CRM and assign it to a specific user. Because Ceven can list all users on the account, it can dynamically map the correct team member to the task based on the territory or the product interest of the lead. This removes the need for a sales manager to manually assign every new lead, speeding up the response time for potential customers.
Yes, Ceven can interact with custom fields through the update party and create party actions. When the agent sends data to Capsule, it maps the values to the corresponding field IDs in your specific account configuration. If you have added custom fields for industry, lead score, or referral source, you can instruct Ceven to populate those fields based on data gathered from other tools. This allows you to maintain a highly structured dataset in Capsule CRM without requiring manual entry for every single custom attribute.
Security is built into every layer of the integration. We use encrypted tunnels for all data in transit and store your OAuth tokens in a secure vault. Ceven only accesses the data required to execute the specific workflow you have designed. We do not scrape your entire CRM for training purposes or share your customer data with third parties. Furthermore, because we use the official Capsule API, every action taken by the agent is logged within the CRM audit trail, so you can always see which changes were made and when they happened.

Alternatives to Capsule CRM

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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