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Display Capsule CRM information to an Aircall agent as an insight card

Display Capsule CRM information to an Aircall agent as an insight card

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Every time a new inbound or outbound Aircall call is created, an Aircall agent will see the insight card about the caller or the callee with the information from Capsule CRM.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Capsule CRM
Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action
Capsule CRM
Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action
Aircall
Archive a Call

Archives a call.

Action
Aircall
Comment a Call

Adds a comment to a call.

Action
Capsule CRM
Create a Case

Creates a new case.

Action
Aircall
Create a Contact

Creates a contact.

Action
Capsule CRM
Create a Custom Field

Creates a new party, opportunity or case custom field.

Action
Capsule CRM
Create a Milestone

Creates a new opportunity milestone.

Action
Capsule CRM
Create a Party

Creates a new party.

Action

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