Integration

Connect Capsule CRM to Botdog

When something happens in Capsule CRM, your agent does the next thing in Botdog. Describe it in plain language and the automation is built, tested on every branch and kept running.

Capsule CRM8 triggersCapsule CRM62 actionsBotdog30 actions

Browse all apps

Build it

What do you want Capsule CRM and Botdog to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Capsule CRM and Botdog

Triggers and actions 8 triggers · 92 actions

Trigger
List projects
list projects (cases/kases), surfacing new ones over time
Trigger
List tasks
list tasks, surfacing new ones over time
Trigger
New case
Polls for newly created cases in Capsule CRM.
Trigger
New opportunity
Polls for newly created opportunities in Capsule CRM.
Trigger
New organization
Polls for newly created organizations in Capsule CRM.
Trigger
New person
Polls for newly created people in Capsule CRM.
Trigger
New task
Polls for newly created tasks in Capsule CRM.
Trigger
New user
Polls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunity
add an additional party to an opportunity
Action
Add Task
Add a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.
Action
Complete a task
Marks a task as completed in Capsule CRM.
Action
Create a case
Creates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organization
This action creates a new task for the specified organization.
Action
Create an open case for organization
This action creates a new open case for the specified organization.
Action
Create an open case for person
This action creates a new open case for the specified person.
Action
Create an organization
Creates a new organization party in Capsule CRM.
Action
Create a note
Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a person
Creates a new person party in Capsule CRM.
Action
Create a tag for organization
This action creates a new tag for the specified organization.
Action
Create a tag for person
This action creates a new tag for the specified person.
Action
Create entry
create an activity entry
Action
Create opportunity
create an opportunity
Action
Create party
create a party (person or organization)
Action
Create project
create a project (case)
Action
Create tag
create a tag for an entity type
Action
Delete a party
Deletes a party by id in Capsule CRM.
Action
Delete entry
delete an activity entry
Action
Delete opportunity
delete an opportunity
Action
Delete project
delete a project
Action
Delete tag
delete a tag
Action
Delete task
delete a task
Action
Get Party
Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
Action
List additional parties for opportunity
list additional parties on an opportunity
Action
List cases
Lists cases (kases) in Capsule CRM.
Action
List deleted opportunities
list deleted opportunities
Action
List deleted parties
list deleted parties
Action
List deleted projects
list deleted projects
Action
List employees of party
list people employed at an organization party
Action
List entries by date
list activity entries by date
Action
List entries for entity
list activity entries for a party/opportunity/project
Action
List opportunities
Lists sales opportunities in Capsule CRM.
Action
List opportunities by party
list opportunities for a party
Action
List parties
Lists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunity
list projects associated with an opportunity
Action
List projects by party
list projects for a party
Action
List tags
list tags for an entity type
Action
List teams
list teams
Action
List tracks for entity
list tracks for an entity
Action
List users
list users
Action
Remove additional party from opportunity
remove an additional party from an opportunity
Action
Run filter query
run a saved/ad-hoc filter query for an entity
Action
Search opportunities
search opportunities
Action
Search parties
Searches parties by a free-text query in Capsule CRM.
Action
Search projects
search projects
Action
Show current user
get the authenticated user
Action
Show entry
retrieve an activity entry by ID
Action
Show opportunity
retrieve an opportunity by ID
Action
Show project
retrieve a project by ID
Action
Show site config
get account/site configuration
Action
Show tag
retrieve a tag by ID
Action
Show task
retrieve a task by ID
Action
Show user
retrieve a user by ID
Action
Update entry
update an activity entry
Action
Update opportunity
update an opportunity
Action
Update party
update a party
Action
Update project
update a project
Action
Update tag
update a tag
Action
Update task
update a task
Action
Update user
update a user
Action
Upload attachment
upload an attachment
Action
Add blacklist
Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
Action
Add campaign
Creates a new outreach campaign in Botdog, optionally with a start and end date.
Action
Add Contact to a Campaign
Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
Action
Add leads to blacklist
Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
Action
Add leads to campaign
Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
Action
Add leads to list
Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
Action
Add list
Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
Action
Add snippet
Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
Action
Archive campaign
Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
Action
Delete campaign
Deletes a Botdog campaign. It disappears immediately and is removed in the background.
Action
Delete snippet
Deletes one of your own message snippets in Botdog.
Action
Get campaign
Returns one Botdog campaign by id, with its name, status, owner and schedule.
Action
Get campaign sequence
Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
Action
Get campaign statistics
Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
Action
Get lead
Returns one lead by id, including profile details, campaign status and the lead's full event history.
Action
Get list
Returns one Botdog lead list by id, with its name and lead count.
Action
List campaign leads
Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
Action
List campaigns
Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.
Action
List leads
Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
Action
List leads in list
Returns the leads in a Botdog lead list.
Action
List paused campaign activities
Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
Action
List snippets
Returns the message snippets visible to the connected Botdog user, both personal and team-shared.
Action
Pause campaign activities
Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
Action
Remove leads from blacklist
Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
Action
Remove leads from list
Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
Action
Resume campaign activities
Resumes specific activity types on a Botdog campaign that were paused individually.
Action
Stop lead
Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
Action
Update campaign
Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
Action
Update lead
Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
Action
Update snippet
Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.

Each app on its own

The other way round: Botdog to Capsule CRM