Integration

Connect Capsule CRM to ConvertAPI PDF Tools

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

Capsule CRM8 triggersCapsule CRM62 actionsConvertAPI PDF Tools17 actions

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What do you want Capsule CRM and ConvertAPI PDF Tools 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.

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Everything your agent can do with Capsule CRM and ConvertAPI PDF Tools

Triggers and actions 8 triggers · 79 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
Advanced: Convert File
Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.
Action
Combine or Merge PDF Files
Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.
Action
Compress PDF
Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.
Action
Email to PDF
Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.
Action
Images to PDF
Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.
Action
Office to PDF
Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.
Action
PDF to DOCX
Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.
Action
PDF to PDF/A
Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.
Action
PDF to PNG
The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.
Action
PDF to PPTX
Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.
Action
PDF to XLSX
Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.
Action
Protect PDF
Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.
Action
Redact PDF
Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.
Action
Repair PDF
Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.
Action
WEB to JPG
Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.
Action
WEB to PDF
Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.
Action
WEB to PNG
Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

Each app on its own

The other way round: ConvertAPI PDF Tools to Capsule CRM