Connect Capsule CRM and Gmail

Both apps 113Capsule CRM 70Gmail 43

• 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, 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

• Trigger
  Email Sent

  Fires when an email is sent from the mailbox (optionally filtered by query).

• Trigger
  New Gmail Message

  Fires when a new email arrives (optionally filtered by query/labels).

• Action
  Add Label To Email

  Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

• Action
  Batch Delete Messages

  Tool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRASH instead when reversibility may be needed. Always obtain explicit user confirmation and verify a sample of message IDs before executing. High-volume calls may trigger 429 rateLimitExceeded or 403 userRateLimitExceeded errors; apply exponential backoff.

• Action
  Batch Modify Messages

  Modify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLimitExceeded or 403 userRateLimitExceeded; apply exponential backoff.

• Action
  Create Email Draft

  Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

• Action
  Create Label

  Creates a new label with a unique name in the specified user's gmail account.

• Action
  Delete Draft

  Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

• Action
  Delete Label

  Permanently DELETES a user-created Gmail label from the account (not from a message). WARNING: This action DELETES the label definition itself, removing it from all messages. System labels (INBOX, SENT, UNREAD, etc.) cannot be deleted. To add/remove labels from specific messages, use GMAIL_ADD_LABEL_TO_EMAIL action instead.

• Action
  Delete Message

  Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

• Action
  Delete Thread

  Tool to immediately and permanently delete a specified thread and all its messages. This operation cannot be undone. Use threads.trash instead for reversible deletion.

• Action
  Fetch Emails

  Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

• Action
  Fetch Message By Message Id

  Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

• Action
  Fetch Message By Thread Id

  Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

• Action
  Forward Message

  Forward an existing Gmail message to specified recipients, preserving original body and attachments. Verify recipients and content before forwarding to avoid unintended exposure. Bulk forwarding may trigger 429/5xx rate limits; keep concurrency to 5–10 and apply backoff. Messages near Gmail's size limits may fail; reconstruct a smaller draft if needed.

• Action
  Get Attachment

  Retrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids.

• Action
  Get Contacts

  Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.

• Action
  Get Draft

  Retrieves a single Gmail draft by its ID. Use this to fetch and inspect draft content before sending via GMAIL_SEND_DRAFT. The format parameter controls the level of detail returned.

• Action
  Get Filter

  Tool to retrieve a specific Gmail filter by its ID. Use when you need to inspect the criteria and actions of an existing filter.

• Action
  Get Label

  Gets details for a specified Gmail label. Use this to retrieve label information including name, type, visibility settings, message/thread counts, and color.

• Action
  Get People

  Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.

• Action
  Get Profile

  Retrieves key gmail profile information (email address, message/thread totals, history id) for a user.

• Action
  Import Message

  Tool to import a message into the user's mailbox with standard email delivery scanning and classification. Use when you need to add an existing email to a Gmail account without sending it through SMTP. This method doesn't perform SPF checks, so it might not work for some spam messages.

• Action
  Insert Message

  Tool to insert a message into the user's mailbox similar to IMAP APPEND. Use when you need to add an email directly to a mailbox bypassing most scanning and classification. This does not send a message.

• Action
  List Drafts

  Retrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp.

• Action
  List History

  Tool to list Gmail mailbox change history since a known startHistoryId. Use for incremental mailbox syncs. Persist the latest historyId as a checkpoint across sessions; without it, incremental sync is unreliable. An empty history list in the response is valid and means no new changes occurred.

• Action
  List Labels

  Retrieves a list of all system and user-created labels for the specified gmail account.

• Action
  List Smime Info

  Lists S/MIME configs for the specified send-as alias. Use when you need to retrieve all S/MIME certificate configurations associated with a specific send-as email address.

• Action
  List Threads

  Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.

• Action
  Modify Thread Labels

  Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.

• Action
  Move Thread To Trash

  Moves the specified thread to the trash. Any messages that belong to the thread are also moved to the trash.

• Action
  Move To Trash

  Moves an existing, non-deleted email message to the trash for the specified user.

• Action
  Patch Label

  Patches the specified label.

• Action
  Remove Label

  Permanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels.

• Action
  Reply To Thread

  Sends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.

• Action
  Search People

  Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.

• Action
  Send Draft

  Sends the specified, existing draft to the recipients in the to, cc, and bcc headers.

• Action
  Send Email

  Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.

• Action
  Settings Send As Get

  Tool to retrieve a specific send-as alias configuration for a Gmail user. Use when you need to get details about a send-as email address including display name, signature, SMTP settings, and verification status. Fails with HTTP 404 if the specified address is not a member of the send-as collection.

• Action
  Untrash Message

  Tool to remove a message from trash in Gmail. Use when you need to restore a previously trashed email message.

• Action
  Untrash Thread

  Tool to remove a thread from trash in Gmail. Use when you need to restore a deleted thread and its messages.

• Action
  Update Draft

  Updates (replaces) an existing Gmail draft's content in-place by draft ID. This action replaces the entire draft content with the new message - it does not patch individual fields. All fields are optional; if not provided, you should provide complete draft content to avoid data loss.

• Action
  Update Label

  Tool to update the properties of an existing Gmail label. Use when you need to modify label name, visibility settings, or color.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.