Integration

Connect Capsule CRM to OnceHub

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

Capsule CRM8 triggersCapsule CRM62 actionsOnceHub15 triggersOnceHub17 actions

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What do you want Capsule CRM and OnceHub 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 OnceHub

Triggers and actions 23 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
Trigger
Booking Canceled
Triggers when a OnceHub booking is canceled by the customer or by someone on your team.
Trigger
Booking Cancelled and Rescheduled
Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.
Trigger
Booking Completed
Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.
Trigger
Booking Lifecycle Event
Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.
Trigger
Booking No-Show
Triggers when a OnceHub booking is marked as a no-show.
Trigger
Booking Rescheduled
Triggers when a OnceHub booking is rescheduled to a new time.
Trigger
Booking Scheduled
Triggers when a new OnceHub booking is scheduled.
Trigger
Contact Captured
Triggers when a new contact is captured in OnceHub.
Trigger
Contact Lifecycle Event
Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.
Trigger
Contact Updated
Triggers when an existing OnceHub contact is updated.
Trigger
Conversation Abandoned
Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.
Trigger
Conversation Closed
Triggers when a OnceHub chatbot conversation is closed.
Trigger
Conversation Lifecycle Event
Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.
Trigger
Conversation Started
Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.
Trigger
Reassigned Booking
Triggers when a OnceHub booking is reassigned to a different host.
Action
Cancel Booking
Cancels a OnceHub booking, optionally with a reason and without emailing the customer.
Action
Create Contact
Creates a new contact in OnceHub. Give at least an email address or a mobile number.
Action
Create One-Time Booking Link
Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.
Action
Delete Contact
Deletes a contact from OnceHub.
Action
Find Contact
Finds a OnceHub contact by email address.
Action
Get Available Time Slots
Returns the open meeting times on a OnceHub booking calendar for the window you choose.
Action
Get Booking Calendar
Returns one OnceHub booking calendar with its host, public link and meeting length.
Action
Get Booking Details
Returns one OnceHub booking with its time, customer details and booking form answers.
Action
Get Contact
Returns one OnceHub contact with its details and custom fields.
Action
Get Contact's Future Meetings
Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.
Action
List Booking Calendars
Lists the booking calendars in your OnceHub account.
Action
List Bookings
Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.
Action
List Contacts
Lists the contacts in your OnceHub account, with optional email and date filters.
Action
Mark Booking as No-Show
Marks a OnceHub booking as a no-show.
Action
Reassign Booking
Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.
Action
Request Reschedule
Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.
Action
Update Contact
Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

Each app on its own

The other way round: OnceHub to Capsule CRM