Connect Capsule CRM and OpenAI

Both apps 144Capsule CRM 70OpenAI 74

• 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
  New batch

  List your organization's batches.

• Trigger
  New file

  Returns a list of files.

• Trigger
  New model

  Lists the currently available models.

• Trigger
  New vector store

  Returns a list of vector stores.

• Trigger
  New video

  List recently generated videos for the current project.

• Action
  Cancel batch

  Cancels an in-progress batch.

• Action
  Cancel run

  Cancels a run that is in_progress.

• Action
  Cancel vector store file batch

  Cancel a vector store file batch.

• Action
  Content moderation

  Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.

• Action
  Count input tokens

  Returns input token counts of the request.

• Action
  Create assistant

  Create an assistant with a model and instructions.

• Action
  Create chat completion

  Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.

• Action
  Create completion

  Creates a completion for the provided prompt and parameters.

• Action
  Create embedding

  Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).

• Action
  Create message

  Create a message.

• Action
  Create run

  Create a run.

• Action
  Creates and executes a batch from an uploaded file of requests

  Creates and executes a batch from an uploaded file of requests

• Action
  Create thread

  Create a thread.

• Action
  Create thread and run

  Create a thread and run it in one request.

• Action
  Create vector store

  Create a vector store.

• Action
  Create vector store file

  Create a vector store file by attaching a File to a vector store.

• Action
  Create vector store file batch

  Create a vector store file batch.

• Action
  Create video edit job

  Create a new video generation job by editing a source or existing generated video.

• Action
  Create video extension

  Create an extension of a completed video.

• Action
  Create video generation job

  Create a new video generation job from a prompt and optional reference assets.

• Action
  Create video remix

  Create a remix of a completed video using a refreshed prompt.

• Action
  Delete assistant

  Delete an assistant.

• Action
  Delete eval run

  Delete an eval run.

• Action
  Delete file

  Delete a file and remove it from all vector stores.

• Action
  Delete message

  Deletes a message.

• Action
  Delete thread

  Delete a thread.

• Action
  Delete vector store

  Delete a vector store.

• Action
  Delete vector store file

  Delete a vector store file (removes from store, file itself not deleted).

• Action
  Delete video

  Permanently delete a completed or failed video and its stored assets.

• Action
  Download video content

  Download the generated video bytes or a derived preview asset.

• Action
  Edit image

  Creates an edited or extended image given one or more source images and a prompt.

• Action
  Generate image

  Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.

• Action
  Generate speech

  Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.

• Action
  Get assistant

  Retrieves an assistant.

• Action
  Get batch

  Retrieves a batch.

• Action
  Get file

  Returns information about a specific file.

• Action
  Get file content

  Returns the contents of the specified file.

• Action
  Get message

  Retrieve a message.

• Action
  Get model

  Retrieves a model instance.

• Action
  Get run

  Retrieves a run.

• Action
  Get run step

  Retrieves a run step.

• Action
  Get thread

  Retrieves a thread.

• Action
  Get vector store

  Retrieves a vector store.

• Action
  Get vector store file

  Retrieves a vector store file.

• Action
  Get vector store file batch

  Retrieves a vector store file batch.

• Action
  Get vector store file content

  Retrieve the parsed contents of a vector store file.

• Action
  Get video

  Fetch the latest metadata for a generated video.

• Action
  List conversation items

  List all items for a conversation with the given ID.

• Action
  List files

  Lists files that have been uploaded to your OpenAI account.

• Action
  List messages

  Returns a list of messages for a given thread.

• Action
  List models

  Lists the models currently available to your account.

• Action
  List runs

  Returns a list of runs belonging to a thread.

• Action
  List run steps

  Returns a list of run steps belonging to a run.

• Action
  List vector store file batch files

  Returns a list of vector store files in a batch.

• Action
  List vector store files

  Returns a list of vector store files.

• Action
  OpenAI agent message

  Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.

• Action
  Retrieve response

  Retrieves a previously created model response by its Response ID.

• Action
  Search vector store

  Search a vector store for relevant chunks based on a query and filter.

• Action
  Send model a message

  Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.

• Action
  Submit tool outputs to run

  Submit tool outputs when a run requires action.

• Action
  Transcribe audio

  Transcribes audio into the input language.

• Action
  Translate audio

  Translates audio into English.

• Action
  Update assistant

  Modifies an assistant.

• Action
  Update message

  Modifies a message.

• Action
  Update run

  Modifies a run.

• Action
  Update thread

  Modifies a thread.

• Action
  Update vector store

  Modifies a vector store.

• Action
  Update vector store file attributes

  Update attributes on a vector store file.

• Action
  Upload file

  Upload a file that can be used across various endpoints.

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