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Parsio Capsule CRM Integration using AI Agents

Appy Pie Automate allows you to Integrate Parsio and Capsule CRM using AI Agents

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Parsio Integrations
About Parsio

Data extraction tool that helps businesses extract any information from emails including order and customer details. The platform enables managers to highlight data required to extract and Parsio automatically processes all similar incoming emails.

About Capsule CRM

A capsule CRM is a type of customer relationship management software that is designed to be easily integrated into existing business applications. It typically includes features such as contact management, lead tracking, and sales automation, among others. Capsule CRMs are often used by small and medium-sized businesses, as they offer a cost-effective and streamlined solution for managing customer interactions.

Capsule CRM Integrations
Simplify Parsio and Capsule CRM Integration with seamless setup

Easily set up Parsio Capsule CRM Integration without coding. Start automating your workflows and Integrate Parsio with Capsule CRM today.

  • Triggers
  • New Document

    Triggers when a new document is parsed.

  • Contact Updated Instant

    Triggers when a contact is updated

  • New Contact Instant

    Triggers when a new contact created.

  • New Opportunity Instant

    Triggers when a new opportunity is created.

  • New Project Instant

    Triggers when a new project is created.

  • New Task Instant

    Triggers when a new task is created.

  • Project Updated Instant

    Triggers when a project is updated.

  • Task Updated Instant

    Triggers when a task is updated.

  • Updated Opportunity

    Triggers when a opportunity is updated

  • Actions
  • Parse document

    Parse a document

  • Create Contact

    Create a new contact.

  • Create Project

    Creates a Project

  • Update Contact

    Update an exiting contact.

How Parsio and Capsule CRM Integrations Work

  1. Step 1: Choose Parsio as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Capsule CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Parsio to Capsule CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 12:52 pm
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