Connect Capsule CRM and Perplexity AI integrations
Connect Capsule CRM and Perplexity AI with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Perplexity AI to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Checks if a new case was created.
Checks if a new opportunity was created.
Checks if a new party was created.
Checks if a new task was created.
Triggers when an opportunity is created, updated or deleted.
Triggers when a party is created, updated or deleted.
Triggers when a case is created, updated or deleted.
Triggers when a task is created, updated or deleted.
Creates a chat completions with the chosen model.
Performs an arbitrary authorized API call.
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Build your Capsule CRM and Perplexity AI integrations.
Create custom Capsule CRM and Perplexity AI workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a chat completions with the chosen model.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
Popular Capsule CRM and Perplexity AI workflows.
Looking to get more out of Capsule CRM and Perplexity AI? With Make you can visually integrate Capsule CRM and Perplexity AI into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Perplexity AI Research Automation via Google Sheets
Integrating Perplexity AI with Google Sheets seamlessly enhances your content creation process. This powerful template automatically generates relevant completions, ranging from SEO keywords to custom responses, boosting productivity and content quality with ease. To use this template, please prepare a spreadsheet containing columns named "Input" and "Completion".
TRY IT ->Monitor Google Sheets for new rows and generate chat completions with Perplexity AI and ChatGPT's Assistant
Monitor Google Sheets for new rows and automatically generate chat responses using Perplexity AI and ChatGPT's Assistant. Update Google Sheets with the AI-generated content.
TRY IT ->Send a Telegram message for every new article trigger from RSS feed
Automatically send a Telegram message for every new article detected in your RSS feed using Perplexity AI for content generation.
TRY IT ->Display Capsule CRM information to an Aircall agent as an insight card
Every time a new inbound or outbound Aircall call is created, an Aircall agent will see the insight card about the caller or the callee with the information from Capsule CRM.
TRY IT ->Add new Cliengo contacts to Capsule CRM as tasks
Every time a new contact is created in Cliengo, Make will automatically create a new task in Capsule CRM.
TRY IT ->Create a Capsule CRM party (person) when a new ActiveDEMAND contact is created
Every time a new ActiveDEMAND contact is created, Make will automatically create a Capsule CRM person (if it doesn't already exist).
TRY IT ->Register notes in Capsule CRM new Toky calls
Every time a new call is received on Toky, Make will automatically create a new note (entry) in Capsule CRM.
TRY IT ->Create Capsule CRM entries from finished Yodel.io calls
Every time a call is finished in Yodel.io, Make will automatically create a new entry in Capsule CRM.
TRY IT ->Add new ClickFunnels contacts to Capsule CRM as people
Every time a new contact is created in ClickFunnels, Make will automatically create a new person in Capsule CRM.
TRY IT ->
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