nerve
Capsule CRM + Nerve
Connect Capsule CRM to your Agents and workflows.
What Nerve can do with Capsule CRM
Look things up 3
Find Contact
Find Contact. Find a Person by search criteria
Find Project
Find Project. Find a Project by search criteria
Find Opportunity
Find Opportunity. Find an Opportunity by search criteria
Make changes 7
Create Contact
Create Contact. Create a new Person or Organisation in Capsule CRM
Update Contact
Update Contact. Update fields on an existing Person or Organisation
Create Opportunity
Create Opportunity. Create a new Opportunity in Capsule CRM
Create Project
Create Project. Create a new Project in Capsule CRM
Create Task
Create Task. Create a new Task in Capsule CRM
Update Opportunity
Update Opportunity. Update an existing Opportunity in Capsule CRM
Add Note to Entity
Add Note to Entity. Add a comment/note to an entity (e.g., contact, opportunity, project)
Start a workflow when something happens in Capsule CRM
- New Case
- New Opportunity
- New Task
- New Project
Works with
- Agents. An Agent can use Capsule CRM when you grant it the capability.
- Workflows. Capsule CRM can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Capsule CRM is touched.
You connect with: sign in with your account.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Capsule CRM: create contact
Connected is not unrestricted
Connecting Capsule CRM does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsDeploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.