Use Capsule CRM with NimbleBrain.
Connect Capsule CRM and just ask — no workflow to build. Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage…. The agent gets 12 actions, running under your own credentials.
Actions
Everything the agent can do in Capsule CRM
12 actions
- Create party
- Delete party
- List deleted opportunities
- List deleted parties
- List entries by date
- List org employees
- List parties
- List projects
- List tasks
- List users
- Run filter query
- Update party
Getting connected
Three steps, and Capsule CRM is reachable.
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Install it
Find Capsule CRM in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.
