[01]Integration brief

Capsule CRMAI agent for Capsule CRM

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📝HUMAN REVIEW
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[02] Overview

Why teams connect Capsule CRM

Trooper agents connect to Capsule CRM through secure OAuth or API credentials synced to your private OpenClaw server.

Connect Capsule CRM through Composio.

Every action runs as a traced ticket on the unified board. Combine Capsule CRM with GitHub, Gmail, Slack, and 1,000+ other plugins in multi-agent workflows.

Autonomous execution

Trooper agents call Capsule CRM APIs directly — search, read, write, and report back on traced tickets.

Approval gates

Sensitive writes wait for your authorization. Agents propose; you approve; the system executes.

Multi-agent workflows

Combine Capsule CRM with GitHub, Gmail, Slack, and 1,000+ plugins on one OpenClaw-powered board.

[03] Playbooks

Capsule CRM on autopilot.

Event triggers, bi-directional sync, and notify paths — Capsule CRM connected to Trooper playbooks.

Threshold crossed
Trigger
Threshold hit
Draft alert
Route channel
Capsule CRM ping
Ack gate
False alerts↓ 22%
[04] Use cases

What agents do with Capsule CRM

Search and summarize

Agent queries Capsule CRM for context before drafting a response or next action.

Create and update records

Write back to Capsule CRM with traced changes and human approval on sensitive ops.

Cross-tool workflows

Chain Capsule CRM with email, CRM, or code tools in a single multi-step mission.

[05] Setup

Connect Capsule CRM

Credentials save to your private AI server and sync to OpenClaw. Configure in Settings → Plugins after deploy.

  1. 01

    Deploy a Trooper unit at app.trooper.so

  2. 02

    Open Settings → Plugins and connect Capsule CRM via OAuth or API key

  3. 03

    Assign the Capsule CRM plugin to the right agent on your roster

  4. 04

    Delegate a task from Slack, chat, or the unified task board

[06] Related