Use Capsule CRM with Llamaindex Python

Productivity-agent

Capsule CRM is a customer relationship management (CRM) software that helps small businesses and teams manage their contacts, deals, and activities in one central location. It offers features such as contact management, calendar, task management, email integration, and reporting.

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🔗 Connect and Use Capsule CRM

1. 🔑 Connect your Capsule CRM acco

2. ✅ Select an action

3. 🚀 Go live with the agent

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API actions for Capsule CRM for AI assitants/agents

Language

PYTHON

Framework

Create Person

Creates a new person record in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_PERSON])

Create Organization

Creates a new organization record in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_ORGANIZATION])

Add Task

Adds a new task to Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_TASK])

Add Note

Adds a note to a person, organization, or opportunity in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_NOTE])

Create Opportunity

Creates a new sales opportunity in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_OPPORTUNITY])

Update Person

Updates an existing person record in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_PERSON])

Update Organization

Updates an existing organization record in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_ORGANIZATION])

Update Opportunity

Updates an existing opportunity in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_OPPORTUNITY])

Add Tag

Adds a tag to a person, organization, or opportunity in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_TAG])

Remove Tag

Removes a tag from a person, organization, or opportunity in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.REMOVE_TAG])

Create Case

Creates a new case in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CASE])

Close Case

Closes an existing case in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CLOSE_CASE])

Add Attachment

Adds an attachment to a person, organization, or opportunity in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_ATTACHMENT])

Schedule Event

Schedules a new event in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SCHEDULE_EVENT])

Add Custom Field

Adds a custom field to a person, organization, or opportunity in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_CUSTOM_FIELD])

New Person

Triggers when a new person is added to Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_PERSON])

New Organization

Triggers when a new organization is added to Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_ORGANIZATION])

New Task

Triggers when a new task is created in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_TASK])

New Note

Triggers when a new note is added in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_NOTE])

New Opportunity

Triggers when a new opportunity is created in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_OPPORTUNITY])

Updated Person

Triggers when a person record is updated in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_PERSON])

Updated Organization

Triggers when an organization record is updated in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_ORGANIZATION])

Updated Opportunity

Triggers when an opportunity is updated in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_OPPORTUNITY])

New Case

Triggers when a new case is created in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_CASE])

Closed Case

Triggers when a case is closed in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CLOSED_CASE])

New Event

Triggers when a new event is scheduled in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_EVENT])

Updated Task

Triggers when a task is updated in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_TASK])

New Tag Added

Triggers when a new tag is added to any record in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_TAG_ADDED])

Tag Removed

Triggers when a tag is removed from any record in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TAG_REMOVED])

Opportunity Won

Triggers when an opportunity is marked as won in Capsule CRM

from composio_llamaindex import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.OPPORTUNITY_WON])

Frequently asked questions

What is Composio.dev?

Composio.dev is a cutting-edge framework for building AI applications, designed to make the process of developing AI solutions super easy and fun! It's a collection of powerful tools and libraries that simplify the process of creating AI applications, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support Capsule CRM?

Composio.dev seamlessly integrates with Capsule CRM, making it a breeze to leverage its capabilities within the Composio.dev platform. You can use Capsule CRM to call functions on various platforms like Google, GitHub, and others, allowing you to incorporate different services into your AI applications with ease. It also supports user login via OAuth2 and can work with other popular frameworks such as LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Capsule CRM and llamaindex_python?

When using Capsule CRM and llamaindex_python, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate Capsule CRM with llamaindex_python?

Integrating Capsule CRM with llamaindex_python is super easy with Composio.dev! You can use the Composio.dev API to call functions from both Capsule CRM and llamaindex_python, allowing you to tap into their capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with the language you're most comfortable with and integrate these powerful tools into your projects seamlessly.

What is the pricing for Capsule CRM and llamaindex_python?

Both Capsule CRM and llamaindex_python are completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes them accessible for developers and organizations of all sizes, whether you're a student working on a personal project or a startup building the next big thing. You can get started with these powerful tools without worrying about breaking the bank.

What kind of authentication is supported for Capsule CRM and llamaindex_python?

Capsule CRM and llamaindex_python support OAuth2 authentication, ensuring secure and authorized access to their functionalities. You can use the Composio.dev API to handle authentication and call functions from both Capsule CRM and llamaindex_python seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add Capsule CRM to my project?

Absolutely! You can easily incorporate Capsule CRM into your project by utilizing the Composio.dev API. This API allows you to call functions from both Capsule CRM and llamaindex_python, enabling you to leverage their capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add these powerful tools to your project with ease.

What is the accuracy of Capsule CRM and llamaindex_python?

Capsule CRM and llamaindex_python are designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. The comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for Capsule CRM and llamaindex_python?

Capsule CRM and llamaindex_python can be used for a wide range of AI applications, making them versatile tools for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. They're particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, these tools can help you bring your ideas to life.

How does Capsule CRM handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and Capsule CRM takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. Capsule CRM provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using Capsule CRM for your AI development needs.

Can I customize Capsule CRM and llamaindex_python for my specific needs?

Absolutely! Capsule CRM and llamaindex_python are highly customizable and extensible, allowing you to tailor their functionality, models, and configurations to meet your specific requirements. Whether you're building a chatbot, a content creation tool, or any other AI-powered application, you can customize these tools to fit your unique needs. Additionally, Composio.dev provides a flexible platform for integrating and orchestrating various AI tools and services, enabling you to create custom AI solutions that are tailored to your project.

What kind of support and documentation is available for Capsule CRM and llamaindex_python?

Capsule CRM and llamaindex_python have comprehensive documentation and a supportive community, making it easy for you to get started and find answers to your questions. Composio.dev also provides extensive resources, including tutorials, guides, and a dedicated support team to assist you throughout your AI development journey. Whether you're a beginner or an experienced developer, you'll have access to the resources you need to make the most of these powerful tools.