Integrate OpenAI with Capsule CRM

Send information between OpenAI and Capsule CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate OpenAI and Capsule CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

All Actions - Actions are the automated tasks

Generate tweet

Generates tweet based on the given topic

Generate email reply

Generates an email reply for the given email

Generate story

Generates a story based on the given content

Create product description

Creates a product description

Rephrase text

Rephrases the given text

Check moderation

Verifies if text is potentially harmful and returns a score between 0-10

Format address

Converts the raw address text or JSON objects into a standard, formatted address string

Generate headline

Generates a headline based on the given content

Create completion

Creates an OpenAI completion for the provided prompt and parameters (supports models such as "text-ada-001" and "text-curie-001")

Parse human date

Converts natural text (“next Friday”, “3 weeks ago”) into exact date

Convert list to delimited string

Converts a list of entries given to comma separated values

Summarise text

Summarises the given text

Label email

Labels the given email

Html to text

Removes the html tags and other elements and returns the text content

Extract first and last name

Extracts first and last names from the full name

Rewrite for Readability Score

Converts the text to a high readable text

Generate subject line

Creates a concise and engaging email subject line based on the text for email, task, etc

Extract JSON from text

Extracts the JSON from given text or table

Generate an email body

Generates an email body for the given content

Convert word to digits

Converts the given words to numbers. E.g., Returns thousand as 1000

Slugify text

Converts text to slug

Assess urgency level

Analyzes text (e.g., a support ticket) and returns a label such as High, Medium, or Low urgency for priority queue assignment

Create chat completion

Creates a model response for a given chat conversation using models such as GPT3.5 Turbo, GPT 4, and others

Reply to review

Creates a reply to a review

Mask sensitive data

Removes/hides email, phone, or numeric IDs in text

Extract URL

Extracts URL from the given data

Generate title

Generates title based on the given text

Create hashtags for social post

Generates a list of relevant, trending, or industry-specific hashtags based on a social media caption input

Verify compliance with usage policies

Checks whether the content entered complies with OpenAI's usage policies

Verify data accuracy

Compares a piece of text against a simple knowledge base (or general knowledge) to flag potential factual errors before publication

Identify language of text

Identifies the ISO code (e.g., "en," "es," "fr") for the primary language in a message

Punctuate text

Punctuates the given text

Generate essay

Generates an essay based on the content

Convert the text to title case

Converts the given text to title case

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Find person

Finds the details of the specified person by ID

What is OpenAI?

OpenAI is an artificial intelligence research organization tool that provides a variety of AI-related projects and technologies, such as natural language processing, computer vision, and reinforcement learning.

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical and Operations Head, TruAct

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