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Capsule CRM
Capsule CRM
1. Choose trigger event
Shopify
Shopify
2. Choose action
1. Select the event
Setup
Test
Capsule CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.
Add your action
An action happens after the trigger—such as "Add Line Item to Order" in Shopify.
You’re connected!
Zapier seamlessly connects Capsule CRM and Shopify, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Entity Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Website
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pipeline
Required
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search using
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search using
Required
Contact
Required
Name
Required
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search using
Required
Type
Required
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Website
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Create a new record or update an existing record in your app.
Blog
Required
Title
Required
Author Name
Required
Content
Required
Featured Image URL
Excerpt/Summary
Tags
Is Published?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company
Required
Location Name
Required
External ID
Locale
Phone
Note
Tax Registration ID
Billing same as shipping address?
Shipping Address Line 1
Shipping Address Line 2
Shipping City
Shipping Country Code
Shipping First Name
Shipping Last Name
Shipping Phone
Shipping Recipient
Shipping ZIP Code
Shipping Zone Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Email Address
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send E-Mail Invite
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Order ID
Required
Fulfillment Order ID
Required
Notify customer
Address line 1
Address line 2
City
Country code
Province code
Zip code
Tracking company
Tracking number
Tracking URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Initial Value
Required
Code
Customer ID
Expiry Date
Note
Template Suffix
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Order
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Product_type
Vendor
Product Status
Product Description
Tags
Collection ID
Handle
Note
First Product Option
Values for First Product Option
Second Product Option
Values for Second Product Option
Third Product Option
Values for Third Product Option
Category
Alt Text
Media Content Type
Original Source
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Tags
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
First Name
Last Name
Email Address
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send Account Invite Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Order ID
Required
Email
Notes
Remove Customer from Order
Tags
Additional Details
Shipping Address - Address 1
Shipping Address - Address 2
Shipping Address - City
Shipping Address - Company
Shipping Address - Country
Shipping Address - First Name
Shipping Address - Last Name
Shipping Address - Latitude
Shipping Address - Longitude
Shipping Address - Phone
Shipping Address - Province
Shipping Address - Province Code
Shipping Address - ZIP
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Title
Product_type
Vendor
Product Status
Product Description
Tags
Category
Collections to Join
Collections to Leave
Handle
Redirect Handle?
Alt Text
Media Content Type
Original Source
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search Query
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Order ID
Required
Include Closed Fulfillment Orders
Action
This is an event a Zap performs.
Search
Find existing data in your app
Resource
Required
Resource ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product Titles
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Copy
Product Title or Handle
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product Variant SKU
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Query
Email Address
First Name
Last Name
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send E-Mail Invite
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Product ID
Required
Product Variant Title
Required
Add New Image - File
Add New Image - Alt Text
Choose Existing Image
Price
Compare-at Price
Charge Tax On This Variant?
Cost Per Item
SKU (Stock Keeping Unit)
Barcode (ISBN, UPC, GTIN, etc.)
Track Quantity?
Continue Selling When Out of Stock?
This Is a Physical Product
Weight
Weight Unit
Country/Region of Origin
Harmonized System (HS) code
Position
Requires Components
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Capsule CRM and Shopify with AI agents and code
Beyond Zap workflows. Call Capsule CRM and Shopify actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Capsule CRM and Shopify actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Project
Add Line Item to Order
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Capsule CRM and Shopify to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Shopify on the Zapier blog
Make work flow with AI
Level up your Capsule CRM to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Capsule CRM + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Capsule CRM and Shopify
How do I integrate Capsule CRM with Shopify?
You can integrate Capsule CRM with Shopify using our platform by setting up automated workflows. These workflows allow you to create triggers and actions such as adding new Shopify orders directly into Capsule CRM as new opportunities.
What are the main triggers available for the integration?
Our integration allows triggers such as a new order placed in Shopify, which can automatically create or update a contact in Capsule CRM. You can also set up triggers for when a customer updates their profile.
Can I customize actions between Capsule CRM and Shopify?
Yes, our platform lets you customize actions based on your business needs. For example, when a new entry is added in Capsule CRM, you can automate the creation of an order or the updating of a customer's data in Shopify.
Is there any limit to the number of triggers I can set between Capsule CRM and Shopify?
There is no fixed limit on the number of triggers you can set between Capsule CRM and Shopify. However, ensure that your plan supports multiple zaps if you're planning extensive automation.
What happens if there is an error during the integration process?
Our platform will alert you if there are errors during any step of the integration process between Capsule CRM and Shopify. You can troubleshoot these issues by checking log details we provide or consult our support team for assistance.
How secure is data transfer between Capsule CRM and Shopify through your platform?
Security is one of our top priorities. All data transferred between Capsule CRM and Shopify using our integrations is encrypted with industry-standard security protocols to ensure data privacy.
Do I need to have coding skills to integrate Capsule CRM with Shopify?
No coding skills are required to set up integrations between Capsule CRM and Shopify on our platform. We provide a user-friendly interface where you can select triggers and actions easily without writing any code.
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
