Capsule CRM, without opening Capsule CRM.
Read-only parties, opportunities, pipelines and the activity logged against them.
In your channel
Ask Ray for something in Capsule CRM and it posts this card in the thread. One click, and the task you asked for carries on where it left off.
What Ray can and cannot do in Capsule CRM
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
Runs on its own
What Ray reads in Capsule CRM
- Get current user
- Get entry
- Get opportunity
- Get pipeline
- Get project
- Get task
- List custom field definitions
- List entity entries
- List milestones
- List opportunities
- List opportunity parties
- List parties
- List party opportunities
- List pipelines
- List projects
- List project parties
- List stages
- List tasks
- List users
- Search opportunities
- Search parties
- Search projects
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Add someone to Capsule project
- Add a note in Capsule CRM
- Create a Capsule opportunity
- Add someone to Capsule opportunity
- Add a contact to Capsule CRM
- Create a Capsule project
- Create a Capsule task
- Update a Capsule note
- Update Capsule opportunity
- Update Capsule contact
- Update Capsule project
- Update Capsule task
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Delete board
- Run filter query
- Delete category
- Delete custom field definition
How Ray works with Capsule CRM
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect Capsule CRM
One click, right where you asked. Ray posts a connect card, you authorise Capsule CRM with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in Capsule CRM, and tell Dana it is being looked at.
Add someone to Capsule project
- Waiting on
- your approval
What does connecting Capsule CRM to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect Capsule CRM and it can do the Capsule CRM part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own Capsule CRM account, so Ray can only reach what that person can already reach, and the history in Capsule CRM shows who actually asked.
Security and permissions
- You authorise Capsule CRM on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect Capsule CRM in a message, or uninstall Ray and every connection it held is revoked.
More crm & sales integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in Capsule CRM.
Free to start, no credit card, and it asks before it acts.