Capsule CRM Integration
Capsule CRM API Operations
Browse all 109 operations available for Capsule CRM workflow automation.
crm
109 operationsCAPSULE_CRM_CREATE_OPPORTUNITY_PARTYAdd Party to Opportunity
Tool to add a party (person or organisation) to an opportunity in Capsule CRM.
CAPSULE_CRM_ADD_PROJECT_PARTYAdd Project Party
Tool to add a party (person or organisation) to a project in Capsule CRM.
CAPSULE_CRM_CREATE_CATEGORYCreate Capsule CRM Category
Tool to create a new task category in Capsule CRM.
CAPSULE_CRM_CREATE_MILESTONECreate Capsule CRM Milestone
Tool to create a new milestone in Capsule CRM.
CAPSULE_CRM_CREATE_PARTYCreate Capsule CRM Party
Tool to create a Party in Capsule CRM.
CAPSULE_CRM_CREATE_TITLECreate Capsule CRM Title
Tool to create a new custom person title in Capsule CRM.
CAPSULE_CRM_CREATE_CUSTOM_FIELD_DEFINITIONCreate Custom Field Definition
Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM.
CAPSULE_CRM_CREATE_ENTRYCreate Entry
Tool to create a new note entry in Capsule CRM.
CAPSULE_CRM_CREATE_LOST_REASONCreate Lost Reason
Tool to create a new lost reason in Capsule CRM.
CAPSULE_CRM_CREATE_OPPORTUNITYCreate Opportunity
Tool to create a new opportunity in Capsule CRM.
CAPSULE_CRM_CREATE_PROJECTCreate Project
Tool to create a new project (case) in Capsule CRM.
CAPSULE_CRM_CREATE_STAGECreate Stage
Tool to create a new stage in a board in Capsule CRM.
CAPSULE_CRM_CREATE_TASKCreate Task
Tool to create a new task in Capsule CRM.
CAPSULE_CRM_CREATE_TRACKCreate Track
Tool to create a new track in Capsule CRM by applying a track definition to a project or opportunity.
CAPSULE_CRM_CREATE_TRACK_DEFINITIONCreate Track Definition
Tool to create a new track definition in Capsule CRM.
CAPSULE_CRM_DELETE_BOARDDelete Board
Tool to delete (archive) a specific board in Capsule CRM.
CAPSULE_CRM_DELETE_CATEGORYDelete Category
Tool to delete a category from Capsule CRM.
CAPSULE_CRM_DELETE_CUSTOM_FIELD_DEFINITIONDelete Custom Field Definition
Tool to delete a custom field definition from an entity type in Capsule CRM.
CAPSULE_CRM_DELETE_ENTITY_TAGDelete Entity Tag
Tool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM.
CAPSULE_CRM_DELETE_ENTRYDelete Entry
Tool to delete an entry (note, email, or task) from Capsule CRM.
CAPSULE_CRM_DELETE_LOST_REASONDelete Lost Reason
Tool to delete a lost reason from Capsule CRM.
CAPSULE_CRM_DELETE_MILESTONEDelete Milestone
Tool to delete a specific milestone from Capsule CRM.
CAPSULE_CRM_DELETE_OPPORTUNITYDelete Opportunity
Tool to delete an opportunity from Capsule CRM.
CAPSULE_CRM_DELETE_OPPORTUNITY_PARTYDelete Opportunity Party
Tool to remove a party (person or organisation) from an opportunity in Capsule CRM.
CAPSULE_CRM_DELETE_PARTYDelete Party
Tool to fully delete a specific party (person or organisation) from Capsule CRM.
CAPSULE_CRM_DELETE_PROJECTDelete Project
Tool to delete a project (case) from Capsule CRM.
CAPSULE_CRM_DELETE_PROJECT_PARTYDelete Project Party
Tool to remove a party (person or organisation) from a project in Capsule CRM.
CAPSULE_CRM_DELETE_STAGEDelete Stage
Tool to delete a specific stage from a board in Capsule CRM.
CAPSULE_CRM_DELETE_TASKDelete Task
Tool to delete a specific task from Capsule CRM.
CAPSULE_CRM_DELETE_TITLEDelete Title
Tool to delete a specific title from Capsule CRM.
CAPSULE_CRM_DELETE_TRACKDelete Track
Tool to delete a specific track from Capsule CRM.
CAPSULE_CRM_DELETE_TRACK_DEFINITIONDelete Track Definition
Tool to delete a specific track definition from Capsule CRM.
CAPSULE_CRM_GET_ACTIVITY_TYPEGet Activity Type
Tool to get a specific activity type by ID.
CAPSULE_CRM_GET_ATTACHMENTGet Attachment
Tool to retrieve a specific attachment by ID from Capsule CRM.
CAPSULE_CRM_GET_BOARDGet Board
Tool to get a specific board by ID from Capsule CRM.
CAPSULE_CRM_GET_CATEGORYGet Category
Tool to get a specific category by ID.
CAPSULE_CRM_GET_CURRENT_USERGet Current User
Tool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder…
CAPSULE_CRM_GET_CUSTOM_FIELD_DEFINITIONGet Custom Field Definition
Tool to get a specific custom field definition by ID from Capsule CRM.
CAPSULE_CRM_GET_ENTITY_TAGGet Entity Tag
Tool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM.
CAPSULE_CRM_GET_ENTRYGet Entry
Tool to retrieve a specific entry by ID.
CAPSULE_CRM_GET_LOST_REASONGet Lost Reason
Tool to retrieve a specific lost reason by ID from Capsule CRM.
CAPSULE_CRM_GET_MILESTONEGet Milestone
Tool to get a specific milestone by ID from Capsule CRM.
CAPSULE_CRM_GET_OPPORTUNITYGet Opportunity
Tool to retrieve a specific opportunity by its ID from Capsule CRM.
CAPSULE_CRM_GET_PIPELINEGet Pipeline
Tool to get a specific pipeline by ID from Capsule CRM.
CAPSULE_CRM_GET_PROJECTGet Project
Tool to retrieve a specific project (case) by its ID from Capsule CRM.
CAPSULE_CRM_GET_STAGEGet Stage
Tool to get a specific stage by ID from Capsule CRM.
CAPSULE_CRM_GET_TASKGet Task
Tool to get a specific task by ID.
CAPSULE_CRM_GET_TRACKGet Track
Tool to get a specific track by ID.
CAPSULE_CRM_GET_TRACK_DEFINITIONGet Track Definition
Tool to get a specific track definition by ID from Capsule CRM.
CAPSULE_CRM_GET_USERGet User
Tool to get a specific user by ID.
CAPSULE_CRM_LIST_ACTIVITY_TYPE_ICONSList Activity Type Icons
Tool to list available activity type icons in Capsule CRM.
CAPSULE_CRM_LIST_ACTIVITY_TYPESList Activity Types
Tool to list all activity types on the Capsule account.
CAPSULE_CRM_LIST_BOARD_STAGESList Board Stages
Tool to list stages associated with a board in Capsule CRM.
CAPSULE_CRM_LIST_BOARDSList Boards
Tool to list all boards on the Capsule CRM account.
CAPSULE_CRM_LIST_CATEGORIESList Categories
Tool to list all task categories on the Capsule account.
CAPSULE_CRM_LIST_COUNTRIESList Countries
Tool to list all countries on the Capsule CRM account.
CAPSULE_CRM_LIST_CURRENCIESList Currencies
Tool to list all available currencies on the Capsule account.
CAPSULE_CRM_LIST_CUSTOM_FIELD_DEFINITIONSList Custom Field Definitions
Tool to list all custom field definitions for parties, opportunities, or projects (kases).
CAPSULE_CRM_LIST_DELETED_OPPORTUNITIESList Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date.
CAPSULE_CRM_LIST_DELETED_PROJECTSList Deleted Projects
Tool to list projects deleted or restricted since a given date.
CAPSULE_CRM_LIST_ENTITY_ENTRIESList Entity Entries
Tool to list entries (notes, emails, tasks) for a specific party, opportunity, or project.
CAPSULE_CRM_LIST_ENTITY_TAGSList Entity Tags
Tool to list all tag definitions for a specific entity type (parties, opportunities, or kases).
CAPSULE_CRM_LIST_ENTITY_TRACKSList Entity Tracks
Tool to list tracks applied to a specific opportunity or project.
CAPSULE_CRM_LIST_ENTRIES_BY_DATEList Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date.
CAPSULE_CRM_LIST_GOALSList Goals
Tool to list all goals on the Capsule account.
CAPSULE_CRM_LIST_LOST_REASONSList Lost Reasons
Tool to list all lost reasons on the Capsule account.
CAPSULE_CRM_LIST_MILESTONESList Milestones
Tool to list all milestones on the Capsule account.
CAPSULE_CRM_LIST_OPPORTUNITIESList Opportunities
Tool to list all opportunities from Capsule CRM with pagination and filtering.
CAPSULE_CRM_LIST_OPPORTUNITY_PARTIESList Opportunity Parties
Tool to list additional parties associated with an opportunity in Capsule CRM.
CAPSULE_CRM_LIST_OPPORTUNITY_PROJECTSList Opportunity Projects
Tool to list projects (cases) associated with a specific opportunity in Capsule CRM.
CAPSULE_CRM_LIST_ORG_EMPLOYEESList Organisation Employees
Tool to list employees linked to a specific organisation (party).
CAPSULE_CRM_LIST_PARTIESList Parties
Tool to list all parties (contacts) on the account.
CAPSULE_CRM_LIST_PARTY_OPPORTUNITIESList Party Opportunities
Tool to list all opportunities associated with a specific party in Capsule CRM.
CAPSULE_CRM_LIST_PARTY_PROJECTSList Party Projects
Tool to list projects associated with a specific party in Capsule CRM.
CAPSULE_CRM_LIST_PIPELINE_MILESTONESList Pipeline Milestones
Tool to list milestones associated with a specific pipeline in Capsule CRM.
CAPSULE_CRM_LIST_PIPELINESList Pipelines
Tool to list all sales pipelines on the Capsule account.
CAPSULE_CRM_LIST_PROJECT_PARTIESList Project Parties
Tool to list parties associated with a specific project in Capsule CRM.
CAPSULE_CRM_LIST_PROJECTSList Projects
List projects (cases) from Capsule CRM with pagination and filtering options.
CAPSULE_CRM_LIST_REST_HOOKSList REST Hooks
Tool to list all REST hook subscriptions on the Capsule CRM account.
CAPSULE_CRM_LIST_SITEList Site
Tool to retrieve site (account) information for the authenticated Capsule CRM account.
CAPSULE_CRM_LIST_STAGESList Stages
Tool to list all stages on the Capsule CRM account.
CAPSULE_CRM_LIST_TASKSList Tasks
Tool to list tasks on the Capsule account.
CAPSULE_CRM_LIST_TEAMSList Teams
Tool to list all teams on the Capsule CRM account.
CAPSULE_CRM_LIST_TITLESList Titles
Tool to list all custom person titles on the Capsule account.
CAPSULE_CRM_LIST_TRACK_DEFINITIONSList Track Definitions
Tool to list all track definitions on the Capsule account.
CAPSULE_CRM_LIST_USERSList Users
List all users on the Capsule CRM account.
CAPSULE_CRM_LIST_DELETED_PARTIESList deleted parties
Tool to retrieve parties deleted since a given date.
CAPSULE_CRM_RESTORE_BOARDRestore Board
Tool to restore a deleted board in Capsule CRM.
CAPSULE_CRM_RUN_FILTER_QUERYRun Filter Query
Tool to run structured filter queries on parties, opportunities or kases.
CAPSULE_CRM_SEARCH_OPPORTUNITIESSearch Opportunities
Tool to search for opportunities in Capsule CRM by query string.
CAPSULE_CRM_SEARCH_PARTIESSearch Parties
Tool to search for parties (contacts/organisations) in Capsule CRM by query string.
CAPSULE_CRM_SEARCH_PROJECTSSearch Projects
Tool to search for projects (cases) in Capsule CRM by query string.
CAPSULE_CRM_UPDATE_BOARDUpdate Capsule CRM Board
Tool to update an existing board in Capsule CRM.
CAPSULE_CRM_UPDATE_CATEGORYUpdate Capsule CRM Category
Tool to update an existing category in Capsule CRM.
CAPSULE_CRM_UPDATE_LOST_REASONUpdate Capsule CRM Lost Reason
Tool to update an existing lost reason in Capsule CRM.
CAPSULE_CRM_UPDATE_MILESTONEUpdate Capsule CRM Milestone
Tool to update an existing milestone in Capsule CRM.
CAPSULE_CRM_UPDATE_PARTYUpdate Capsule CRM Party
Tool to update an existing person or organisation (Party) in Capsule CRM.
CAPSULE_CRM_UPDATE_PIPELINEUpdate Capsule CRM Pipeline
Tool to update an existing pipeline in Capsule CRM.
CAPSULE_CRM_UPDATE_STAGEUpdate Capsule CRM Stage
Tool to update an existing stage in Capsule CRM.
CAPSULE_CRM_UPDATE_TRACKUpdate Capsule CRM Track
Tool to update an existing track in Capsule CRM.
CAPSULE_CRM_UPDATE_TRACK_DEFINITIONUpdate Capsule CRM Track Definition
Tool to update an existing track definition in Capsule CRM.
CAPSULE_CRM_UPDATE_CUSTOM_FIELD_DEFINITIONUpdate Custom Field Definition
Tool to update an existing custom field definition in Capsule CRM.
CAPSULE_CRM_UPDATE_ENTITY_TAGUpdate Entity Tag
Tool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM.
CAPSULE_CRM_UPDATE_ENTRYUpdate Entry
Tool to update an existing entry (note, email, or task) in Capsule CRM.
CAPSULE_CRM_UPDATE_OPPORTUNITYUpdate Opportunity
Tool to update an existing opportunity in Capsule CRM.
CAPSULE_CRM_UPDATE_PROJECTUpdate Project
Tool to update an existing project (case) in Capsule CRM.
CAPSULE_CRM_UPDATE_TASKUpdate Task
Tool to update an existing task in Capsule CRM.
CAPSULE_CRM_UPDATE_USERUpdate User
Tool to update an existing user in Capsule CRM.
CAPSULE_CRM_UPLOAD_ATTACHMENTUpload Attachment
Tool to upload an attachment to Capsule CRM.