Reference

Get Activity Type

Retrieve detailed information about a specific activity type in your CRM, including its name, icon, and how it affects contact history. Use this to understand which activity types are available and how they're configured in your system.

Get Attachment

Retrieve a specific attachment from Capsule CRM along with its file content and metadata. Use this to download files linked to customer records, notes, emails, or tasks.

Delete Board

Remove a board from your Capsule CRM workspace when it's no longer needed, helping you keep your project organization clean and focused on active work.

Get Board

Access detailed information about a specific board in Capsule CRM, including its name, description, and creation details. Use this when you need to reference board settings or verify board configuration for your sales workflow.

Create Capsule CRM Category

Create a new task category in Capsule CRM to organize and color-code your tasks for better workflow management. This helps you quickly categorize work by type, priority, or team responsibility.

Delete Category

Remove an outdated or unused category from Capsule CRM to keep your contact organization clean and relevant. Use this when categories no longer reflect your business structure or customer segments.

Get Category

Retrieve the details of a specific category in your CRM, including its name and color settings. Use this to look up category information for organizing and managing your contacts.

Create Custom Field Definition

Create custom fields to extend your contact, opportunity, and project records with business-specific information that isn't covered by standard fields.

Delete Custom Field Definition

Permanently removes a custom field definition from your Capsule CRM system, clearing that field from all associated records. Use this when you no longer need specific custom data fields for your contacts, deals, or projects.

Get Custom Field Definition

Retrieve detailed information about a custom field in Capsule CRM, including its data type, configuration, and available options. Use this to understand how custom fields are structured before working with contact or company data.

Create Entry

Add a new note entry to Capsule CRM and link it to a specific contact, opportunity, or project for future reference. This helps you maintain a complete activity history and keep important information organized in one place.

Delete Entry

Removes a note, email, or task entry from Capsule CRM by its ID, allowing you to clean up outdated or incorrect records in your CRM system.

Get Entry

Retrieve detailed information about a specific note, email, or task entry from your CRM by its ID. Use this to access full entry details for reference, follow-up, or integration with other tools.

Create Lost Reason

Create a new lost reason category in Capsule CRM to track and categorize why sales opportunities didn't convert. This helps you understand sales loss patterns and measure conversion rates accurately.

Delete Lost Reason

Remove outdated or incorrect lost reason categories from your CRM while preserving historical data for reporting purposes. This helps keep your sales pipeline organized and ensures your team only sees relevant reasons when marking opportunities as lost.

Get Lost Reason

Retrieve details about a specific lost reason in Capsule CRM, including its name and settings. This helps you understand why deals have been lost and track which reasons are most common in your sales pipeline.

Create Capsule CRM Milestone

Create a new milestone stage in your sales pipeline to track progress toward deals, setting success probability and timeline expectations for each stage.

Delete Milestone

Remove a milestone from your Capsule CRM when it's no longer relevant to your sales process. This helps keep your pipeline organized and eliminates outdated reference points for tracking deals.

Get Milestone

Retrieve detailed information about a specific milestone from your Capsule CRM, including its name, description, completion status, and probability to track deal progress.

Create Opportunity

Create a new sales opportunity in Capsule CRM to track potential deals with customers throughout your sales pipeline.

Add Party to Opportunity

Associate a person or organization with an existing opportunity to expand your sales involvement and track all parties engaged in a deal.

Delete Opportunity

Remove an opportunity from your Capsule CRM pipeline when deals are no longer viable or need to be discarded. Deleted opportunities can be restored within 30 days if needed.

Delete Opportunity Party

Remove a contact or organization from an opportunity in Capsule CRM when they're no longer involved in that deal. Use this to keep your opportunity records accurate and reflect current stakeholders.

Get Opportunity

Retrieve detailed information about a specific opportunity in Capsule CRM, including its value, status, milestone, and associated contacts or organizations. Use this to access comprehensive opportunity details for reporting, decision-making, or workflow automation.

Create Capsule CRM Party

Add a new person or organization to your Capsule CRM database when you've gathered their contact information and want to create a permanent record for future interactions.

Delete Party

Permanently removes a person or organization from Capsule CRM, allowing you to clean up your database when contacts are no longer relevant to your business.

Get Pipeline

Retrieve detailed information about a specific sales pipeline from Capsule CRM, including its name, description, and creation details. Use this when you need to understand pipeline structure or verify pipeline settings.

Add Project Party

Associate an additional contact or organization with a specific project to expand collaboration and communication channels beyond the primary assignee.

Create Project

Creates a new project in Capsule CRM to organize and track work, deliverables, or client engagements linked to a specific contact or company.

Delete Project

Remove a project from your Capsule CRM when it's no longer needed, with the ability to restore it within 30 days if needed.

Delete Project Party

Remove a person or organization from a specific project in your CRM when they're no longer involved or their role has changed. This helps keep your project team information accurate and current.

Get Project

Retrieve detailed information about a specific project in Capsule CRM to access its current status, timeline, and associated details.

Create Stage

Add a new workflow stage to your Capsule CRM board to organize and track deals through custom pipeline steps. This helps you structure your sales process exactly how your business operates.

Delete Stage

Remove a sales stage from your Capsule CRM board when it's no longer part of your sales process. This helps keep your pipeline clean and organized by eliminating outdated or redundant stages.

Get Stage

Retrieve detailed information about a specific stage in your Capsule CRM sales pipeline, including its name, description, and position order. Use this to verify stage configurations or pull stage details for automation workflows.

Delete Entity Tag

Remove a specific tag from all entities of a particular type in Capsule CRM, such as clearing outdated labels from contacts, deals, or cases. This helps keep your CRM organized when tag classifications change or are no longer relevant.

Get Entity Tag

Retrieve detailed information about a specific tag attached to contacts, deals, or cases in your CRM so you can understand how items are organized and categorized in your system.

Create Task

Create a new task in Capsule CRM with a description and due date, optionally linking it to contacts, deals, or projects to keep your workflow organized.

Delete Task

Remove completed or outdated tasks from your Capsule CRM pipeline to keep your task list accurate and focused. This helps maintain a clean database and reduces clutter when tasks are no longer relevant.

Get Task

Retrieve detailed information about a specific task including its description, due date, status, and related contacts or opportunities. Use this to access complete task details for tracking progress or understanding task context.

Create Capsule CRM Title

Add new custom person titles to your Capsule CRM system so your contacts can be addressed professionally with personalized honorifics. This lets you customize how you organize and refer to your business relationships.

Delete Title

Remove a job title from your Capsule CRM system when it's no longer relevant to your business structure or team organization.

Create Track

Apply a predefined sequence of tasks or workflow steps to a project or opportunity in Capsule CRM, automating how you manage your sales process.

Create Track Definition

Set up a reusable workflow template in Capsule CRM that automates a sequence of tasks for your business processes, saving time when managing multiple opportunities or projects.

Delete Track

Removes a track from Capsule CRM when it's no longer relevant to your sales process or customer journey. Use this to keep your pipeline organized and up-to-date as your business needs evolve.

Delete Track Definition

Removes a track definition from Capsule CRM so you can clean up obsolete customer journey workflows and keep your CRM organized as your business processes evolve.

Get Track

Retrieve detailed information about a specific track including its description, date, direction, and associated tasks to view your sales pipeline progress and deal status.

Get Track Definition

Retrieve detailed information about a specific sales track in Capsule CRM, including its description, rules, and associated tasks. Use this to understand how your sales pipeline stages are configured and what automation or tasks are tied to each stage.

Get Current User

Retrieves the authenticated user's profile information including their name, timezone, currency preferences, and login history. Use this to verify user identity and access their account settings.

Get User

Retrieve complete details for a specific user including their contact information, email preferences, timezone settings, and associated account information. Use this to access or verify user profile data within your CRM system.

List Activity Type Icons

Tool to list available activity type icons in Capsule CRM.

List Activity Types

Tool to list all activity types on the Capsule account.

List Board Stages

Tool to list stages associated with a board in Capsule CRM.

List Boards

Tool to list all boards on the Capsule CRM account.

List Categories

Tool to list all task categories on the Capsule account.

List Countries

Tool to list all countries on the Capsule CRM account.

List Currencies

Tool to list all available currencies on the Capsule account.

List Custom Field Definitions

Tool to list all custom field definitions for parties, opportunities, or projects (kases).

List Deleted Opportunities

Tool to list opportunities deleted or restricted since a given date.

List deleted parties

Tool to retrieve parties deleted since a given date.

List Deleted Projects

Tool to list projects deleted or restricted since a given date.

List Entity Entries

Tool to list entries (notes, emails, tasks) for a specific party, opportunity, or project.

List Entity Tags

Tool to list all tag definitions for a specific entity type (parties, opportunities, or kases).

List Entity Tracks

Tool to list tracks applied to a specific opportunity or project.

List Entries By Date

Tool to list notes, emails, and completed party tasks in descending order by entry date.

List Goals

Tool to list all goals on the Capsule account.

List Lost Reasons

Tool to list all lost reasons on the Capsule account.

List Milestones

Tool to list all milestones on the Capsule account.

List Opportunities

Tool to list all opportunities from Capsule CRM with pagination and filtering.

List Opportunity Parties

Tool to list additional parties associated with an opportunity in Capsule CRM.

List Opportunity Projects

Tool to list projects (cases) associated with a specific opportunity in Capsule CRM.

List Organisation Employees

Tool to list employees linked to a specific organisation (party).

List Parties

Tool to list all parties (contacts) on the account.

List Party Opportunities

Tool to list all opportunities associated with a specific party in Capsule CRM.

List Party Projects

Tool to list projects associated with a specific party in Capsule CRM.

List Pipeline Milestones

Tool to list milestones associated with a specific pipeline in Capsule CRM.

List Pipelines

Tool to list all sales pipelines on the Capsule account.

List Project Parties

Tool to list parties associated with a specific project in Capsule CRM.

List Projects

List projects (cases) from Capsule CRM with pagination and filtering options.

List REST Hooks

Tool to list all REST hook subscriptions on the Capsule CRM account.

List Site

Tool to retrieve site (account) information for the authenticated Capsule CRM account.

List Stages

Tool to list all stages on the Capsule CRM account.

List Tasks

Tool to list tasks on the Capsule account.

List Teams

Tool to list all teams on the Capsule CRM account.

List Titles

Tool to list all custom person titles on the Capsule account.

List Track Definitions

Tool to list all track definitions on the Capsule account.

List Users

List all users on the Capsule CRM account.

Restore Board

Tool to restore a deleted board in Capsule CRM.

Run Filter Query

Tool to run structured filter queries on parties, opportunities or kases.

Search Opportunities

Tool to search for opportunities in Capsule CRM by query string.

Search Parties

Tool to search for parties (contacts/organisations) in Capsule CRM by query string.

Search Projects

Tool to search for projects (cases) in Capsule CRM by query string.

Update Capsule CRM Board

Tool to update an existing board in Capsule CRM.

Update Capsule CRM Category

Tool to update an existing category in Capsule CRM.

Update Capsule CRM Lost Reason

Tool to update an existing lost reason in Capsule CRM.

Update Capsule CRM Milestone

Tool to update an existing milestone in Capsule CRM.

Update Capsule CRM Party

Tool to update an existing person or organisation (Party) in Capsule CRM.

Update Capsule CRM Pipeline

Tool to update an existing pipeline in Capsule CRM.

Update Capsule CRM Stage

Tool to update an existing stage in Capsule CRM.

Update Capsule CRM Track

Tool to update an existing track in Capsule CRM.

Update Capsule CRM Track Definition

Tool to update an existing track definition in Capsule CRM.

Update Custom Field Definition

Tool to update an existing custom field definition in Capsule CRM.

Update Entity Tag

Tool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM.

Update Entry

Tool to update an existing entry (note, email, or task) in Capsule CRM.

Update Opportunity

Tool to update an existing opportunity in Capsule CRM.

Update Project

Tool to update an existing project (case) in Capsule CRM.

Update Task

Tool to update an existing task in Capsule CRM.

Update User

Tool to update an existing user in Capsule CRM.

Upload Attachment

Tool to upload an attachment to Capsule CRM.