Capsule CRM integration

Add Project Party

Tool to add a party (person or organisation) to a project in Capsule CRM. Use when you need to associate an additional contact with a specific project beyond the primary assigned party.

Create Capsule CRM Category

Tool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.

Create Custom Field Definition

Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.

Create Entry

Tool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, opportunity, or project.

Create Lost Reason

Tool to create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conversion rate calculations.

Create Capsule CRM Milestone

Tool to create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.

Create Opportunity

Tool to create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.

Add Party to Opportunity

Tool to add a party (person or organisation) to an opportunity in Capsule CRM. Use when you need to associate an additional party with an existing opportunity.

Create Capsule CRM Party

Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.

Create Project

Tool to create a new project (case) in Capsule CRM. Use when you need to create a project associated with a party (person or organisation) to track work or engagements.

Create Stage

Tool to create a new stage in a board in Capsule CRM. Use when you need to add a new workflow stage to an existing board with a specific display order.

Create Task

Tool to create a new task in Capsule CRM. Use when you need to add a task with a description and due date, optionally linking it to parties, opportunities, or projects.