rocketkind
Sales

Capsule CRM

Capsule CRM tracks contacts, sales opportunities and case work for small sales and service teams.

Authentication

  • API key

Actions

Generic API request. Call any Capsule CRM API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Get partyRetrieve a single party (person or organisation) by id (GET /parties/{partyId}).
  • List casesList cases — the support or project records Capsule calls kases on the wire — one page at a time.
  • List opportunitiesList the sales opportunities in the Capsule CRM pipeline, one page at a time, to review open deals or resolve an opportunity id.
  • List partiesList parties (people and organisations) in Capsule CRM (GET /parties).

Triggers

  • Case created or updated (webhook)Starts when Capsule CRM's REST Hooks deliver a kase/created or kase/updated event (Capsule's API name for a Case).
  • New or updated caseStarts when a case is created or its details, status, or owner change in Capsule CRM.
  • New or updated opportunityStarts when a sales opportunity is created or its milestone, value, or other details change in Capsule CRM.
  • New or updated partyStarts when a person or organisation is created or their details change in Capsule CRM.
  • Opportunity created or updated (webhook)Starts when Capsule CRM's REST Hooks deliver an opportunity/created or opportunity/updated event.
  • Party created or updated (webhook)Starts when Capsule CRM's REST Hooks deliver a party/created or party/updated event for a person or organisation.

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