Capsule CRM

One-click sign-inBusiness Ops

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

Reads on its own62

Agents use these right away.

Get Current UserTool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings.
Get OpportunityRetrieve a specific opportunity by ID from Capsule CRM, including its value, milestone, and associated party when available.
Get PartyRetrieve one Capsule CRM person or organisation by identifier.
Get ProjectTool to retrieve a specific project (case) by its ID from Capsule CRM.
List Deleted OpportunitiesTool to list opportunities deleted or restricted since a given date.
List deleted partiesRetrieve parties deleted since a given date, with restricted parties also returned when present.
List Deleted ProjectsTool to list projects deleted or restricted since a given date.
List Entries By DateTool to list notes, emails, and completed party tasks in descending order by entry date.
List OpportunitiesTool to list all opportunities from Capsule CRM with pagination and filtering.
List PartiesList a page of parties (contacts) on the account, with an optional changed-since filter or embedded related data.
List Party OpportunitiesList a page of opportunities associated with a specific party in Capsule CRM.
Search PartiesTool to search for parties (contacts/organisations) in Capsule CRM by query string.
Get Activity TypeTool to get a specific activity type by ID.
Get AttachmentTool to retrieve a specific attachment by ID from Capsule CRM.
Get BoardTool to get a specific board by ID from Capsule CRM.
Get CategoryTool to get a specific category by ID.
Get Custom Field DefinitionTool to get a specific custom field definition by ID from Capsule CRM.
Get Entity TagTool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM.
Get EntryTool to retrieve a specific entry by ID.
Get Lost ReasonTool to retrieve a specific lost reason by ID from Capsule CRM.
Get MilestoneTool to get a specific milestone by ID from Capsule CRM.
Get PipelineTool to get a specific pipeline by ID from Capsule CRM.
Get StageTool to get a specific stage by ID from Capsule CRM.
Get TaskGet a specific task by ID, including its description, due date, status, and returned party and owner details.
Get TrackTool to get a specific track by ID.
Get Track DefinitionTool to get a specific track definition by ID from Capsule CRM.
Get UserTool to get a specific user by ID.
List Activity Type IconsTool to list available activity type icons in Capsule CRM.
List Activity TypesTool to list all activity types on the Capsule account.
List BoardsTool to list all boards on the Capsule CRM account.
List Board StagesList stages associated with a board in Capsule CRM, with optional status filtering and pagination.
List CategoriesTool to list all task categories on the Capsule account.
List CountriesTool to list all countries on the Capsule CRM account.
List CurrenciesTool to list all available currencies on the Capsule account.
List Custom Field DefinitionsTool to list all custom field definitions for parties, opportunities, or projects (kases).
List Entity EntriesList a page of entries, including notes, emails, and tasks, for a specific party, opportunity, or project.
List Entity TagsTool to list all tag definitions for a specific entity type (parties, opportunities, or kases).
List Entity TracksList a page of tracks applied to a specific opportunity or project, optionally including their tasks.
List GoalsTool to list all goals on the Capsule account.
List Lost ReasonsTool to list all lost reasons on the Capsule account.
List MilestonesList milestones on the Capsule account for pipelines or opportunities, with page and page-size controls.
List Opportunity PartiesTool to list additional parties associated with an opportunity in Capsule CRM.
List Opportunity ProjectsList a page of projects (cases) associated with a specific opportunity in Capsule CRM.
List Opportunity TasksList tasks attached to a specific Capsule CRM opportunity.
List Organisation EmployeesList a page of employees linked to a specific organisation in Capsule CRM.
List Party ProjectsList a page of projects associated with a specific party in Capsule CRM.
List Party TasksList tasks attached to a specific Capsule CRM party.
List Pipeline MilestonesList a page of milestones for a specific pipeline in Capsule CRM, including their names, completion status, and probability.
List PipelinesList a page of sales pipelines on the Capsule account.
List Project PartiesList a page of parties associated with a specific project in Capsule CRM, with optional embedded data.
List ProjectsList projects (cases) from Capsule CRM with pagination and filtering by status, search terms, and date modified.
List REST HooksTool to list all REST hook subscriptions on the Capsule CRM account.
List SiteTool to retrieve site (account) information for the authenticated Capsule CRM account.
List StagesTool to list all stages on the Capsule CRM account.
List TasksTool to list tasks on the Capsule account.
List TeamsList teams on the Capsule CRM account, returning their IDs, names, and creation and update timestamps.
List TitlesTool to list all custom person titles on the Capsule account.
List Track DefinitionsList a page of track definitions on the Capsule account, including track templates for opportunities or projects.
List UsersList all users on the Capsule CRM account.
Run Filter QueryTool to run structured filter queries on parties, opportunities or kases.
Search OpportunitiesTool to search for opportunities in Capsule CRM by query string.
Search ProjectsTool to search for projects (cases) in Capsule CRM by query string.

Asks someone first50

Anything that sends, creates, changes or deletes waits for a person to approve it in the session’s chat.

Create Capsule CRM CategoryTool to create a new task category in Capsule CRM.
Create Custom Field DefinitionTool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM.
Create EntryTool to create a new note entry in Capsule CRM.
Create Capsule CRM MilestoneCreate a new milestone in Capsule CRM with a name, probability, and optional description for a sales pipeline stage.
Create OpportunityTool to create a new opportunity in Capsule CRM.
Add Party to OpportunityTool to add a party (person or organisation) to an opportunity in Capsule CRM.
Create Capsule CRM PartyTool to create a Party in Capsule CRM.
Create ProjectTool to create a new project (case) in Capsule CRM.
Create TaskTool to create a new task in Capsule CRM.
Create Capsule CRM TitleTool to create a new custom person title in Capsule CRM.
Create TrackTool to create a new track in Capsule CRM by applying a track definition to a project or opportunity.
Create Track DefinitionTool to create a new track definition in Capsule CRM.
Delete CategoryTool to delete a category from Capsule CRM.
Delete Custom Field DefinitionTool to delete a custom field definition from an entity type in Capsule CRM.
Delete EntryTool to delete an entry (note, email, or task) from Capsule CRM.
Delete Lost ReasonTool to delete a lost reason from Capsule CRM.
Delete OpportunityTool to delete an opportunity from Capsule CRM.
Delete PartyDelete a specific party (person or organisation) from Capsule CRM.
Delete ProjectTool to delete a project (case) from Capsule CRM.
Restore BoardTool to restore a deleted board in Capsule CRM.
Update Custom Field DefinitionUpdate the name of a custom field definition for parties, opportunities, or projects in Capsule CRM, optionally changing its data tag association.
Update OpportunityTool to update an existing opportunity in Capsule CRM.
Update ProjectTool to update an existing project (case) in Capsule CRM.
Add Project PartyTool to add a party (person or organisation) to a project in Capsule CRM.
Create Lost ReasonTool to create a new lost reason in Capsule CRM.
Create StageTool to create a new stage in a board in Capsule CRM.
Delete BoardTool to delete (archive) a specific board in Capsule CRM.
Delete Entity TagTool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM.
Delete MilestoneTool to delete a specific milestone from Capsule CRM.
Delete Opportunity PartyTool to remove a party (person or organisation) from an opportunity in Capsule CRM.
Delete Project PartyTool to remove a party (person or organisation) from a project in Capsule CRM.
Delete StageTool to delete a specific stage from a board in Capsule CRM.
Delete TaskTool to delete a specific task from Capsule CRM.
Delete TitleTool to delete a specific title from Capsule CRM.
Delete TrackTool to delete a specific track from Capsule CRM.
Delete Track DefinitionTool to delete a specific track definition from Capsule CRM.
Update Capsule CRM BoardTool to update an existing board in Capsule CRM.
Update Capsule CRM CategoryTool to update an existing category in Capsule CRM.
Update Entity TagTool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM.
Update EntryTool to update an existing entry (note, email, or task) in Capsule CRM.
Update Capsule CRM Lost ReasonUpdate an existing Capsule CRM lost reason by ID, supplying both its name and conversion tracking setting.
Update Capsule CRM MilestoneTool to update an existing milestone in Capsule CRM.
Update Capsule CRM PartyTool to update an existing person or organisation (Party) in Capsule CRM.
Update Capsule CRM PipelineTool to update an existing pipeline in Capsule CRM.
Update Capsule CRM StageTool to update an existing stage in Capsule CRM.
Update TaskTool to update an existing task in Capsule CRM.
Update Capsule CRM TrackTool to update an existing track in Capsule CRM.
Update Capsule CRM Track DefinitionTool to update an existing track definition in Capsule CRM.
Update UserTool to update an existing user in Capsule CRM.
Upload AttachmentTool to upload an attachment to Capsule CRM.