Capsule CRM

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

Tool to create a new custom person title in Capsule CRM. Use when you need to add a new title option (e.g., 'Madam', 'Sir', 'Dr') for person records.

Untrusted display-only summary

Tool to create a new track in Capsule CRM by applying a track definition to a project or opportunity. Use when you need to apply a predefined sequence of tasks to a specific entity.

Untrusted display-only summary

Tool to create a new track definition in Capsule CRM. Use when you need to define a reusable sequence of tasks for business processes that can be applied to opportunities or projects.

Untrusted display-only summary

Tool to delete (archive) a specific board in Capsule CRM. Use when you need to remove a board that is no longer needed.

Untrusted display-only summary

Tool to delete a category from Capsule CRM. Use when you need to remove a category that is no longer needed.

Untrusted display-only summary

Tool to delete a custom field definition from an entity type in Capsule CRM. This removes the field value from any parties, opportunities, or projects it was assigned to. Use when you need to permanently remove a custom field definition.

Untrusted display-only summary

Tool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to remove a specific tag from all entities of a given type.

Untrusted display-only summary

Tool to delete an entry (note, email, or task) from Capsule CRM. Use when you need to remove an entry by its ID.

Untrusted display-only summary

Tool to delete a lost reason from Capsule CRM. The deleted reason remains available for historical reporting but cannot be assigned to new opportunities.

Untrusted display-only summary

Tool to delete a specific milestone from Capsule CRM. Use when you need to remove a milestone that is no longer needed. Note: Cannot delete a milestone while it is being used on an opportunity.

Untrusted display-only summary

Tool to delete an opportunity from Capsule CRM. The opportunity can be restored within 30 days via the web interface. Use when you need to remove an opportunity.

Untrusted display-only summary

Tool to remove a party (person or organisation) from an opportunity in Capsule CRM. Use when you need to disassociate a contact from a specific opportunity.

Untrusted display-only summary

Tool to fully delete a specific party (person or organisation) from Capsule CRM. Use when you need to completely remove a party after confirming no active references remain.

Untrusted display-only summary

Tool to delete a project (case) from Capsule CRM. The project can be restored within 30 days via the web interface. Use when you need to remove a project.

Untrusted display-only summary

Tool to remove a party (person or organisation) from a project in Capsule CRM. Use when you need to disassociate a contact from a specific project.

Untrusted display-only summary

Tool to delete a specific stage from a board in Capsule CRM. Use when you need to remove a stage that is no longer needed. Note: Cannot delete a stage while it is being used by open projects.

Untrusted display-only summary

Tool to delete a specific task from Capsule CRM. Use when you need to remove a task by its ID.

Untrusted display-only summary

Tool to delete a specific title from Capsule CRM. Use when you need to remove a title that is no longer needed.

Untrusted display-only summary