Capsule CRM

Capsule CRM is a cloud-based customer relationship management platform designed to help businesses manage contacts, track sales opportunities, and collaborate with their teams efficiently.

Categories: CRM

Type: capsuleCRM/v1

Connections

Version: 1

Bearer Token

Properties

Name	Label	Type	Description	Required
token	Token	STRING		true

Connection Setup

Generate API Token

Navigate to your Capsule CRM dashboard.
Click here to access your preferences.
Click on My Preferences.
Click on API Authentication Tokens.
Click on Generate New API Token.
Enter name of your token.
Enable every scope and click on Generate Token.
Copy your token.
Done 🚀.

Actions

Create Contact

Name: createContact

Creates a new Person or Organization

Properties

Name	Label	Type	Description	Required
type	Type	STRING Options person, organization	Represents if this party is a person or an organisation.	true
firstName	First Name	STRING	The first name of the person.	true
lastName	Last Name	STRING	The last name of the person.	true
name	Name	STRING	The name of the organisation.	true
about	About	STRING	A short description of the party.	false
emailAddresses	Email Addresses	ARRAY Items [{STRING(address), STRING(type)}]	An array of all the email addresses associated with this party.	false
addresses	Addresses	ARRAY Items [{STRING(type), STRING(street), STRING(city), STRING(state), STRING(country), STRING(zip)}]	An array of all the addresses associated with this party.	false
phoneNumbers	Phone Numbers	ARRAY Items [{STRING(type), STRING(number)}]	An array of all the phone numbers associated with this party.	false

Example JSON Structure

{
  "label" : "Create Contact",
  "name" : "createContact",
  "parameters" : {
    "type" : "",
    "firstName" : "",
    "lastName" : "",
    "name" : "",
    "about" : "",
    "emailAddresses" : [ {
      "address" : "",
      "type" : ""
    } ],
    "addresses" : [ {
      "type" : "",
      "street" : "",
      "city" : "",
      "state" : "",
      "country" : "",
      "zip" : ""
    } ],
    "phoneNumbers" : [ {
      "type" : "",
      "number" : ""
    } ]
  },
  "type" : "capsuleCRM/v1/createContact"
}

Output

The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.

Create Task

Name: createTask

Creates a new Task

Properties

Name	Label	Type	Description	Required
description	Description	STRING	A short description of the task.	true
dueOn	Due Date	DATE	The date when this task is due.	true
detail	Detail	STRING	More details about the task.	false
category	Category	OBJECT Properties {STRING(name), STRING(colour)}	The category of this task.	false

Example JSON Structure

{
  "label" : "Create Task",
  "name" : "createTask",
  "parameters" : {
    "description" : "",
    "dueOn" : "2021-01-01",
    "detail" : "",
    "category" : {
      "name" : "",
      "colour" : ""
    }
  },
  "type" : "capsuleCRM/v1/createTask"
}

Output

Type: OBJECT

Properties

Name	Type	Description
id	INTEGER	The ID of the new task.
description	STRING	The description of the task.
dueOn	DATE	The due date of the task.
detail	STRING	Details of the new task.
category	OBJECT Properties {STRING(id), STRING(name), STRING(colour)}	The category of the new task.

Output Example

{
  "id" : 1,
  "description" : "",
  "dueOn" : "2021-01-01",
  "detail" : "",
  "category" : {
    "id" : "",
    "name" : "",
    "colour" : ""
  }
}

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