Capsule CRM

capsule_crm

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

CRM Contact Management Web del proveedor

Acciones

Triggers

Autenticación

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OAuth gestionado

Sí

Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (12)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create Capsule CRM PartyCAPSULE_CRM_CREATE_PARTYAcción

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.

Parámetros de entrada

namestring
Name for organisation when `type='organisation'`.
tagsobject[]
teamobject
Assign team ID or clear by setting `null`.
typestringObligatorioenum
Set to 'person' or 'organisation'.
personorganisation
aboutstring
Free-text description.
ownerobject
Assign owner user ID or clear by setting `null`.
titlestring
Person title, e.g. 'Mr' or 'Ms'.
fieldsobject[]
jobTitlestring
Job title for the person.
lastNamestring
Required when `type='person'`.
websitesobject[]
addressesobject[]
firstNamestring
Required when `type='person'`.
organisationobject
Link a person to an organisation by ID or name.
phoneNumbersobject[]
emailAddressesobject[]

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete PartyCAPSULE_CRM_DELETE_PARTYAcción

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.

Parámetros de entrada

party_idanyObligatoriouuid
The unique identifier (UUID) of the party (person or organisation) to delete.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Deleted OpportunitiesCAPSULE_CRM_LIST_DELETED_OPPORTUNITIESAcción

Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.

Parámetros de entrada

sincestringdate-time
ISO8601 date/time. If set then includes only entities that have been changed after this date.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List deleted partiesCAPSULE_CRM_LIST_DELETED_PARTIESAcción

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

Parámetros de entrada

sincestringObligatorio
The since date is required to return only entities that have been deleted after this date. Must be in ISO8601 format.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Entries By DateCAPSULE_CRM_LIST_ENTRIES_BY_DATEAcción

Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.

Parámetros de entrada

pageinteger
The page of results to return. Default: 1
embedstring[]
Comma-separated list of additional data to embed. Allowed values: 'party', 'kase', 'opportunity', 'creator', 'activityType'.
perPageinteger
The number of entries to return per page (1-100). Default: 50

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Organisation EmployeesCAPSULE_CRM_LIST_ORG_EMPLOYEESAcción

Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

Parámetros de entrada

pageinteger
Page number of results to return, must be at least 1
embedstring[]
List of additional data to include; allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'
perPageinteger
Number of results per page, must be between 1 and 100
party_idintegerObligatorio
ID of the organisation (party) to list employees for

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List PartiesCAPSULE_CRM_LIST_PARTIESAcción

Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.

Parámetros de entrada

pageinteger
Page number of results to return (>=1). Default: 1.
embedstring[]
Comma-separated list of additional data to embed. Allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'.
sincestring
Include only parties changed after this date (ISO8601 format).
perPageinteger
Number of parties per page (1-100). Default: 50.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ProjectsCAPSULE_CRM_LIST_PROJECTSAcción

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

Parámetros de entrada

pageinteger
The page of results to return (>=1). Default: 1.
fieldsstring
Comma-separated list of project fields to include (e.g., 'id,name,status').
searchstring
Search term to filter project names or descriptions.
statusstring
Status to filter projects, e.g., 'Open', 'Completed'.
perPageinteger
Number of projects per page (1-100). Default: 50.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List TasksCAPSULE_CRM_LIST_TASKSAcción

Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.

Parámetros de entrada

pageinteger
The page of results to return. Default: 1.
embedstring[]
Comma-separated list of additional data to embed. Allowed values: 'party', 'opportunity', 'kase', 'owner', 'nextTask'.
statusstring[]
Comma-separated list of task statuses to filter by. Allowed values: 'open', 'completed', 'pending'.
perPageinteger
Number of tasks per page (1-100). Default: 50.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List UsersCAPSULE_CRM_LIST_USERSAcción

Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.

Parámetros de entrada

embedstring[]
Comma-separated list of additional data to embed. Supported: 'party'.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Run Filter QueryCAPSULE_CRM_RUN_FILTER_QUERYAcción

Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.

Parámetros de entrada

pageinteger
Page of results to return. Default is 1.
embedstring[]
Additional data to include, comma-separated list. Supported values vary by entity.
entitystringObligatorioenum
Entity type to filter: parties, opportunities, or kases (projects).
partiesopportunitieskases
filterobjectObligatorio
Filter object containing conditions and optional sort order.
perPageinteger
Number of entities per page (1-100). Default is 50.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update Capsule CRM PartyCAPSULE_CRM_UPDATE_PARTYAcción

Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."

Parámetros de entrada

embedstring[]
Additional data to embed in response: tags, fields, organisation, or missingImportantFields
partyobjectObligatorio
Fields to update on the party object
partyIdintegerObligatorio
Unique ID of the party to update

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not