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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.

CRMContact ManagementWeb del proveedor
Acciones
12
Triggers
0
Autenticación
—
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