Capsule CRM

with capsule crm modules in make, you can manage your parties, projects, opportunities, tasks, task categories, milestones, entries, tracks, tags and custom fields and list all employees to get started with capsule crm, create an account at capsulecrm com https //capsulecrm com/ refer to the capsule crm api documentation https //developer capsulecrm com/ for a list of available endpoints connect capsule crm to make to establish the connection log in to your make account, add a capsule crm to your {{scenario singular lowercase}} , and click create a connection note if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection optional click show advanced settings and enter your custom app client credentials for more information, refer to capsule crm authentication https //developer capsulecrm com/v2/overview/authentication if requested, use the following redirect uri when creating your custom app https //www integromat com/oauth/cb/capsule crm click save enter your site address and click continue click allow if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more capsule crm modules if your connection requires reauthorization at any point, follow the connection renewal steps here https //celonis paligoapp com/document/preview/127830#uuid b36847a2 6ae0 f4f7 8e55 9c34c1729c8f build capsule crm {{scenario plural}} after connecting the app, you can perform the following actions party watch parties watch new parties search parties list parties list additional parties in opportunity list additional parties in a case list deleted parties show a party show multiple parties create a party add an additional party in opportunity add an additional party in case update a party delete a party remove an additional party in opportunity remove an additional party in case project (original case) watch projects watch new cases search cases list cases list deleted projects show a case show multiple cases create a case update a case delete a case opportunity watch opportunities watch new opportunities search opportunities list opportunities list opportunities by party list deleted opportunities show an opportunity show multiple opportunities create an opportunity update an opportunity delete and opportunity task watch tasks watch new tasks list tasks show a task create a task update a task delete a task task category list task categories show a task category create a task category update a task category delete a task category milestone list milestones show a milestone create a milestone update a milestone delete a milestone entry list entries list entries by date show an entry create an entry update an entry delete an entry track list tracks list track definitions show a track create a track update a track delete a track tag list tags show a tag create a tag update a tag delete a tag custom field list custom field show a custom field create a custom field update a custom field delete a custom field employee list employees other make an api call