Adds a person or organization as an extra contact to an existing case record.

Adds a person or organization as an extra contact associated with a specific opportunity.

Creates a new case record in your system.

Creates a new custom field for a party, opportunity, or case record.

Creates a new milestone for an existing sales opportunity.

Creates a new party record in your system.

Creates a new tag for a party, opportunity, or case.

Creates a new task in your selected project or workspace.

Creates a new category to organize and group related tasks.

Assigns a specific track definition to a selected case or opportunity, resulting in the creation of a new track for that record.

Creates a new record in the specified database or application.

Creates a new sales opportunity record in your CRM system.

Deletes a selected case from your account.

Deletes a specified custom field from your Capsule CRM account.

Deletes a specified Milestone from your Capsule account, but only if it is not currently assigned to any Opportunities; you must first update all related Opportunities to use a different Milestone before deletion is possible.

Deletes a selected party record from your system.

Removes a specified tag from your Capsule account, including from all parties, opportunities, and cases where the tag was previously applied.

Deletes a selected task from your account.

Deletes a selected category from your Capsule account, while keeping all tasks from that category and marking them as uncategorized.

Removes a selected track and its associated tasks from a specified case or opportunity.

Deletes a specified entry from your Capsule account along with all related attachments.

Deletes a selected opportunity record from your account.

Retrieves a list of additional parties associated with a particular opportunity.

Retrieves a list of all additional parties associated with a specific case.

Retrieves a complete list of all existing cases.

Retrieves a complete list of all available custom fields in your account.

Retrieves a list of all opportunities that have been deleted.

Retrieves a list of all parties that have been deleted from Capsule CRM since the date provided in the "since" parameter.

Retrieves a list of all cases that have been deleted.

Retrieves a list of all employees associated with a specified organization.

Retrieves and displays notes, emails, and completed tasks associated with specific parties, cases, and opportunities.

Displays a list of notes, emails, and details of completed party tasks, sorted so that the most recently entered items appear first.

Retrieves a complete list of all milestones from your account.

Retrieves a complete list of all available opportunities in your account.

Retrieves a list of all sales opportunities linked to a specified party or contact.

Retrieves a complete list of all parties in your account.

Retrieves a complete list of tags associated with a specified party, opportunity, or case.

Retrieves a complete list of all available task categories.

Retrieves a complete list of all existing tasks.

Retrieves a list of track definitions, allowing you to filter specifically for those related to cases or opportunities.

Displays a list of tracks associated with a particular case or sales opportunity.

Executes a custom API request to the connected service using your authorized credentials.

Removes the selected person or organisation from the list of additional contacts associated with the case.

Removes a specified party or organization from the list of additional contacts associated with a particular opportunity.

Searches for cases in Capsule, providing results identical to those found using Capsule's global search feature.

Searches for opportunities in your Capsule account, returning results that match what you would find using Capsule's global search feature.

Searches for parties (such as people or organizations) in Capsule, returning the same results as the global search feature within the Capsule app.

Enables you to retrieve detailed information for multiple cases by entering their unique IDs.

Retrieves detailed information for a list of opportunities based on the provided opportunity IDs.

Enables you to retrieve detailed information about multiple parties by entering their unique IDs.

Displays detailed information about a selected case.

Displays the value of a selected custom field.

Displays detailed information about a selected milestone.

Displays detailed information about a selected person or organization.

Displays detailed information about a selected tag.

Displays detailed information about a selected task.

Displays detailed information about a selected task category.

Retrieves detailed information about a specific track.

Displays the details of a selected note, email, or a completed party task.

Retrieves detailed information about a particular opportunity.

Modifies the details of an existing case.

Updates the information for a specific party, opportunity, or case field definition in your system.

Updates the name, description, or probability value for an existing milestone in your project.

Updates the details of an existing party record; any fields not specified in the request will keep their current values.

Updates the information for a specific party, opportunity, or case tag in your system.

Modifies the details of a specified existing task.

Enables you to update the name or modify the color of an existing task category.

Updates fundamental information such as the title, artist, or album details for a specific track.

Updates the text and details within existing notes and email messages.

Updates the details of an existing sales opportunity.

Triggers when a new opportunity is added, an existing opportunity is modified, or an opportunity is removed from your system.

Triggers when a party record is created, modified, or removed in the system.

Triggers when a new case is created, an existing case is updated, or a case is deleted in your system.

Triggers when a new task is created, an existing task is updated, or a task is deleted in your account.

Monitors and detects when a new case has been created.

Checks whether a new sales opportunity has been created in your system.

Detects when a new party record has been added.

Monitors and detects when a new task has been created.