Capsule CRM

capsule crm is a customer relationship management platform that helps businesses organize contacts, track sales opportunities, and manage tasks integrating capsule crm with make com enables users to automate contact management, sales pipeline updates, and task creation within their crm this is ai generated content based on official capsule crm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //capsulecrm com/support/contact us/ directly requirements to use the capsule crm app in make, you must have an active capsule account and authenticate via oauth or personal access token, https //capsulecrm com for subscription, refer to the https //capsulecrm com connect capsule crm and {{product name}} to get started, you must first create a connection between capsule crm and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your capsule crm account create the connection in make obtain your oauth2 credentials in your capsule crm account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your capsule crm account to obtain your oauth2 credentials navigate to the application registration page in your capsule account click the option to register a new application enter the callback uri https //www integromat com/oauth/cb/capsule crm copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer capsulecrm com/v2/overview/authentication create the connection in {{product name}} https //www make com/en/register , add the capsule crm module to your {{scenario singular lowercase}} , and click create a connection 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 enter the authentication credentials you copied from your capsule crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page capsule crm modules after connecting to the capsule crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add an additional party in case adds a person or organization as an extra contact to an existing case record add an additional party in opportunity adds a person or organization as an extra contact associated with a specific opportunity create a case creates a new case record in your system create a custom field creates a new custom field for a party, opportunity, or case record create a milestone creates a new milestone for an existing sales opportunity create a party creates a new party record in your system create a tag creates a new tag for a party, opportunity, or case create a task creates a new task in your selected project or workspace create a task category creates a new category to organize and group related tasks create a track assigns a specific track definition to a selected case or opportunity, resulting in the creation of a new track for that record create an entry creates a new record in the specified database or application create an opportunity creates a new sales opportunity record in your crm system delete a case deletes a selected case from your account delete a custom field deletes a specified custom field from your capsule crm account delete a milestone 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 delete a party deletes a selected party record from your system delete a tag removes a specified tag from your capsule account, including from all parties, opportunities, and cases where the tag was previously applied delete a task deletes a selected task from your account delete a task category deletes a selected category from your capsule account, while keeping all tasks from that category and marking them as uncategorized delete a track removes a selected track and its associated tasks from a specified case or opportunity delete an entry deletes a specified entry from your capsule account along with all related attachments delete an opportunity deletes a selected opportunity record from your account list additional parties in opportunity retrieves a list of additional parties associated with a particular opportunity list additional parties in a case retrieves a list of all additional parties associated with a specific case list cases retrieves a complete list of all existing cases list custom fields retrieves a complete list of all available custom fields in your account list deleted opportunities retrieves a list of all opportunities that have been deleted list deleted parties retrieves a list of all parties that have been deleted from capsule crm since the date provided in the "since" parameter list deleted projects retrieves a list of all cases that have been deleted list employees retrieves a list of all employees associated with a specified organization list entries retrieves and displays notes, emails, and completed tasks associated with specific parties, cases, and opportunities list entries by date displays a list of notes, emails, and details of completed party tasks, sorted so that the most recently entered items appear first list milestones retrieves a complete list of all milestones from your account list opportunities retrieves a complete list of all available opportunities in your account list opportunities by party retrieves a list of all sales opportunities linked to a specified party or contact list parties retrieves a complete list of all parties in your account list tags retrieves a complete list of tags associated with a specified party, opportunity, or case list task categories retrieves a complete list of all available task categories list tasks retrieves a complete list of all existing tasks list track definitions retrieves a list of track definitions, allowing you to filter specifically for those related to cases or opportunities list tracks displays a list of tracks associated with a particular case or sales opportunity make an api call executes a custom api request to the connected service using your authorized credentials remove an additional party in case removes the selected person or organisation from the list of additional contacts associated with the case remove an additional party in opportunity removes a specified party or organization from the list of additional contacts associated with a particular opportunity search cases searches for cases in capsule, providing results identical to those found using capsule's global search feature search opportunities searches for opportunities in your capsule account, returning results that match what you would find using capsule's global search feature search parties searches for parties (such as people or organizations) in capsule, returning the same results as the global search feature within the capsule app show multiple cases enables you to retrieve detailed information for multiple cases by entering their unique ids show multiple opportunities retrieves detailed information for a list of opportunities based on the provided opportunity ids show multiple parties enables you to retrieve detailed information about multiple parties by entering their unique ids show a case displays detailed information about a selected case show a custom field displays the value of a selected custom field show a milestone displays detailed information about a selected milestone show a party displays detailed information about a selected person or organization show a tag displays detailed information about a selected tag show a task displays detailed information about a selected task show a task category displays detailed information about a selected task category show a track retrieves detailed information about a specific track show an entry displays the details of a selected note, email, or a completed party task show an opportunity retrieves detailed information about a particular opportunity update a case modifies the details of an existing case update a custom field updates the information for a specific party, opportunity, or case field definition in your system update a milestone updates the name, description, or probability value for an existing milestone in your project update a party updates the details of an existing party record; any fields not specified in the request will keep their current values update a tag updates the information for a specific party, opportunity, or case tag in your system update a task modifies the details of a specified existing task update a task category enables you to update the name or modify the color of an existing task category update a track updates fundamental information such as the title, artist, or album details for a specific track update an entry updates the text and details within existing notes and email messages update an opportunity updates the details of an existing sales opportunity watch opportunities triggers when a new opportunity is added, an existing opportunity is modified, or an opportunity is removed from your system watch parties triggers when a party record is created, modified, or removed in the system watch projects triggers when a new case is created, an existing case is updated, or a case is deleted in your system watch tasks triggers when a new task is created, an existing task is updated, or a task is deleted in your account watch new cases monitors and detects when a new case has been created watch new opportunities checks whether a new sales opportunity has been created in your system watch new parties detects when a new party record has been added watch new tasks monitors and detects when a new task has been created templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} capsule crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=capsule%20crm https //capsulecrm com https //developer capsulecrm com/ https //www make com/en/integrations/capsule crm