Integrate Capsule

Provide your users with in-app integration with Capsule

Capsule

Online hosted CRM system for individuals, small businesses and sales teams wanting a simple, effective and affordable solution.

Connector Methods

Organisations

Feature Description Type
List Organisations Lists Organisations from Capsule. Action
Get Organisation Gets details of a specific organisation. Action
Delete Organisation Deletes a specific organisation. Action
Delete Contact From Organisation Remove an email, phone number, address or web address from an organisation. Action
Add Organisation Adds a new organisation to the CRM System. Action
Update Organisation Updates an organisation in the CRM System. Action
List People at Organisation Lists people at an Organisation Action
Get New Organisations Lists Organisations that have been created since last time the cycle ran. Action

Persons

Feature Description Type
Add Person Adds a new person to the CRM System. Action
Update Person Updates a person. Action
List Persons List all people in this Capsule CRM account. Action
Get Person Get details of a single person. Action
Delete Person Delete a single person. Action
Get New Persons Get people that have been created since the cycle last ran. Action

Opportunities

Feature Description Type
List Opportunities Lists Opportunities. Action
List Opportunities By Organisation Lists Opportunities for a specified Organisation. Action
Get Opportunity Gets details of an existing Opportunity. Action
Add Opportunity Adds an Opportunity. Action
Update Opportunity Updates an Opportunity. Action
Delete Opportunity Deletes an Opportunity. Action

Tasks

Feature Description Type
Add Task Adds a Task. Action
Update Task Updates a Task. Action
Delete Task Deletes a Task. Action
Complete Task Completes a Task. Action
Reopen Task Reopens a previously completed Task. Action
List Tasks Lists Tasks. Action
Get Task Retrieves details of a specific Task. Action

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