Integrate Capsule v2

Provide your users with in-app integration with Capsule v2

Capsule v2

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

Connector Methods

Tasks

Feature Description Type
Create Task This method allows you to add a Task. Action
Update Task This method allows you to update a tasks. Action
Delete Task This method allows you to delete a Task. Action
Get Task This method allows you to get the details of a single Task. Action
Get Tasks This method allows you to get the details of all Tasks. Action

Opportunities

Feature Description Type
Create Opportunity This method allows you to add a Opportunity. Action
Update Opportunity This method allows you to update a opportunities. Action
Delete Opportunity This method allows you to delete a Opportunity. Action
Get Opportunity This method allows you to get the details of a single Opportunity. Action
Get Opportunities This method allows you to get the details of all Opportunities. Action

Parties

Feature Description Type
Create Party This method allows you to add a Party. Action
Update Party This method allows you to update a party. Action
Delete Party This method allows you to delete a Party. Action
Get Party This method allows you to get the details of a single Party. Action
Get Parties This method allows you to get the details of all Parties. Action

Contacts

Feature Description Type
Create Contact This method allows you to add a contact. Action
Update contact This method allows you to update a contacts. Action
Delete Contact This method allows you to delete a contact. Action
Get Contact This method allows you to get the details of a single contact. Action
Get Contacts This method allows you to get the details of all contacts. Action
Get Contacts With Email Addresses This method gets contacts that have at least one email address. For each email address, a separate contact is returned. Action

Organisations

Feature Description Type
Create Organisation This method allows you to add a organisation. Action
Update Organisation This method allows you to update a organisations. Action
Delete Organisation This method allows you to delete a organisation. Action
Get Organisation This method allows you to get the details of a single organisation. Action
Get Organisation This method allows you to get the details of all organisations. Action

Internationalization

Feature Description Type
List Countries Collection of country names available in Capsule; useful for populating the country field of the party’s address. These are the same for all Capsule accounts Action
List Currencies Collection of ISO currency code options available in Capsule; useful for populating and displaying the opportunities’ value. These are the same for all Capsule accounts Action

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