Capsule CRM

Link an existing party as an additional contact to the opportunity.

Create a new opportunity.

Delete an opportunity.

List additional parties related to the opportunity.

List projects associated with the opportunity.

Show deleted opportunities.

Retrieve all opportunities.

Retrieve opportunities for a specific party.

Unlink an additional party from the opportunity.

Search opportunities.

Retrieve multiple opportunities by IDs.

Retrieve a specific opportunity.

Update an existing opportunity.

Add an existing party as an additional contact to the project.

Create a new project.

Delete a project.

List additional parties related to a project.

Show deleted projects.

List opportunities linked to the project.

Retrieve all projects.

List projects associated with a party.

Remove an additional party from a project.

Search projects.

Load multiple projects by IDs.

Retrieve a specific project.

Update an existing project.

Create a new party.

Fully delete the specific party.

Retrieve parties that have been deleted since a given date.

List employees linked to the party (organisation/person).

Retrieve opportunities associated with the given party.

Retrieve the collection of Parties (people and organisations) in the Capsule account.

Search parties in the Capsule account.

Load a list of parties by IDs (comma separated).

Retrieve details for a specific party.

Update an existing party.

Archive a pipeline.

Create a new pipeline.

Create a duplicate of an existing pipeline.

List all pipelines.

Restore a previously archived pipeline.

Show multiple pipelines.

Show a specific pipeline.

Update pipeline details.

List users in the Capsule account.

List all users in the Capsule account.

Show the user associated with the access token.

Show the user associated with the access token.

Show a specific user.

Show a specific user.

Update a user.

Update a user.

Archive a board.

Create a new board.

Delete a board.

List all boards.

Restore an archived board.

Show a specific board.

Update a board.

Create a new entry (note/email) for a party, project or opportunity.

Delete an entry.

Fetch a list of entries (notes, emails, etc.).

Download an attachment.

Show a specific entry.

Update an existing entry.

Upload a file to attach to an entry (provides a token for later use).

Create a new custom field definition.

Delete a custom field definition.

List all custom field definitions.

Show a single custom field definition.

Update an existing custom field definition.

Create a lost reason.

Delete lost reason.

List lost reasons.

Show a lost reason.

Update lost reason.

Create a milestone.

Delete milestone.

List all milestones.

Show a milestone.

Update milestone.

Create a stage.

Delete a stage.

List stages.

Show a stage.

Update a stage.

Create a new tag definition for an entity.

Delete a tag definition.

List all tag definitions for a given entity (parties, opportunities, or kases).

Show a single tag definition for an entity.

Update an existing tag definition.

Create a new task.

Delete a task.

Retrieve the collection of tasks.

Retrieve a specific task.

Update an existing task.

Create a track definition.

Delete a track definition.

List track definitions.

Show a track definition.

Update a track definition.

Create a track.

Delete a track.

List all tracks.

Show a track.

Update a track.

List REST hooks.

Show a REST hook.

Subscribe to REST hooks.

Unsubscribe from a REST hook.

Download an attachment.

Upload an attachment ready to be attached to an entry.

List countries.

List currencies.

Show the site address (subdomain) linked to the access token.

Show the site address.

List all teams in the Capsule account.

Show a specific team.

List titles.

Show a title.

List task categories.