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Capsule CRM

With Capsule CRM modules in Make, you can manage your parties, projects, opportunities, tasks, task categories, milestones, entries, tracks, tags and custom fields and list all employees.

To get started with Capsule CRM, create an account at capsulecrm.com.

Refer to the Capsule CRM API documentation for a list of available endpoints.

Connect Capsule CRM to Make

To establish the connection:

  1. Log in to your Make account, add a Capsule CRM to your scenario, and click Create a Connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and enter your custom app client credentials.  For more information, refer to Capsule CRM Authentication.

    If requested, use the following Redirect URI when creating your custom app: https://www.integromat.com/oauth/cb/capsule-crm.

  4. Click Save.

  5. Enter your site address and click Continue.

  6. Click Allow.

  7. If prompted, authenticate your account and confirm access.

    You have successfully established the connection. You can now edit your scenario and add more Capsule CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Capsule CRM Scenarios

After connecting the app, you can perform the following actions:

Party

  • Watch Parties

  • Watch new Parties

  • Search Parties

  • List Parties

  • List Additional Parties in Opportunity

  • List Additional Parties in a Case

  • List Deleted Parties

  • Show a Party

  • Show Multiple Parties

  • Create a Party

  • Add an Additional Party in Opportunity

  • Add an Additional Party in Case

  • Update a Party

  • Delete a Party

  • Remove an Additional Party in Opportunity

  • Remove an Additional Party in Case

Project (Original Case)

  • Watch Projects

  • Watch new Cases

  • Search Cases

  • List Cases

  • List Deleted Projects

  • Show a Case

  • Show Multiple Cases

  • Create a Case

  • Update a Case

  • Delete a Case

Opportunity

  • Watch Opportunities

  • Watch new Opportunities

  • Search Opportunities

  • List Opportunities

  • List Opportunities by Party

  • List Deleted Opportunities

  • Show an Opportunity

  • Show Multiple Opportunities

  • Create an Opportunity

  • Update an Opportunity

  • Delete and Opportunity

Task

  • Watch Tasks

  • Watch new Tasks

  • List Tasks

  • Show a Task

  • Create a Task

  • Update a Task

  • Delete a Task

Task Category

  • List Task Categories

  • Show a Task Category

  • Create a Task Category

  • Update a Task Category

  • Delete a Task Category

Milestone

  • List Milestones

  • Show a Milestone

  • Create a Milestone

  • Update a Milestone

  • Delete a Milestone

Entry

  • List Entries

  • List Entries by Date

  • Show an Entry

  • Create an Entry

  • Update an Entry

  • Delete an Entry

Track

  • List Tracks

  • List Track Definitions

  • Show a Track

  • Create a Track

  • Update a Track

  • Delete a Track

Tag

  • List Tags

  • Show a Tag

  • Create a Tag

  • Update a Tag

  • Delete a Tag

Custom Field

  • List Custom Field

  • Show a Custom Field

  • Create a Custom Field

  • Update a Custom Field

  • Delete a Custom Field

Employee

  • List Employees

Other

  • Make an API Call

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