Connect Capsule CRM to Definable AI

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

About Capsule CRM

Capsule CRM is a productivity tool. Connect it to Definable AI with one-click OAuth2 — no API keys or custom code required.

What you can automate with Capsule CRM

Use Definable AI's agent platform to trigger workflows from Capsule CRM, process results with 50+ AI models, and sync data across 900+ connected apps.

Tools & Actions (109 available)

  • Add Party to Opportunity: Tool to add a party (person or organisation) to an opportunity in Capsule CRM. Use when you need to associate an additional party with an existing opportunity.
  • Add Project Party: Tool to add a party (person or organisation) to a project in Capsule CRM. Use when you need to associate an additional contact with a specific project beyond the primary assigned party.
  • Create Capsule CRM Category: Tool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.
  • Create Capsule CRM Milestone: Tool to create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.
  • Create Capsule CRM Party: Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.
  • Create Capsule CRM Title: Tool to create a new custom person title in Capsule CRM. Use when you need to add a new title option (e.g., 'Madam', 'Sir', 'Dr') for person records.
  • Create Custom Field Definition: Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.
  • Create Entry: Tool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, opportunity, or project.
  • Create Lost Reason: Tool to create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conversion rate calculations.
  • Create Opportunity: Tool to create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.
  • Create Project: Tool to create a new project (case) in Capsule CRM. Use when you need to create a project associated with a party (person or organisation) to track work or engagements.
  • Create Stage: Tool to create a new stage in a board in Capsule CRM. Use when you need to add a new workflow stage to an existing board with a specific display order.
  • Create Task: Tool to create a new task in Capsule CRM. Use when you need to add a task with a description and due date, optionally linking it to parties, opportunities, or projects.
  • Create Track: Tool to create a new track in Capsule CRM by applying a track definition to a project or opportunity. Use when you need to apply a predefined sequence of tasks to a specific entity.
  • Create Track Definition: Tool to create a new track definition in Capsule CRM. Use when you need to define a reusable sequence of tasks for business processes that can be applied to opportunities or projects.
  • Delete Board: Tool to delete (archive) a specific board in Capsule CRM. Use when you need to remove a board that is no longer needed.
  • Delete Category: Tool to delete a category from Capsule CRM. Use when you need to remove a category that is no longer needed.
  • Delete Custom Field Definition: Tool to delete a custom field definition from an entity type in Capsule CRM. This removes the field value from any parties, opportunities, or projects it was assigned to. Use when you need to permanently remove a custom field definition.
  • Delete Entity Tag: Tool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to remove a specific tag from all entities of a given type.
  • Delete Entry: Tool to delete an entry (note, email, or task) from Capsule CRM. Use when you need to remove an entry by its ID.
  • Delete Lost Reason: Tool to delete a lost reason from Capsule CRM. The deleted reason remains available for historical reporting but cannot be assigned to new opportunities.
  • Delete Milestone: Tool to delete a specific milestone from Capsule CRM. Use when you need to remove a milestone that is no longer needed. Note: Cannot delete a milestone while it is being used on an opportunity.
  • Delete Opportunity: Tool to delete an opportunity from Capsule CRM. The opportunity can be restored within 30 days via the web interface. Use when you need to remove an opportunity.
  • Delete Opportunity Party: Tool to remove a party (person or organisation) from an opportunity in Capsule CRM. Use when you need to disassociate a contact from a specific opportunity.
  • Delete Party: Tool to fully delete a specific party (person or organisation) from Capsule CRM. Use when you need to completely remove a party after confirming no active references remain.
  • Delete Project: Tool to delete a project (case) from Capsule CRM. The project can be restored within 30 days via the web interface. Use when you need to remove a project.
  • Delete Project Party: Tool to remove a party (person or organisation) from a project in Capsule CRM. Use when you need to disassociate a contact from a specific project.
  • Delete Stage: Tool to delete a specific stage from a board in Capsule CRM. Use when you need to remove a stage that is no longer needed. Note: Cannot delete a stage while it is being used by open projects.
  • Delete Task: Tool to delete a specific task from Capsule CRM. Use when you need to remove a task by its ID.
  • Delete Title: Tool to delete a specific title from Capsule CRM. Use when you need to remove a title that is no longer needed.
  • Delete Track: Tool to delete a specific track from Capsule CRM. Use when you need to remove a track that is no longer needed.
  • Delete Track Definition: Tool to delete a specific track definition from Capsule CRM. Use when you need to remove a track definition that is no longer needed.
  • Get Activity Type: Tool to get a specific activity type by ID. Use when you need to retrieve details about a particular activity type including its name, icon, and whether it updates the last contacted date.
  • Get Attachment: Tool to retrieve a specific attachment by ID from Capsule CRM. Returns the file content along with metadata (filename, content type). Use when you need to download an attachment that is associated with an entry (note, email, or completed task).
  • Get Board: Tool to get a specific board by ID from Capsule CRM. Use when you need to retrieve details of a particular board including its name, description, and timestamps.
  • Get Category: Tool to get a specific category by ID. Use when you need to retrieve details of a particular category including its name and colour.
  • Get Current User: Tool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Use when you need to identify the current user or access their preferences and settings.
  • Get Custom Field Definition: Tool to get a specific custom field definition by ID from Capsule CRM. Use when you need to retrieve details about a custom field including its type, options, and configuration.
  • Get Entity Tag: Tool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need details about a specific tag associated with an entity type.
  • Get Entry: Tool to retrieve a specific entry by ID. Use when you need to fetch details of a note, email, or task entry.
  • Get Lost Reason: Tool to retrieve a specific lost reason by ID from Capsule CRM. Use when you need details about a particular lost reason, such as its name or conversion tracking status.
  • Get Milestone: Tool to get a specific milestone by ID from Capsule CRM. Use when you need to retrieve details of a particular milestone including its name, description, completion status, and probability.
  • Get Opportunity: Tool to retrieve a specific opportunity by its ID from Capsule CRM. Use when you need detailed information about a single opportunity including value, milestone, and associated parties.
  • Get Pipeline: Tool to get a specific pipeline by ID from Capsule CRM. Use when you need to retrieve details of a particular pipeline including its name, description, and timestamps.
  • Get Project: Tool to retrieve a specific project (case) by its ID from Capsule CRM. Use when you need detailed information about a single project.
  • Get Stage: Tool to get a specific stage by ID from Capsule CRM. Use when you need to retrieve details of a particular stage including its name, description, board, and display order.
  • Get Task: Tool to get a specific task by ID. Use when you need to retrieve full details of a task including description, due date, status, and associations.
  • Get Track: Tool to get a specific track by ID. Use when you need to retrieve details of a track including its description, date, direction, and optionally its associated tasks.
  • Get Track Definition: Tool to get a specific track definition by ID from Capsule CRM. Use when you need to retrieve details of a track definition including its description, capture rule, direction, and associated task definitions.
  • Get User: Tool to get a specific user by ID. Use when you need to retrieve full details of a user including username, email preferences, timezone settings, and optionally their associated party information.
  • List Activity Type Icons: Tool to list available activity type icons in Capsule CRM. Use when you need to retrieve the set of icons available for categorizing activities or when creating/updating activity types. Returns system and custom icons with their identifiers, display names, and order.
  • List Activity Types: Tool to list all activity types on the Capsule account. Use when you need to retrieve available activity types for categorizing activities or understanding what activity classifications are available in the CRM.
  • List Board Stages: Tool to list stages associated with a board in Capsule CRM. Use when you need to retrieve all stages for a specific board with optional status filtering.
  • List Boards: Tool to list all boards on the Capsule CRM account. Use when you need to fetch all boards to view their names, descriptions, and metadata.
  • List Categories: Tool to list all task categories on the Capsule account. Use when you need to retrieve available categories for tasks or filter tasks by category.
  • List Countries: Tool to list all countries on the Capsule CRM account. Returns ISO country codes (alpha2, alpha3, numeric) and country names. Use when you need to reference valid country codes for addresses or other location-based data.
  • List Currencies: Tool to list all available currencies on the Capsule account. Returns ISO 4217 currency codes with their symbols and names. Use when you need to display currency options or validate currency codes for opportunities.
  • List Custom Field Definitions: Tool to list all custom field definitions for parties, opportunities, or projects (kases). Use when you need to discover what custom fields are available for a specific entity type.
  • List Deleted Opportunities: Tool to list opportunities deleted or restricted since a given date. Use when you need to identify recently deleted or restricted opportunities.
  • List Deleted Projects: Tool to list projects deleted or restricted since a given date. Use when you need to identify recently deleted or restricted projects.
  • List Entity Entries: Tool to list entries (notes, emails, tasks) for a specific party, opportunity, or project. Use when you need to retrieve all activity entries associated with an entity.
  • List Entity Tags: Tool to list all tag definitions for a specific entity type (parties, opportunities, or kases). Use when you need to retrieve available tags that can be applied to entities.
  • List Entity Tracks: Tool to list tracks applied to a specific opportunity or project. Use when you need to retrieve all tracks associated with an entity, optionally including their tasks.
  • List Entries By Date: Tool to list notes, emails, and completed party tasks in descending order by entry date. Use when you need the most recent entries first after authenticating.
  • List Goals: Tool to list all goals on the Capsule account. Use when you need to retrieve goals with pagination support.
  • List Lost Reasons: Tool to list all lost reasons on the Capsule account. Use when you need to retrieve available reasons for marking opportunities as lost.
  • List Milestones: Tool to list all milestones on the Capsule account. Use when you need to retrieve available milestones for pipelines or opportunities.
  • List Opportunities: Tool to list all opportunities from Capsule CRM with pagination and filtering. Use when you need to retrieve sales opportunities with optional filters for date changes or embed additional data like tags, custom fields, party details, or milestones.
  • List Opportunity Parties: Tool to list additional parties associated with an opportunity in Capsule CRM. Use when you need to retrieve contacts related to a specific opportunity.
  • List Opportunity Projects: Tool to list projects (cases) associated with a specific opportunity in Capsule CRM. Use when you need to retrieve all projects linked to an opportunity.
  • List Organisation Employees: Tool to list employees linked to a specific organisation (party). Use when you need to retrieve all employees under a given organisation.
  • List Parties: Tool to list all parties (contacts) on the account. Use when you need to fetch contacts with optional filters or embed additional related data.
  • List Party Opportunities: Tool to list all opportunities associated with a specific party in Capsule CRM. Use when you need to view all sales opportunities for a particular contact or organisation.
  • List Party Projects: Tool to list projects associated with a specific party in Capsule CRM. Use when you need to retrieve all projects linked to a contact or organisation.
  • List Pipeline Milestones: Tool to list milestones associated with a specific pipeline in Capsule CRM. Use when you need to retrieve all milestones for a pipeline to view their names, completion status, and probability.
  • List Pipelines: Tool to list all sales pipelines on the Capsule account. Pipelines contain milestones that track opportunity progress. Use when you need to retrieve available pipelines for opportunity management or to reference pipeline IDs.
  • List Project Parties: Tool to list parties associated with a specific project in Capsule CRM. Use when you need to retrieve all contacts linked to a project with optional filters and embedded data.
  • List Projects: List projects (cases) from Capsule CRM with pagination and filtering options. Projects (called 'kases' in the API) are used to track work or engagements related to parties. Supports filtering by status, search terms, date modified, and embedding additional data like tags, custom fields, party details, and opportunities.
  • List REST Hooks: Tool to list all REST hook subscriptions on the Capsule CRM account. REST hooks are webhook subscriptions that notify your application of events like party/opportunity/project created/updated/deleted. Use when you need to view existing webhook configurations or audit active subscriptions.
  • List Site: Tool to retrieve site (account) information for the authenticated Capsule CRM account. Returns the site URL, subdomain, and organization name. Use this when you need to identify which Capsule account is being accessed or retrieve basic account details.
  • List Stages: Tool to list all stages on the Capsule CRM account. Use when you need to retrieve stages across all boards with optional status filtering and pagination.
  • List Tasks: Tool to list tasks on the Capsule account. Use when you need to retrieve tasks with filters or embedded related data.
  • List Teams: Tool to list all teams on the Capsule CRM account. Returns team details including id, name, createdAt, and updatedAt timestamps. Optionally embed team membership information using the embed parameter.
  • List Titles: Tool to list all custom person titles on the Capsule account. Returns title IDs and text values. Use when you need to retrieve available title options for person records or reference title IDs for other operations.
  • List Track Definitions: Tool to list all track definitions on the Capsule account. Use when you need to retrieve track templates that define sequences of tasks for opportunities or projects.
  • List Users: List all users on the Capsule CRM account. Returns user details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Optionally embed full party details (addresses, phone numbers, emails) using the embed parameter. Use this for user management, auditing, or when you need to reference user IDs for other operations.
  • List deleted parties: Tool to retrieve parties deleted since a given date. Use when you need to sync deletions.
  • Restore Board: Tool to restore a deleted board in Capsule CRM. Use when you need to recover a previously deleted board. Requires Administrator role.
  • Run Filter Query: Tool to run structured filter queries on parties, opportunities or kases. Use when you need to retrieve entities matching specific filter conditions.
  • Search Opportunities: Tool to search for opportunities in Capsule CRM by query string. Use when you need to find specific opportunities by searching their names or descriptions.
  • Search Parties: Tool to search for parties (contacts/organisations) in Capsule CRM by query string. Use when you need to find specific parties by searching their names, contact info, or tags.
  • Search Projects: Tool to search for projects (cases) in Capsule CRM by query string. Use when you need to find specific projects by searching their names or descriptions.
  • Update Capsule CRM Board: Tool to update an existing board in Capsule CRM. Use when you need to modify the name or description of a board. Requires Administrator role on the Capsule account.
  • Update Capsule CRM Category: Tool to update an existing category in Capsule CRM. Use when you need to modify the name or color of a category.
  • Update Capsule CRM Lost Reason: Tool to update an existing lost reason in Capsule CRM. Use when you need to modify the name or conversion tracking setting of a lost reason after confirming its ID.
  • Update Capsule CRM Milestone: Tool to update an existing milestone in Capsule CRM. Use when you need to modify the name, description, or probability of a milestone stage in the sales pipeline.
  • Update Capsule CRM Party: Tool to update an existing person or organisation (Party) in Capsule CRM. Use when you need to modify specific fields of a party after confirming its ID. Example: "Update party 11587 to remove phone number 12136 and add a new work email."
  • Update Capsule CRM Pipeline: Tool to update an existing pipeline in Capsule CRM. Use when you need to modify the name or description of a pipeline.
  • Update Capsule CRM Stage: Tool to update an existing stage in Capsule CRM. Use when you need to modify the name, description, or display order of a stage within a board. Requires Administrator role on the Capsule account.
  • Update Capsule CRM Track: Tool to update an existing track in Capsule CRM. Use when you need to modify the description or trackDateOn of a track instance. Only description and trackDateOn can be modified.
  • Update Capsule CRM Track Definition: Tool to update an existing track definition in Capsule CRM. Use when you need to modify the description or manage task definitions within a track.
  • Update Custom Field Definition: Tool to update an existing custom field definition in Capsule CRM. Use when you need to modify the name or data tag association of a custom field for parties, opportunities, or projects.
  • Update Entity Tag: Tool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to modify the name of a tag.
  • Update Entry: Tool to update an existing entry (note, email, or task) in Capsule CRM. Use when you need to modify the content of an entry or manage its attachments.
  • Update Opportunity: Tool to update an existing opportunity in Capsule CRM. Use when you need to modify details such as name, value, milestone, probability, or custom fields after confirming the opportunity ID.
  • Update Project: Tool to update an existing project (case) in Capsule CRM. Use when you need to modify project details such as name, description, status, or custom fields after confirming the project ID.
  • Update Task: Tool to update an existing task in Capsule CRM. Use when you need to modify task details, change status to completed, or update due dates.
  • Update User: Tool to update an existing user in Capsule CRM. Use when you need to modify user preferences such as task reminders, locale, currency, timezone, or email settings.
  • Upload Attachment: Tool to upload an attachment to Capsule CRM. Returns a token that can be used to associate the attachment with entries when creating or updating them. Maximum file size is 25MB.

How to connect Capsule CRM

  1. Sign in to Definable AI and go to Apps
  2. Search for Capsule CRM and click Connect
  3. Authorize via OAuth2 — takes under 30 seconds
  4. Use Capsule CRM actions in your AI agents and workflows