Capsule CRM

What you can do

10 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

• Create Opportunitycreate_opportunity
  Create a new Opportunity in Capsule CRM.
• Add Note to Entityadd_note_to_entity
  Add a comment/note to an entity (e.g., contact, opportunity, project).
• Create Contactcreate_contact
  Create a new Person or Organisation in Capsule CRM.
• Create Projectcreate_project
  Create a new Project in Capsule CRM.
• Create Taskcreate_task
  Create a new Task in Capsule CRM.
• Find Contactfind_contact
  Find a Person by search criteria.
• Find Opportunityfind_opportunity
  Find an Opportunity by search criteria.
• Find Projectfind_project
  Find a Project by search criteria.
• Update Contactupdate_contact
  Update fields on an existing Person or Organisation.
• Update Opportunityupdate_opportunity
  Update an existing Opportunity in Capsule CRM.

Set it up

About two minutes, once per project or once for the whole workspace.

1. Open Integrations in the builder

   Backend panel, Integrations tab, then Capsule CRM. To connect it for every project, use Workspace settings, Integrations.

2. Add your credentials

   An API key (or token) from your Capsule CRM account, pasted once. It is stored encrypted and only read on the server when an action runs.

   • API key From Capsule CRM's settings
3. Call an action

   From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

   // .workflow.js (native ctx)
   export async function run(ctx) {
     const res = await ctx.integrations.invoke("capsule_crm", "create_opportunity", {
       "partyId": "<partyId>",
       "name": "<name>",
       "milestoneId": "<milestoneId>",
       "customFields": {}
     });
     if (!res.success) throw new Error(res.error);
     ctx.log.info("Capsule CRM answered", { output: res.output });
   }

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