Capsule CRM
Capsule CRM API v2: contacts (people and organisations), sales opportunities, projects, tasks, notes and activity entries, pipelines, tags, custom fields, tracks and REST hooks.
Free account. No credit card required.
Three ways to use Capsule CRM
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Capsule CRM.
Add additional party
Add a person or organisation as an additional contact to the opportunity.
Add additional party (project)
Add a person or organisation as an additional contact to the project.
Archive board
Archive the specific board. Requires the Administrator role.
Archive pipeline
Archive the specific pipeline. Requires the Administrator role.
Create activity type
Creates a new activity type. Body is an object with a single property `activityType`. Only possible on a teams edition Capsule account.
Create board
Creates a new board. The body must contain an object with a single property `board` which must be a [Board object](https://developer.capsulecrm.com/v2/models/board). Capsule accounts can have at most 30 active (non-archived) boards at any one time. This operation requires the authenticated user to h