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Registering an OAuth Application

To use OAuth 2.0 authentication, you need to register an application on the Capsule developer portal to obtain your Client ID and Client Secret.

1

Open the application registration page

Go to the Capsule Developer Portal to register a new application.

2

Fill in application details

Complete the form with the following details.

  • Name (required): Enter a name for your application (e.g., StackOne Integration).
  • Description (required): Describe your application and the integration.
  • URL: Enter your application’s landing page URL (optional).
  • Redirect URL: Enter https://api.stackone.com/connect/oauth2/capsulecrm/callback
  • Contact Email (required): Enter a valid contact email address.
  • Application Type (required): Select Web Application.
3

Save your credentials

After registering the application, you will be shown your Client ID and Client Secret.

  • Copy both the Client ID and Client Secret.
  • Store them securely for use later.
  • The Client Secret must be kept server-side and never shared in source code.

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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Capsule CRM:
1

Navigate to Connector Profiles

Login to StackOne and navigate to Connector Profiles
2

Create New Connector Profile

  • Click + Connector Profile
  • Search for and select Capsule CRM
  • Select Type as OAuth 2.0
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Client Secret
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile
Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for Capsule CRM.