Actions

read user\_preference write

127 actions

Action

Description

Required scopes

List Users

Retrieve all users in the Capsule CRM account

Get Current User

Retrieve the current authenticated user

Get User

Retrieve a specific user by ID

Update User

Update a user's preferences

List Teams

Retrieve all teams in the Capsule CRM account

Get Team

Retrieve a specific team by ID

List Parties

Retrieve all parties (contacts) in Capsule CRM

Get Party

Retrieve a specific party by ID

Get Multiple Parties

Retrieve multiple parties by their IDs

Search Parties

Search for parties by query term

Create Party

Create a new party (person or organization)

Update Party

Update an existing party

Delete Party

Delete a party from Capsule CRM

List Party Employees

List employees (people) of an organization

List Deleted Parties

List parties deleted since a specific date

Filter Parties

Run an ad-hoc filter query on parties

List Track Definitions

List all track definitions in Capsule CRM

Get Track Definition

Get a specific track definition by ID

Create Track Definition

Create a new track definition

Update Track Definition

Update an existing track definition

Delete Track Definition

Delete a track definition

List Opportunities

Retrieve all opportunities (deals) in Capsule CRM

Get Opportunity

Retrieve a specific opportunity by ID

Get Multiple Opportunities

Retrieve multiple opportunities by IDs

Search Opportunities

Search for opportunities by query term

List Party Opportunities

List opportunities associated with a specific party

Create Opportunity

Create a new opportunity (deal)

Update Opportunity

Update an existing opportunity

Delete Opportunity

Delete an opportunity from Capsule CRM

List Deleted Opportunities

List opportunities deleted since a specific date

List Opportunity Parties

List additional parties associated with an opportunity

Add Party To Opportunity

Add an additional party to an opportunity

Remove Party From Opportunity

Remove an additional party from an opportunity

List Opportunity Projects

List projects associated with an opportunity

Filter Opportunities

Run an ad-hoc filter query on opportunities

List Lost Reasons

List all lost reasons in Capsule CRM

List Projects

Retrieve all projects (cases) in Capsule CRM

Get Project

Retrieve a specific project by ID

Get Multiple Projects

Retrieve multiple projects by their IDs

Search Projects

Search for projects by query term

List Party Projects

List projects associated with a specific party

Create Project

Create a new project (case)

Update Project

Update an existing project

Delete Project

Delete a project from Capsule CRM

List Deleted Projects

List projects deleted since a specific date

List Project Parties

List parties associated with a project

Add Party To Project

Add a party to a project

Remove Party From Project

Remove a party from a project

Filter Projects

Run an ad-hoc filter query on projects

List Tasks

Retrieve all tasks in Capsule CRM

Get Task

Retrieve a specific task by ID

Create Task

Create a new task

Update Task

Update an existing task

Delete Task

Delete a task from Capsule CRM

List Entries

Retrieve all entries (notes, emails, completed tasks) by date

List Party Entries

List entries for a specific party

List Opportunity Entries

List entries for a specific opportunity

List Project Entries

List entries for a specific project

Get Entry

Retrieve a specific entry by ID

Create Entry

Create a new entry (note)

Update Entry

Update an existing entry

Delete Entry

Delete an entry from Capsule CRM

Upload Attachment

Upload a file attachment for use with entries

Get Attachment

Download an attachment by ID

List Activity Types

List all activity types in Capsule CRM

List Party Tags

List all tag definitions for parties

Get Party Tag

Retrieve a specific party tag definition by ID

Create Party Tag

Create a new tag definition for parties

Update Party Tag

Update a party tag definition

Delete Party Tag

Delete a party tag definition

List Opportunity Tags

List all tag definitions for opportunities

Get Opportunity Tag

Retrieve a specific opportunity tag definition by ID

Create Opportunity Tag

Create a new tag definition for opportunities

Update Opportunity Tag

Update an opportunity tag definition

Delete Opportunity Tag

Delete an opportunity tag definition

List Project Tags

List all tag definitions for projects

Get Project Tag

Retrieve a specific project tag definition by ID

Create Project Tag

Create a new tag definition for projects

Update Project Tag

Update a project tag definition

Delete Project Tag

Delete a project tag definition

List Pipelines

Retrieve all pipelines in Capsule CRM

Get Pipeline

Retrieve a specific pipeline by ID

Get Multiple Pipelines

Retrieve multiple pipelines by their IDs

Create Pipeline

Create a new pipeline

Update Pipeline

Update an existing pipeline

Archive Pipeline

Archive a pipeline

Restore Pipeline

Restore an archived pipeline

Duplicate Pipeline

Duplicate an existing pipeline

List Milestones

Retrieve all milestones from the oldest active pipeline

List Pipeline Milestones

List milestones for a specific pipeline

Get Milestone

Retrieve a specific milestone by ID

Create Milestone

Create a new milestone

Update Milestone

Update an existing milestone

Delete Milestone

Delete a milestone

List Party Custom Fields

List all custom field definitions for parties

Get Party Custom Field

Get a specific party custom field definition

Create Party Custom Field

Create a new party custom field definition

Update Party Custom Field

Update a party custom field definition

Delete Party Custom Field

Delete a party custom field definition

List Opportunity Custom Fields

List all custom field definitions for opportunities

Get Opportunity Custom Field

Get a specific opportunity custom field definition

Create Opportunity Custom Field

Create a new opportunity custom field definition

Update Opportunity Custom Field

Update an opportunity custom field definition

Delete Opportunity Custom Field

Delete an opportunity custom field definition

List Project Custom Fields

List all custom field definitions for projects

Get Project Custom Field

Get a specific project custom field definition

Create Project Custom Field

Create a new project custom field definition

Update Project Custom Field

Update a project custom field definition

Delete Project Custom Field

Delete a project custom field definition

List Task Categories

List all task categories in Capsule CRM

Get Task Category

Get a specific task category by ID

Create Task Category

Create a new task category

Update Task Category

Update an existing task category

Delete Task Category

Delete a task category

List Boards

List all boards in Capsule CRM

Get Board

Get a specific board by ID

Create Board

Create a new board

Update Board

Update an existing board

Archive Board

Archive a board

Restore Board

Restore an archived board

List Stages

List all stages in Capsule CRM

List Board Stages

List stages for a specific board

Get Stage

Get a specific stage by ID

Create Stage

Create a new stage

Update Stage

Update an existing stage

Delete Stage

Delete a stage

Get Site

Retrieve site information