Capsule CRM
Online CRM for individuals, small businesses and sales teams wanting a simple, effective and affordable solution.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Connector Metadata | |
---|---|
Publisher | Microsoft |
Website | https://capsulecrm.com/ |
Privacy policy | https://capsulecrm.com/privacy/ |
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 100 | 60 seconds |
Frequency of trigger polls | 1 | 120 seconds |
Complete task |
This operation is used to complete a task. |
Create opportunity |
This operation is used to create a new opportunity in your account. |
Create organisation |
This operation is used to create a new organisation in your Capsule account. |
Create person |
This operation is used to create a new person in your Capsule account. |
Create person (V2) (Preview) |
This operation is used to create a new person in your Capsule account. |
Create task |
This operation is used to create a new task. |
Delete party |
This operation is used to delete a party from your account. |
Delete |
This operation is used to delete an existing opportunity. |
Get opportunity |
This operation is used to retrieve all information about an opportunity. |
Get party |
This operation retrieves all information about an existing party. |
Get party (V2) (Preview) |
This operation retrieves all information about an existing party. |
List opportunities |
This operation retrieves a list of all opportunities in your Capsule account. |
List organizations |
This operation is used to retrieve a list of all organisations in your account. |
List parties |
This operation is used to retrieve a list of all parties in your Capsule account. |
List parties (V2) (Preview) |
This operation is used to retrieve a list of all parties in your Capsule account. |
List people |
This operation is used to retrieve a list of all people in your Capsule account. |
List people (V2) (Preview) |
This operation is used to retrieve a list of all people in your Capsule account. |
List tasks |
This operation is used to retrieve a list of tasks. |
Update opportunity |
This operation is used to update information about an existing opportunity. |
Update organisation |
This operation is used to update information about an existing organisation. |
Update person |
This operation is used to update the information about an existing person in your Capsule account. |
Update person (V2) (Preview) |
This operation is used to update the information about an existing person in your Capsule account. |
This operation is used to complete a task.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Task Id
|
taskId | True | string |
The id of the task |
Returns
Name | Path | Type | Description |
---|---|---|---|
task
|
task | Task_Response |
This operation is used to create a new opportunity in your account.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string | |
Party Id
|
id | True | integer |
Pick a party. |
Id
|
id | True | integer |
Pick a milestone. |
Description
|
description | string | ||
Duration Basis
|
durationBasis | string | ||
Duration
|
duration | string | ||
Expected Close Date
|
expectedCloseOn | string |
yyyy-MM-dd |
|
Winning Probability
|
probability | integer | ||
Amount
|
amount | integer | ||
Currency
|
currency | string |
Returns
Name | Path | Type | Description |
---|---|---|---|
opportunity
|
opportunity | Opportunity_Response |
This operation is used to create a new organisation in your Capsule account.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string | |
About
|
about | string | ||
Phone Number
|
number | string | ||
Phone Type
|
type | string | ||
Email Address
|
address | string | ||
Email Type
|
type | string | ||
Website Address
|
address | string | ||
Website Service
|
service | string | ||
Website Type
|
type | string | ||
Address Street
|
street | string | ||
Address City
|
city | string | ||
Address State
|
state | string | ||
Address Zip
|
zip | string | ||
Address Country
|
country | string | ||
Address Type
|
type | string | ||
Tags
|
tags | string |
Comma-separated list of tags. |
Returns
Name | Path | Type | Description |
---|---|---|---|
party
|
party | Party_Response |
This operation is used to create a new person in your Capsule account.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Last Name
|
lastName | True | string | |
First Name
|
firstName | string | ||
Title
|
title | string | ||
Job Title
|
jobTitle | string | ||
About
|
about | string | ||
Organisation Id
|
organisation | string |
Pick an organisation. |
|
Phone Number
|
number | string | ||
Phone Type
|
type | string | ||
Email Address
|
address | string | ||
Email Type
|
type | string | ||
Website Address
|
address | string | ||
Website Service
|
service | string | ||
Website Type
|
type | string | ||
Address Street
|
street | string | ||
Address City
|
city | string | ||
Address State
|
state | string | ||
Address Zip
|
zip | string | ||
Address Country
|
country | string | ||
Address Type
|
type | string | ||
Tags
|
tags | string |
Comma-separated list of tags. |
Returns
Name | Path | Type | Description |
---|---|---|---|
party
|
party | Party_Response |
This operation is used to create a new person in your Capsule account.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Last Name
|
lastName | True | string | |
First Name
|
firstName | string | ||
Title
|
title | string | ||
Job Title
|
jobTitle | string | ||
About
|
about | string | ||
Id
|
id | True | integer |
Pick an organisation. |
Phone Number
|
number | string | ||
Phone Type
|
type | string | ||
Email Address
|
address | string | ||
Email Type
|
type | string | ||
Website Address
|
address | string | ||
Website Service
|
service | string | ||
Website Type
|
type | string | ||
Address Street
|
street | string | ||
Address City
|
city | string | ||
Address State
|
state | string | ||
Address Zip
|
zip | string | ||
Address Country
|
country | string | ||
Address Type
|
type | string | ||
Tags
|
tags | string |
Comma-separated list of tags. |
Returns
Name | Path | Type | Description |
---|---|---|---|
party
|
party | Party_ResponseV2 |
This operation is used to create a new task.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Description
|
description | True | string | |
Due Date
|
dueOn | True | string |
yyyy-MM-dd |
Due Time
|
dueTime | string |
hh:mm:ss |
|
Details
|
detail | string | ||
Id
|
id | integer |
Returns
Name | Path | Type | Description |
---|---|---|---|
task
|
task | Task_Response |
This operation is used to delete a party from your account.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Party Id
|
personId | True | string |
The id of the party |
Returns
- response
- string
This operation is used to delete an existing opportunity.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Opportunity Id
|
opportunityId | True | string |
The id of the opportunity |
Returns
- response
- string
This operation is used to retrieve all information about an opportunity.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Opportunity Id
|
opportunityId | True | string |
The id of the opportunity |
Returns
Name | Path | Type | Description |
---|---|---|---|
opportunity
|
opportunity | Opportunity_Response |
This operation retrieves all information about an existing party.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Party Id
|
personId | True | string |
The id of the party |
Returns
Name | Path | Type | Description |
---|---|---|---|
party
|
party | Party_Response |
This operation retrieves all information about an existing party.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Party Id
|
personId | True | string |
The id of the party |
Returns
Name | Path | Type | Description |
---|---|---|---|
party
|
party | Party_ResponseV2 |
This operation retrieves a list of all opportunities in your Capsule account.
Returns
Name | Path | Type | Description |
---|---|---|---|
opportunities
|
opportunities | array of Opportunity_Response |
This operation is used to retrieve a list of all organisations in your account.
Returns
- Body
- Listparties_Response
This operation is used to retrieve a list of all parties in your Capsule account.
Returns
- Body
- Listparties_Response
This operation is used to retrieve a list of all parties in your Capsule account.
Returns
This operation is used to retrieve a list of all people in your Capsule account.
Returns
- Body
- Listparties_Response
This operation is used to retrieve a list of all people in your Capsule account.
Returns
This operation is used to retrieve a list of tasks.
Returns
Name | Path | Type | Description |
---|---|---|---|
tasks
|
tasks | array of Task_Response |
This operation is used to update information about an existing opportunity.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Opportunity Id
|
opportunityId | True | string |
The id of the opportunity |
Name
|
name | string | ||
Party Id
|
id | True | integer |
Pick a party. |
Milestone Id
|
id | True | integer |
Pick a milestone. |
Description
|
description | string | ||
Duration Basis
|
durationBasis | string | ||
Duration
|
duration | string | ||
Expected Close Date
|
expectedCloseOn | string |
yyyy-MM-dd |
|
Winning Probability
|
probability | integer | ||
Amount
|
amount | integer | ||
Currency
|
currency | string |
Returns
Name | Path | Type | Description |
---|---|---|---|
opportunity
|
opportunity | Opportunity_Response |
This operation is used to update information about an existing organisation.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Party Id
|
id | True | string |
The id of the party |
Name
|
name | string | ||
About
|
about | string | ||
Phone Number
|
number | string | ||
Phone Type
|
type | string | ||
Email Address
|
address | string | ||
Email Type
|
type | string | ||
Website Address
|
address | string | ||
Website Service
|
service | string | ||
Website Type
|
type | string | ||
Address Street
|
street | string | ||
Address City
|
city | string | ||
Address State
|
state | string | ||
Address Zip
|
zip | string | ||
Address Country
|
country | string | ||
Address Type
|
type | string | ||
Tags
|
tags | string |
Comma-separated list of tags. |
Returns
Name | Path | Type | Description |
---|---|---|---|
party
|
party | Party_Response |
This operation is used to update the information about an existing person in your Capsule account.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Party Id
|
personId | True | string |
The id of the party |
Last Name
|
lastName | string | ||
First Name
|
firstName | string | ||
Title
|
title | string | ||
Job Title
|
jobTitle | string | ||
About
|
about | string | ||
Organisation Id
|
organisation | string |
Pick an organisation. |
|
Phone Number
|
number | string | ||
Phone Type
|
type | string | ||
Email Address
|
address | string | ||
Email Type
|
type | string | ||
Website Address
|
address | string | ||
Website Service
|
service | string | ||
Website Type
|
type | string | ||
Address Street
|
street | string | ||
Address City
|
city | string | ||
Address State
|
state | string | ||
Address Zip
|
zip | string | ||
Address Country
|
country | string | ||
Address Type
|
type | string | ||
Tags
|
tags | string |
Comma-separated list of tags. |
Returns
Name | Path | Type | Description |
---|---|---|---|
party
|
party | Party_Response |
This operation is used to update the information about an existing person in your Capsule account.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Party Id
|
personId | True | string |
The id of the party |
Last Name
|
lastName | string | ||
First Name
|
firstName | string | ||
Title
|
title | string | ||
Job Title
|
jobTitle | string | ||
About
|
about | string | ||
Id
|
id | True | integer |
Pick an organisation. |
Phone Number
|
number | string | ||
Phone Type
|
type | string | ||
Email Address
|
address | string | ||
Email Type
|
type | string | ||
Website Address
|
address | string | ||
Website Service
|
service | string | ||
Website Type
|
type | string | ||
Address Street
|
street | string | ||
Address City
|
city | string | ||
Address State
|
state | string | ||
Address Zip
|
zip | string | ||
Address Country
|
country | string | ||
Address Type
|
type | string | ||
Tags
|
tags | string |
Comma-separated list of tags. |
Returns
Name | Path | Type | Description |
---|---|---|---|
party
|
party | Party_ResponseV2 |
When a party is created |
This operation triggers when a new party is created in your account. |
When a party is created (V2) (Preview) |
This operation triggers when a new party is created in your account. |
When a task is created |
This operation triggers when a task is created in your account. |
When an opportunity is created |
This operation triggers when a new opportunity is created in your account. |
When an opportunity is updated |
This operation triggers when an existing opportunity is updated in your account. |
This operation triggers when a new opportunity is created in your account.
Returns
- Body
- Opportunity_Response
This operation triggers when an existing opportunity is updated in your account.
Returns
- Body
- Opportunity_Response
Name | Path | Type | Description |
---|---|---|---|
Closed Date
|
closedOn | string |
yyyy-MM-dd |
Created Date-Time
|
createdAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
Description
|
description | string |
Opportunity description. |
Duration
|
duration | integer |
Opportunity duration. |
Duration Basis
|
durationBasis | string |
Basis for the opportunity duration. |
Expected Close Date
|
expectedCloseOn | string |
yyyy-MM-dd |
Opportunity Id
|
id | integer |
Unique id of the opportunity. |
Milestone Id
|
milestone.id | integer |
Unique id of the milestone. |
Milestone Name
|
milestone.name | string |
Name of the milestone opportunity is in. |
Opportunity Name
|
name | string |
Name of the opportunity. |
Id
|
owner.id | integer |
Unique id of the user. |
Name
|
owner.name | string |
Name of the user. |
Username
|
owner.username | string |
Username of the user. |
First Name
|
party.firstName | string |
First name when type is person. |
Id
|
party.id | integer |
Unique id of the party. |
Last Name
|
party.lastName | string |
Last name when type is person. |
Picture URL
|
party.pictureURL | string |
Url that represents the profile picture for this party. |
Type
|
party.type | string |
Person or organization. |
Probability
|
probability | integer |
Probability of winning the opportunity. |
Updated Date-Time
|
updatedAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
Amount the opportunity is worth.
|
value.amount | float |
amount |
Currency
|
value.currency | string |
Currency type of the opportunity. |
Name | Path | Type | Description |
---|---|---|---|
parties
|
parties | array of object |
party |
Organisation Name
|
parties.name | string |
Name of the organisation. |
About
|
parties.about | string |
Organisation description. |
Created Date-Time
|
parties.createdAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
First Name
|
parties.firstName | string |
Person's first name. |
Party Id
|
parties.id | integer |
Unique id of the organisation. |
Job Title
|
parties.jobTitle | string |
Person's job title. |
Last Contacted Date-Time
|
parties.lastContactedAt | string |
yyyy-MM-ddTHH:mm:ss.fffZ |
Last Name
|
parties.lastName | string |
Person's last name. |
Organisation
|
parties.organisation | string |
Person's company. |
Picture URL
|
parties.pictureURL | string |
Url where the image is located. |
Title
|
parties.title | string |
Person's title. |
Type
|
parties.type | string |
Person or organisation. |
Updated Date-Time
|
parties.updatedAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
Name | Path | Type | Description |
---|---|---|---|
Organisation Name
|
name | string |
Name of the organisation. |
About
|
about | string |
Short description about the party. |
addresses
|
addresses | array of object |
Array of addresses. |
City
|
addresses.city | string |
Party address. |
Country
|
addresses.country | string |
Party address. |
State
|
addresses.state | string |
Party address. |
Street
|
addresses.street | string |
Party address. |
Type
|
addresses.type | string |
Party address. |
Zip
|
addresses.zip | string |
Party address. |
Created Date-Time
|
createdAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
emailAddresses
|
emailAddresses | array of object |
Array of email addresses. |
Email Address
|
emailAddresses.address | string |
The actual email address. |
Email Type
|
emailAddresses.type | string |
Home or work. |
First Name
|
firstName | string |
Person's first name. |
Party Id
|
id | integer |
Unique id of the party. |
Job Title
|
jobTitle | string |
Person's job title. |
Last Contacted at
|
lastContactedAt | string |
yyyy-MM-ddTHH:mm:ss.fffZ |
Last Name
|
lastName | string |
Person's last name. |
Organisation
|
organisation | string |
Organisation the party is associated with. |
phoneNumbers
|
phoneNumbers | array of object |
Phone numbers, |
Phone Number
|
phoneNumbers.number | string |
The actual phone number. |
Phone Number Type
|
phoneNumbers.type | string |
Home, work, mobile, fax, or direct. |
Picture URL
|
pictureURL | string |
Url that represents the location of the profile picture for this party. |
Title
|
title | string |
Person's title. |
Type
|
type | string |
Person or organisation. |
Updated Date-Time
|
updatedAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
websites
|
websites | array of object |
websites |
Website Address
|
websites.address | string |
Account username or profile page url. |
Website Service
|
websites.service | string |
Url, skype, twitter, linkedin, facebook, xing, feed, google_plus, flickr, github or youtube. |
Website Type
|
websites.type | string |
Home or work. |
Name | Path | Type | Description |
---|---|---|---|
Colour
|
category.colour | string |
Description of the task category. |
Id
|
category.id | integer |
Id of the task category. |
Name
|
category.name | string |
Name of the task category. |
Completed Date-Time
|
completedAt | string |
yyyy-MM-ddTHH:mm:ss.fffZ |
Completed By
|
completedBy | string |
Username of the person who completed this task. |
Created Date-Time
|
createdAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
Description
|
description | string |
Short description about the task. |
Detail
|
detail | string |
More details about the task. |
Due Date
|
dueOn | string |
yyyy-MM-dd |
Due Time
|
dueTime | string |
hh:mm:ss |
Task Id
|
id | integer |
Unique id of the task. |
Id
|
owner.id | integer |
Unique id of the user. |
Name
|
owner.name | string |
Name of the user. |
Username
|
owner.username | string |
Username of the user. |
First Name
|
party.firstName | string |
First name, if person. |
Id
|
party.id | integer |
Unique id of the party. |
Last Name
|
party.lastName | string |
Last name, if person. |
Picture URL
|
party.pictureURL | string |
Url that represents the location of the profile picture for this party. |
Type
|
party.type | string |
Person or organisation. |
Status
|
status | string |
Open, completed or pending. |
Updated Date-Time
|
updatedAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
Name | Path | Type | Description |
---|---|---|---|
Organisation Name
|
name | string |
Name of the organisation. |
About
|
about | string |
Short description about the party. |
addresses
|
addresses | array of object |
Array of addresses. |
City
|
addresses.city | string |
Party address. |
Country
|
addresses.country | string |
Party address. |
State
|
addresses.state | string |
Party address. |
Street
|
addresses.street | string |
Party address. |
Type
|
addresses.type | string |
Party address. |
Zip
|
addresses.zip | string |
Party address. |
Created Date-Time
|
createdAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
emailAddresses
|
emailAddresses | array of object |
Array of email addresses. |
Email Address
|
emailAddresses.address | string |
The actual email address. |
Email Type
|
emailAddresses.type | string |
Home or work. |
First Name
|
firstName | string |
Person's first name. |
Party Id
|
id | integer |
Unique id of the party. |
Job Title
|
jobTitle | string |
Person's job title. |
Last Contacted at
|
lastContactedAt | string |
yyyy-MM-ddTHH:mm:ss.fffZ |
Last Name
|
lastName | string |
Person's last name. |
Id
|
organisation.id | integer |
The unique id of the organisation. |
Name
|
organisation.name | string |
The name of the organisation. |
Picture URL
|
organisation.pictureURL | string |
Url that represents the location of the profile picture for this party. |
phoneNumbers
|
phoneNumbers | array of object |
Phone numbers, |
Phone Number
|
phoneNumbers.number | string |
The actual phone number. |
Phone Number Type
|
phoneNumbers.type | string |
Home, work, mobile, fax, or direct. |
Picture URL
|
pictureURL | string |
Url that represents the location of the profile picture for this party. |
Title
|
title | string |
Person's title. |
Type
|
type | string |
Person or organisation. |
Updated Date-Time
|
updatedAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
websites
|
websites | array of object |
websites |
Website Address
|
websites.address | string |
Account username or profile page url. |
Website Service
|
websites.service | string |
Url, skype, twitter, linkedin, facebook, xing, feed, google_plus, flickr, github or youtube. |
Website Type
|
websites.type | string |
Home or work. |
Name | Path | Type | Description |
---|---|---|---|
parties
|
parties | array of object |
party |
Organisation Name
|
parties.name | string |
Name of the organisation. |
About
|
parties.about | string |
Party description. |
Created Date-Time
|
parties.createdAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
First Name
|
parties.firstName | string |
Person's first name. |
Party Id
|
parties.id | integer |
Unique id of the party. |
Job Title
|
parties.jobTitle | string |
Person's job title. |
Last Contacted Date-Time
|
parties.lastContactedAt | string |
yyyy-MM-ddTHH:mm:ss.fffZ |
Last Name
|
parties.lastName | string |
Person's last name. |
Id
|
parties.organisation.id | integer |
The unique id of the organisation. |
Name
|
parties.organisation.name | string |
The name of the organisation. |
Picture URL
|
parties.organisation.pictureURL | string |
Url that represents the location of the profile picture for this party. |
Picture URL
|
parties.pictureURL | string |
Url where the image is located. |
Title
|
parties.title | string |
Person's title. |
Type
|
parties.type | string |
Person or organisation. |
Updated Date-Time
|
parties.updatedAt | date-time |
yyyy-MM-ddTHH:mm:ss.fffZ |
This is the basic data type 'string'.