Capsule CRM

Create parties, track opportunities, and manage contacts in Capsule CRM. In Appbricx, your workflows and server functions call it by name once it is connected.

Connect Capsule CRMFull reference

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
    // .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 });
}

Capsule CRM and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.

Connect Capsule CRM once. Every workflow can use it.

Start freeAll integrations