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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
Copilot Studio 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)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   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)
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)
Connector Metadata
Publisher Microsoft
Website https://capsulecrm.com/
Privacy policy https://capsulecrm.com/privacy/

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds
Frequency of trigger polls 1 120 seconds

Actions

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.
DeleteOpportunity

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.

Complete task

Operation ID:
CompleteTask

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

Create opportunity

Operation ID:
CreateOpportunity

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

Create organisation

Operation ID:
CreateOrganisation

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

Create person

Operation ID:
CreatePerson

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

Create person (V2) (Preview)

Operation ID:
CreatePersonV2

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

Create task

Operation ID:
CreateTask

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

Delete party

Operation ID:
DeleteParty

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

DeleteOpportunity

Operation ID:
DeleteOpportunity

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

Get opportunity

Operation ID:
GetOpportunity

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

Get party

Operation ID:
GetParty

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

Get party (V2) (Preview)

Operation ID:
GetPartyV2

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

List opportunities

Operation ID:
ListOpportunities

This operation retrieves a list of all opportunities in your Capsule account.

Returns

Name Path Type Description
opportunities
 opportunities array of Opportunity_Response

List organizations

Operation ID:
ListOrganizations

This operation is used to retrieve a list of all organisations in your account.

Returns

Body
Listparties_Response

List parties

Operation ID:
ListParties

This operation is used to retrieve a list of all parties in your Capsule account.

Returns

Body
Listparties_Response

List parties (V2) (Preview)

Operation ID:
ListPartiesV2

This operation is used to retrieve a list of all parties in your Capsule account.

Returns

Body
Listparties_ResponseV2

List people

Operation ID:
ListPeople

This operation is used to retrieve a list of all people in your Capsule account.

Returns

Body
Listparties_Response

List people (V2) (Preview)

Operation ID:
ListPeopleV2

This operation is used to retrieve a list of all people in your Capsule account.

Returns

Body
Listparties_ResponseV2

List tasks

Operation ID:
ListTasks

This operation is used to retrieve a list of tasks.

Returns

Name Path Type Description
tasks
 tasks array of Task_Response

Update opportunity

Operation ID:
UpdateOpportunity

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

Update organisation

Operation ID:
UpdateOrganisation

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

Update person

Operation ID:
UpdatePerson

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

Update person (V2) (Preview)

Operation ID:
UpdatePersonV2

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

Triggers

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.

When a party is created

Operation ID:
OnNewParty

This operation triggers when a new party is created in your account.

Returns

Body
Party_Response

When a party is created (V2) (Preview)

Operation ID:
OnNewPartyV2

This operation triggers when a new party is created in your account.

Returns

Body
Party_ResponseV2

When a task is created

Operation ID:
OnNewTask

This operation triggers when a task is created in your account.

Returns

Body
Task_Response

When an opportunity is created

Operation ID:
OnNewOpportunity

This operation triggers when a new opportunity is created in your account.

Returns

Body
Opportunity_Response

When an opportunity is updated

Operation ID:
OnUpdateOpportunity

This operation triggers when an existing opportunity is updated in your account.

Returns

Body
Opportunity_Response

Definitions

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.

Listparties_Response

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

Party_Response

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.

Task_Response

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

Party_ResponseV2

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.

Listparties_ResponseV2

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

string

This is the basic data type 'string'.