Capsule Crm

Learn how to use Capsule Crm with Composio

Overview

SLUG

CAPSULE_CRM

Description

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

Authentication Details

client_id
stringRequired
client_secret
stringRequired
oauth_redirect_uri
stringDefaults to https://backend.composio.dev/api/v1/auth-apps/add
scopes
stringDefaults to read write
bearer_token
string
generic_api_key
stringRequired

Tools

SLUG: CAPSULE_CRM_CREATE_PARTY

Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.

Action Parameters

about
string
addresses
array
emailAddresses
array
fields
array
firstName
string
jobTitle
string
lastName
string
name
string
organisation
object
owner
object
phoneNumbers
array
tags
array
team
object
title
string
type
stringRequired
websites
array

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_LIST_PARTIES

Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.

Action Parameters

embed
array
page
integerDefaults to 1
perPage
integerDefaults to 50
since
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_DELETE_PARTY

Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.

Action Parameters

party_id
Required

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_LIST_DELETED_OPPORTUNITIES

Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.

Action Parameters

since
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_LIST_DELETED_PARTIES

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

Action Parameters

since
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_LIST_ENTRIES_BY_DATE

Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.

Action Parameters

embed
array
page
integerDefaults to 1
perPage
integerDefaults to 50

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_LIST_ORG_EMPLOYEES

Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

Action Parameters

embed
array
page
integerDefaults to 1
party_id
integerRequired
perPage
integerDefaults to 50

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_LIST_PROJECTS

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

Action Parameters

fields
string
page
integerDefaults to 1
perPage
integerDefaults to 50
search
string
status
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_LIST_TASKS

Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.

Action Parameters

embed
array
page
integerDefaults to 1
perPage
integerDefaults to 50
status
array

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_LIST_USERS

Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.

Action Parameters

embed
array

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_RUN_FILTER_QUERY

Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.

Action Parameters

embed
array
entity
stringRequired
filter
objectRequired
page
integer
perPage
integer

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: CAPSULE_CRM_UPDATE_PARTY

Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."

Action Parameters

embed
array
party
objectRequired
partyId
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired