Table of Contents

Capsule CRM
- Connect Capsule CRM to Boost.space Integrator
- Build Capsule CRM Scenarios

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

Redirect url

https://integrator.boost.space/oauth/cb/capsule-crm

Capsule CRM

With Capsule CRM modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage your parties, projects, opportunities, tasks, task categories, milestones, entries, tracks, tags and custom fieldsA feature in Boost.space that allows administrators to define and manage additional data fields within each module, tailoring the system to specific organizational needs. and list all employees.

To get started with Capsule CRM, create an account at capsulecrm.com.

Refer to the Capsule CRM API documentation for a list of available endpoints.

Connect Capsule CRM to Boost.space Integrator

To establish the connection:

Log in to your Boost.space Integrator account, add a Capsule CRM to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a Connection.

Note: If you add a modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. with an instant tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Optional: Click Show advanced settings and enter your custom appCreate your own custom apps to be used in the integrator engine and share them with users in your organization. client credentials. For more information, refer to Capsule CRM Authentication.

If requested, use the following Redirect URI when creating your custom app: https://integrator.boost.space/oauth/cb/capsule-crm.
Click Save.
Enter your site address and click Continue.
Click Allow.
If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Capsule CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Capsule CRM ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.

After connecting the app, you can perform the following actions:

Party

Watch Parties
Watch new Parties
Search Parties
List Parties
List Additional Parties in Opportunity
List Additional Parties in a Case
List Deleted Parties
Show a Party
Show Multiple Parties
Create a Party
Add an Additional Party in Opportunity
Add an Additional Party in Case
Update a Party
Delete a Party
Remove an Additional Party in Opportunity
Remove an Additional Party in Case

Project (Original Case)

Watch Projects
Watch new Cases
Search Cases
List Cases
List Deleted Projects
Show a Case
Show Multiple Cases
Create a Case
Update a Case
Delete a Case

Opportunity

Watch Opportunities
Watch new Opportunities
Search Opportunities
List Opportunities
List Opportunities by Party
List Deleted Opportunities
Show an Opportunity
Show Multiple Opportunities
Create an Opportunity
Update an Opportunity
Delete and Opportunity

Task

Watch Tasks
Watch new Tasks
List Tasks
Show a Task
Create a Task
Update a Task
Delete a Task

Task Category

List Task Categories
Show a Task Category
Create a Task Category
Update a Task Category
Delete a Task Category

Milestone

List Milestones
Show a Milestone
Create a Milestone
Update a Milestone
Delete a Milestone

Entry

List Entries
List Entries by Date
Show an Entry
Create an Entry
Update an Entry
Delete an Entry

Track

List Tracks
List Track Definitions
Show a Track
Create a Track
Update a Track
Delete a Track

Tag

List Tags
Show a Tag
Create a Tag
Update a Tag
Delete a Tag

Custom FieldA feature in Boost.space that allows administrators to define and manage additional data fields within each module, tailoring the system to specific organizational needs.

List Custom Field
Show a Custom Field
Create a Custom Field
Update a Custom Field
Delete a Custom Field

Employee

List Employees

Other

Make an API Call