Capsule API Integrations

Build and run workflows using the Capsule API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.

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Overview#

The Capsule API provides access to a treasure trove of customer relationship management (CRM) functions. Through Pipedream's serverless platform, it becomes fantastically simple to automate interactions with your Capsule CRM data. Envision syncing contacts, managing cases, tracking sales opportunities, or even automating follow-up emails based on customer behavior. The workflows created can be both time-saving and insightful, providing not just automation but also analytics on customer engagements.

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    capsule: {
      type: "app",
      app: "capsule",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.capsulecrm.com/api/v2/users/current`,
      headers: {
        Authorization: `Bearer ${this.capsule.$auth.oauth_access_token}`,
      },
    })
  },
})

Example Use Cases#

Sync New Sign-ups to Capsule CRM: Automatically add new users from your sign-up form or app to Capsule as contacts. When someone signs up on your website, a Pipedream workflow can trigger, and with the Capsule API, it can directly add a new contact into your CRM, ensuring your sales team always has the latest leads to work with.
Follow-up Automation for Support Tickets: Create a workflow where new support tickets from your helpdesk software trigger follow-up tasks in Capsule. If a ticket goes unresolved for a certain period, Pipedream can use the Capsule API to create a follow-up task, ensuring high-priority customer issues never fall through the cracks.
Sales Pipeline Update Notifications: Connect Capsule to communication platforms like Slack. Set up a Pipedream workflow where any update to a sales opportunity in Capsule sends a notification to a designated Slack channel, keeping the team instantly informed about pipeline progress and enabling quick action on hot leads.

Authentication#

Name Slug: capsule

Capsule uses OAuth authentication. When you connect your Capsule account, Pipedream will open a popup window where you can sign into Capsule and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Capsule API.

Pipedream requests the following authorization scopes when you connect your account:

readwriteuser_preference

OAuth Request Configurations:

authorization
GEThttps://api.capsulecrm.com/oauth/authorise?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}
accessToken
POSThttps://api.capsulecrm.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
refreshToken
POSThttps://api.capsulecrm.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}

Start for free — no credit card required

Watch a demo

Capsule

Capsule API Integrations

Build and run workflows using the Capsule API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.