Add note
WriteAdd a note to a party's history.
Permissions and limits
Account permissions
- A Capsule API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
CRM · CONNECTIONCapsule CRM + NodeHub
Read, search, create, update and delete Capsule CRM people and organisations, create opportunities and tasks, complete tasks and add notes.
Explore 12 workflow actions for Capsule CRM, including account permissions and operation limits.
5 read actions7 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Complete task
WriteMark a task completed.
Permissions and limits
Account permissions
- A Capsule API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create opportunity
WriteCreate an opportunity for a party at a pipeline milestone, with a value.
Permissions and limits
Account permissions
- A Capsule API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create party
WriteCreate a person (first and last name) or an organisation (name), with an email, phone and organisation.
Permissions and limits
Account permissions
- A Capsule API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create task
WriteCreate a task due on a date, optionally for a party.
Permissions and limits
Account permissions
- A Capsule API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete party
WriteDelete a person or organisation.
Permissions and limits
Account permissions
- A Capsule API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get party
ReadRead one person or organisation.
Permissions and limits
Account permissions
- A Capsule API token
List opportunities
ReadRead a page of opportunities.
Permissions and limits
Account permissions
- A Capsule API token
Pagination: page. Check the result for additional pages; a single action may not return every record.
List parties
ReadRead a page of people and organisations, optionally changed since a time.
Permissions and limits
Account permissions
- A Capsule API token
Pagination: page. Check the result for additional pages; a single action may not return every record.
List tasks
ReadRead a page of tasks, open by default or by status.
Permissions and limits
Account permissions
- A Capsule API token
Pagination: page. Check the result for additional pages; a single action may not return every record.
Search parties
ReadSearch people and organisations by name, email, phone or postcode.
Permissions and limits
Account permissions
- A Capsule API token
Pagination: page. Check the result for additional pages; a single action may not return every record.
Update party
WriteChange a party's name, job title or about text; other fields stay unchanged.
Permissions and limits
Account permissions
- A Capsule API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Capsule CRM. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
