Read and update Kapacity CRM tables, and read bookings, forms, contracts, payments and activity; send contracts for e-signature.
Explore 25 workflow actions for Kapacity, including account permissions and operation limits.
19 read actions6 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.
Create record
Write
Add a row to a table.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create records
Write
Add up to 100 rows to a table in one call; the answer says which were created or refused.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete record
Write
Delete a row permanently.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get contract
Read
A contract's title, status, amount and fingerprint.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
Get contract audit trail
Read
A contract's append-only audit trail: each step with its time and IP address.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
Get record
Read
One row with its table's columns.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
Get table columns
Read
A table's columns: id, name, type and choices.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
Get workspace
Read
The workspace, its plan, the key's scope and the remaining monthly quota.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List activity
Read
The workspace activity log: who did what, when.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List appointment types
Read
Appointment types with their public booking link.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List bookings
Read
Appointments, oldest first, by date range, status or contact.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List contract templates
Read
Contract templates and whether each can be sent now.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List contracts
Read
Contracts with their status and key dates.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List form responses
Read
A form's responses with their score.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List forms
Read
Qualification forms and their public link.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List members
Read
Workspace members with their roles and teams.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List payments
Read
Payments received, as the payment provider recorded them.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List products
Read
The product catalogue with prices and instalments.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List records
Read
A table's rows, oldest first, a page at a time by cursor, with filters and search.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List tables
Read
The CRM's tables and the base each belongs to.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List webhook deliveries
Read
A subscription's delivery log: what was sent, refused and why.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
List webhooks
Read
Event subscriptions and the events available (secrets are never returned).
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
Replay webhook delivery
Write
Send an already emitted event again, for example after an outage.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send contract
Write
Create a contract from a template for a contact at the amount given and send it for e-signature (by email unless turned off).
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update record
Write
Change values of a row.
Permissions and limits
Account permissions
A Kapacity kap_live_ API key for the workspace (read, or read and write for changes)
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 Kapacity. A saved workflow is not a completed provider action.
CRM ยท CONNECTION
