Capsule CRM

List all opportunities (sales deals). Supports `since` for incremental polling.

Show a specific opportunity.

Show multiple opportunities by ids.

Create a new opportunity.

Update an opportunity.

Fully delete an opportunity.

List opportunities deleted since a date.

Search opportunities by query string.

List additional parties associated with an opportunity.

Add an additional party to an opportunity.

Remove an additional party from an opportunity.

List projects (kases) related to an opportunity.

List opportunity tag definitions.

List opportunity custom-field definitions.

Show an opportunity custom-field definition.

List all projects (Capsule calls these `kases`). Supports `since` for incremental polling.

Show a specific project.

Show multiple projects by ids.

Create a new project.

Update an existing project.

Delete a project.

List projects deleted since a date.

Search projects by query string.

List additional parties on a project.

Add an additional party to a project.

Remove an additional party from a project.

List project (case) tag definitions.

List project custom-field definitions.

Show a project custom-field definition.

List all people and organisations on the account. Supports `since` for incremental polling and `embed` (e.g. tags,fields).

Show a specific person or organisation.

Show multiple parties by comma-separated ids.

Create a new person or organisation.

Update an existing party.

Fully delete a party (hard delete, no soft-delete residue).

List the people (person parties) linked to an organisation.

List parties deleted since a given date.

Search parties by query string.

List opportunities associated with a party.

List projects associated with a party.

List party tag definitions.

List party custom-field definitions.

Show a party custom-field definition.

List pipelines.

Show a specific pipeline.

Show multiple pipelines by ids.

Create a pipeline.

Duplicate a pipeline.

Update a pipeline.

Archive a pipeline.

Restore an archived pipeline.

List milestones for a specific pipeline.

List activity types.

Show an activity type.

Create an activity type.

Update an activity type.

Delete an activity type.

List available activity-type icons.

List boards.

Show a specific board.

Create a board.

Update a board.

Archive a board.

Restore an archived board.

List entries (notes/emails/completed-task history) for a party, project, or opportunity.

List notes/emails/completed-task details across the account, newest first.

Show a specific entry.

Create a new entry (note).

Update the content of a note/email entry.

Delete an entry.

List task categories.

Show a task category.

Create a task category.

Update a task category.

Delete a task category.

List lost reasons.

Show a lost reason.

Create a lost reason (admin only).

Update a lost reason (admin only).

Delete a lost reason (admin only).

List milestones on the oldest active pipeline.

Show a specific milestone.

Create an opportunity milestone.

Update a milestone.

Delete a milestone.

List stages, optionally filtered by board.

Show a specific stage.

Create a stage.

Update a stage.

Delete a stage.

List tasks, optionally filtered by status.

Show a specific task.

Create a new task.

Update a task (also used to complete/reopen — no separate endpoint).

Delete a task.

List track definitions.

Show a track definition.

Create a track definition.

Update a track definition.

Delete a track definition.

List tracks applied to a party, opportunity, or project.

Show a specific track.

Apply a track definition to a record.

Update a track.

Remove a track and its related tasks.

List the calling app's REST Hook subscriptions.

Show a specific REST Hook subscription.

Subscribe a REST Hook (admin role; max 20 per account). Delivery is unsigned — not used as a Zervanor trigger source; provided for completeness/management only.

Unsubscribe a REST Hook.

Show a specific tag definition.

Create a tag definition for an entity type.

Update a tag definition.

Delete a tag definition (returns 202 for a long-running archive; treated as accepted).

List all users on the account.

Show the current (authenticated) user — identity / connectivity check.

Show a specific user.

Update a user's preferences.

Create a custom-field definition for an entity type.

Update a custom-field definition.

Delete a custom-field definition.

List all teams.

Show a specific team.

Run a structured filter query and return matching records.

Show the site/account address for the token (subdomain, org name).