Capsule CRM Simplified for Teams | Boost.space
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Integrate Capsule CRM with 2,097 other apps

Capsule CRM and Boost.space streamline contact management workflows.

Capsule CRM is a customer relationship management tool that helps businesses manage leads, customers, and sales pipelines. By connecting Capsule CRM with Boost.space, businesses can centralize customer data, automate workflows, and enhance collaboration. This integration ensures efficient CRM operations and better customer relationships.

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Connection status - Active This application does not need additional settings. So you can make connection only by using your login credentials or by following the instructions in our documentation.
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Capsule CRM Modules (78)

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Watch new Cases

Checks if a new case was created.

Watch new Opportunities

Checks if a new opportunity was created.

Watch new Tasks

Checks if a new task was created.

Watch new Parties

Checks if a new party was created.

Watch Projects

Triggers when a case is created, updated or deleted.

Watch Opportunities

Triggers when an opportunity is created, updated or deleted.

Watch Parties

Triggers when a party is created, updated or deleted.

Watch Tasks

Triggers when a task is created, updated or deleted.

Update a Track

Updates basic details about a track.

Update a Task Category

Allows to rename or change the colour of the task category.

Update a Task

Updates an existing task.

Update a Tag

Updates the details of a party, opportunity or case tag.

Update a Party

Updates an existing party. Fields that are not included in the request will remain unchanged.

Update an Opportunity

Updates an existing opportunity

Update a Milestone

Updates the name, description or probability of a milestone.

Update an Entry

Updates the content of notes and emails.

Update a Custom Field

Updates the details of a party, opportunity or case field definition.

Update a Case

Updates an existing case

Show a Track

Shows a specific track.

Show a Task Category

Shows a specific task category.

Show a Task

Shows a specific task.

Show a Tag

Shows a specific tag.

Show a Party

Shows a specific person or organisation.

Show an Opportunity

Returns a specific opportunity.

Show a Milestone

Shows a specific milestone.

Show an Entry

Shows a specified note, email or the details of a completed party task.

Show a Custom Field

Shows a specific custom field.

Show a Case

Shows a specific case

Remove an Additional Party in Case

Removes that person or organisation as an additional contact of the case.

Remove an Additional Party in Opportunity

Removes a party or organisation as an additional contact of the opportunity.

Delete a Track

Removes a track and related tasks from case or opportunity.

Delete a Task

Deletes a specific task.

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Delete a Party

Deletes a specific party.

Delete an Opportunity

Deletes a specific opportunity.

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Delete a Custom Field

Removes a custom field from your capsule account

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Delete a Case

Deletes a specific case.

Create a Track

Applies a track definition to a case or opportunity to create a track.

Create a Task Category

Creates a new task category.

Create a Task

Creates a new task.

Create a Tag

Defines a new party, opportunity or case tag.

Create a Party

Creates a new party.

Create an Opportunity

Creates a new opportunity.

Create a Milestone

Creates a new opportunity milestone.

Create an Entry

Creates a new entry.

Create a Custom Field

Creates a new party, opportunity or case custom field.

Create a Case

Creates a new case.

Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Make an API Call

Performs an arbitrary authorized API call.

List Additional Parties in Opportunity

Lists additional parties related to specific opportunity.

List Additional Parties in a Case

Lists additional parties related to specific case.

List Cases

Lists all cases.

List Custom Fields

Lists all custom fields.

List Deleted Projects

Lists all deleted cases.

List Deleted Opportunities

Lists all deleted opportunities.

List Deleted Parties

Lists all parties that have been deleted from capsule since the date specified in the since parameter.

List Employees

Lists all employees linked to specific organisation.

List Entries

Lists notes, emails and completed tasks for parties, cases and opportunities.

List Entries by Date

Lists notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.

List Milestones

Lists all milestones.

List Opportunities

Lists all opportunities.

List Opportunities by Party

Lists all opportunities associated with the specific party.

List Parties

Lists all parties.

List Tags

Lists all tags for either party, opportunity or case.

List Task Categories

Lists all task categories.

List Tasks

Lists all tasks.

List Track Definitions

Lists track definitions with the option to filter for only the track definitions for cases or opportunities.

List Tracks

Lists tracks for a specific case or opportunity.

Search Cases

Searches for cases. This will return the same results as the global search inside Capsule.

Search Opportunities

Searches for opportunities. This will return the same results as the global search inside Capsule.

Search Parties

Searches for parties. This will return the same results as the global search inside Capsule.

Show Multiple Cases

Allows to load a list of cases by providing their unique ids.

Show Multiple Opportunities

Returns a list of opportunities, specified by the opportunityIds provided.

Show Multiple Parties

Allows to load a list of parties by providing their unique ids.

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