Capsule × AmbactiBring Capsule into
the flow of work.
A little less busywork with Capsule.
Parties5 capabilities+
- List parties
Retrieve a list of all parties.
- Show party
Retrieve details for a specific party.
- Create party
Create a new organisation record.
- Update party
Update an existing organisation record.
- Delete party
Delete a specific party.
Opportunities2 capabilities+
- List opportunities
Retrieve a list of all opportunities.
- Create opportunity
Create a new opportunity.
Projects3 capabilities+
- List projects
Retrieve a list of all projects.
- Update project
Update the details of an existing project.
- Delete project
Remove a project from the system.
Tasks2 capabilities+
- List tasks
Retrieve a list of all tasks.
- Create task
Add a new task to the system.
Entries2 capabilities+
- List entries
Retrieve a list of all entries.
- Create entry
Add a new entry to the system.
Pipelines4 capabilities+
- List pipelines
Retrieve a list of all pipelines.
- Show pipeline
Retrieve details of a specific pipeline.
- Create pipeline
Create a new pipeline.
- Update pipeline
Update an existing pipeline.
Milestones2 capabilities+
- List milestones
Retrieve a list of all milestones.
- Create milestone
Create a new milestone.
Lost reasons1 capabilities+
- List lost reasons
Retrieve a list of all lost reasons.
Boards1 capabilities+
- List boards
Retrieve a list of all boards.
Stages5 capabilities+
- List stages
Retrieve a list of stages associated with a board.
- Show stage
Retrieve details about a specific stage.
- Create stage
Create a new stage in the system.
- Update stage
Update an existing stage.
- Delete stage
Remove a stage from the system.
Track definitions1 capabilities+
- List track definitions
Retrieve a list of all track definitions.
Custom titles1 capabilities+
- List custom titles
Retrieve a list of all custom titles.
Opportunity4 capabilities+
- Update opportunity
Updates an existing opportunity.
- Delete opportunity
Deletes an existing opportunity.
- List deleted opportunities
Lists all previously deleted opportunities.
- Search opportunities
Searches for opportunities based on specified criteria.
Project1 capabilities+
- Create project
Creates a new project.
Track1 capabilities+
- Create track
Creates a new track.
User3 capabilities+
- List users
Retrieves a list of all users.
- Show current user
Displays the current user's information.
- Update user
Update an existing user.
Tag2 capabilities+
- Create tag definition
Creates a new tag definition.
- List tag definitions
Get a list of tag definitions.
Custom_field2 capabilities+
- List custom fields
Retrieves a list of all custom fields.
- Create custom field
Create a new custom field.
Lost_reason1 capabilities+
- Create lost reason
Creates a new reason for a lost opportunity.
Internationalization2 capabilities+
- List countries
Collection of country names available in Capsule; useful for populating the country field of the party's address.
- List currencies
Collection of ISO currency code options available in Capsule; useful for populating and displaying the opportunities' value.
Milestone1 capabilities+
- Delete milestone
Delete a specific milestone.
Board1 capabilities+
- Create board
Create a new board.
Activity type1 capabilities+
- List activity types
Retrieve a list of activity types.
Rest_hooks4 capabilities+
- List REST hooks
Retrieve a list of all REST hooks.
- Show REST hook
Retrieve details about a specific REST hook.
- Subscribe REST hook
Subscribe to a new REST hook in the system.
- Unsubscribe REST hook
Unsubscribe from a specific REST hook.
Track_definitions5 capabilities+
- Show track definition
Retrieve details about a specific track definition.
- Create track definition
Create a new track definition in the system.
- Update track definition
Update an existing track definition.
- Delete track definition
Remove a track definition from the system.
- List track definitions
List track definitions with the option to filter for track definitions for projects or opportunities.
Task_categories1 capabilities+
- List task categories
Retrieve a list of all task categories.
Titles2 capabilities+
- List custom titles
List custom titles for this Capsule account.
- Delete custom title
Delete a custom title from Capsule.
Activity_types1 capabilities+
- Create activity type
Creates a new activity type.
Team1 capabilities+
- List teams
List all teams.
Categories4 capabilities+
- Show task category
Retrieve details of a specific task category.
- Create task category
Create a new task category.
- Update task category
Update an existing task category.
- Delete task category
Delete an existing task category.
Trackdefinitions2 capabilities+
- Get track definition
Show a specific track definition.
- Create track definition
Create a track definition.
Frequently asked
questions.
What could an Ambacti integration do with Capsule?
The documented operations include Parties: List parties; Parties: Show party; Parties: Create party; Parties: Update party.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Capsule?
Decide which work could run on its own and which steps need your review.