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Capsule CRM

CRM for contacts, sales pipelines, projects, and tasks.

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AI-assisted documentation36 min read

This documentation is compiled from our integration source code, internal specs for Capsule CRM, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Capsule CRM on WEXTL →

Capsule CRM requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]

Credential type option 1

Capsule CRM (Access Token)

  • Access TokenpasswordRequired

    Your personal Capsule API bearer token. Generate one in Capsule under My Preferences > API Authentication Tokens.

    [1]
Credential type option 2

Capsule CRM (OAuth)

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

  • Client IDtextRequired

    The Client ID assigned to your application when you register it with Capsule at https://api.capsulecrm.com/oauth/applications.

    [1]
  • Client SecretpasswordRequired

    The Client Secret issued alongside your Client ID when you register your application with Capsule.

    [1]
Integration requests 2 permissions:
ReadWrite
  1. Log in to your WEXTL account, add the Capsule CRM node module to your workflow, and click Create new credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Capsule CRM account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Look for Capsule CRM templates in the WEXTL template library.

Browse templates →
  1. WEXTL® Capsule CRM Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Capsule CRM.
  4. WEXTL® visual workflow builder data.

Last updated: Oct 7, 2026 00:16