Requirements
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]
Get your Capsule CRM credentials
Capsule CRM (Access Token)
- Access TokenpasswordRequired
Your personal Capsule API bearer token. Generate one in Capsule under My Preferences > API Authentication Tokens.
[1]
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]
Connect Capsule CRM in WEXTL
- Log in to your WEXTL account, add the Capsule CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Capsule CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- 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 →
Capsule CRM node modules
The list below is a reference of every Capsule CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Capsule CRM node module below — each one opens to show its input parameters, outputs, and connection requirements.
| Field | Type |
|---|---|
ID | number |
Type | text |
Subject | text |
Content | text |
Attachments | array |
ID | number |
Filename | text |
Content Type | text |
Size | number |
Creator | object |
ID | number |
Username | text |
Name | text |
Activity Type | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Entry At | date |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Parties | array |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Participants | array |
ID | number |
Address | text |
Name | text |
Role | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Created At | date |
Updated At | date |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Lost Reason | text |
Milestone | object |
ID | number |
Name | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
ID | number |
Description | text |
Detail | text |
Status | text |
Category | object |
ID | number |
Name | text |
Colour | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Owner | object |
ID | number |
Username | text |
Name | text |
Created At | date |
Updated At | date |
Due On | date |
Due Time | text |
Has Track | boolean |
Repeat | object |
Interval | number |
Frequency | text |
On | text |
| Field | Type |
|---|---|
Embed | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
Username | text |
Locale | text |
Currency | text |
Status | text |
Timezone | text |
Last Login At | date |
Task Reminder | boolean |
Email Preference | text |
Click To Call Preference | text |
Preferred Email From Address | |
Party | object |
ID | number |
Type | text |
First Name | text |
Last Name | text |
Picture URL | url |
| Field | Type |
|---|---|
Entry IDRequired | choice |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Type | text |
Subject | text |
Content | text |
Attachments | array |
ID | number |
Filename | text |
Content Type | text |
Size | number |
Creator | object |
ID | number |
Username | text |
Name | text |
Activity Type | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Entry At | date |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Parties | array |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Participants | array |
ID | number |
Address | text |
Name | text |
Role | text |
| Field | Type |
|---|---|
Opportunity IDsRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Created At | date |
Updated At | date |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Lost Reason | text |
Milestone | object |
ID | number |
Name | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
| Field | Type |
|---|---|
Party IDsRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Project IDsRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Created At | date |
Updated At | date |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Lost Reason | text |
Milestone | object |
ID | number |
Name | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
| Field | Type |
|---|---|
Party IDRequired | choice |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Project IDRequired | choice |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
URL | url |
Subdomain | text |
Name | text |
| Field | Type |
|---|---|
Task IDRequired | choice |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Description | text |
Detail | text |
Status | text |
Category | object |
ID | number |
Name | text |
Colour | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Owner | object |
ID | number |
Username | text |
Name | text |
Created At | date |
Updated At | date |
Due On | date |
Due Time | text |
Has Track | boolean |
Repeat | object |
Interval | number |
Frequency | text |
On | text |
| Field | Type |
|---|---|
User IDRequired | choice |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
Username | text |
Locale | text |
Currency | text |
Status | text |
Timezone | text |
Last Login At | date |
Task Reminder | boolean |
Email Preference | text |
Click To Call Preference | text |
Preferred Email From Address | |
Party | object |
ID | number |
Type | text |
First Name | text |
Last Name | text |
Picture URL | url |
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Project IDRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
Organisation IDRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
Subject | text |
Content | text |
Attachments | array |
ID | number |
Filename | text |
Content Type | text |
Size | number |
Creator | object |
ID | number |
Username | text |
Name | text |
Activity Type | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Entry At | date |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Parties | array |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Participants | array |
ID | number |
Address | text |
Name | text |
Role | text |
| Field | Type |
|---|---|
EntityRequired | choice |
Entity IDRequired | text |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
Subject | text |
Content | text |
Attachments | array |
ID | number |
Filename | text |
Content Type | text |
Size | number |
Creator | object |
ID | number |
Username | text |
Name | text |
Activity Type | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Entry At | date |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Parties | array |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Participants | array |
ID | number |
Address | text |
Name | text |
Role | text |
| Field | Type |
|---|---|
Since | date |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Created At | date |
Updated At | date |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Lost Reason | text |
Milestone | object |
ID | number |
Name | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
| Field | Type |
|---|---|
Party IDRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Created At | date |
Updated At | date |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Lost Reason | text |
Milestone | object |
ID | number |
Name | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
| Field | Type |
|---|---|
Since | date |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Since | date |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
Party IDRequired | choice |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
Status | text |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Description | text |
Detail | text |
Status | text |
Category | object |
ID | number |
Name | text |
Colour | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Owner | object |
ID | number |
Username | text |
Name | text |
Created At | date |
Updated At | date |
Due On | date |
Due Time | text |
Has Track | boolean |
Repeat | object |
Interval | number |
Frequency | text |
On | text |
| Field | Type |
|---|---|
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Username | text |
Locale | text |
Currency | text |
Status | text |
Timezone | text |
Last Login At | date |
Task Reminder | boolean |
Email Preference | text |
Click To Call Preference | text |
Preferred Email From Address | |
Party | object |
ID | number |
Type | text |
First Name | text |
Last Name | text |
Picture URL | url |
| Field | Type |
|---|---|
Query | text |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Created At | date |
Updated At | date |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Lost Reason | text |
Milestone | object |
ID | number |
Name | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
| Field | Type |
|---|---|
Query | text |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Query | text |
Embed | text |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
OpportunityRequired | choice |
| Field | Type |
|---|---|
ProjectRequired | choice |
| Field | Type |
|---|---|
TypeRequired | choice |
ContentRequired | text |
Party | object |
Party ID | choice |
Opportunity | object |
Opportunity ID | choice |
Project | object |
Project ID | choice |
Activity Type ID | number |
Attachments | array |
Token | text |
Attachment ID | number |
Delete | boolean |
| Field | Type |
|---|---|
ID | number |
Type | text |
Subject | text |
Content | text |
Attachments | array |
ID | number |
Filename | text |
Content Type | text |
Size | number |
Creator | object |
ID | number |
Username | text |
Name | text |
Activity Type | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Entry At | date |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Parties | array |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Participants | array |
ID | number |
Address | text |
Name | text |
Role | text |
| Field | Type |
|---|---|
NameRequired | text |
TypeRequired | text |
FrequencyRequired | text |
Value | number |
Start On | date |
End On | date |
Currency | text |
User ID | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Frequency | text |
Status | text |
Value | number |
Created At | date |
Updated At | date |
Start On | date |
End On | date |
Currency | text |
Type | text |
User | number |
Pipeline | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
NameRequired | text |
PartyRequired | object |
Party IDRequired | choice |
MilestoneRequired | object |
Milestone IDRequired | choice |
Description | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
Closed On | date |
Lost Reason | text |
Owner | object |
Owner (User) ID | choice |
Team | object |
Team ID | choice |
Team Name | text |
Tags | array |
Tag ID | number |
Tag Name | text |
Delete | boolean |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Created At | date |
Updated At | date |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Lost Reason | text |
Milestone | object |
ID | number |
Name | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
| Field | Type |
|---|---|
TypeRequired | choice |
First Name | text |
Last Name | text |
Name | text |
Title | text |
Job Title | text |
About | text |
Organisation | object |
Organisation ID | choice |
Organisation Name | text |
Owner | object |
Owner (User) ID | choice |
Team | object |
Team ID | choice |
Team Name | text |
Addresses | array |
Type | text |
Street | text |
City | text |
State | text |
Zip | text |
Country | text |
Address ID | number |
Delete | boolean |
Phone Numbers | array |
Type | text |
Number | text |
Phone Number ID | number |
Delete | boolean |
Email Addresses | array |
Type | text |
Address | |
Email Address ID | number |
Delete | boolean |
Websites | array |
Type | text |
Address | text |
Service | text |
URL | text |
Website ID | number |
Delete | boolean |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
NameRequired | text |
PartyRequired | object |
Party IDRequired | choice |
Status | text |
Description | text |
Stage ID | number |
Start On | date |
Expected Close On | date |
Closed On | date |
Opportunity | object |
Opportunity ID | choice |
Owner | object |
Owner (User) ID | choice |
Team | object |
Team ID | choice |
Team Name | text |
Tags | array |
Tag ID | number |
Tag Name | text |
Delete | boolean |
Custom Fields | array |
Field Instance ID | number |
Definition | object |
Value | text |
Delete | boolean |
Tracks | array |
Definition | object |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
DescriptionRequired | text |
Detail | text |
Due On | date |
Due Time | text |
Status | choice |
Party | object |
Party ID | choice |
Opportunity | object |
Opportunity ID | choice |
Project | object |
Project ID | choice |
Owner | object |
Owner (User) ID | choice |
Category | object |
Category ID | number |
Repeat | object |
Interval | number |
Frequency | text |
On | text |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Description | text |
Detail | text |
Status | text |
Category | object |
ID | number |
Name | text |
Colour | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Owner | object |
ID | number |
Username | text |
Name | text |
Created At | date |
Updated At | date |
Due On | date |
Due Time | text |
Has Track | boolean |
Repeat | object |
Interval | number |
Frequency | text |
On | text |
| Field | Type |
|---|---|
EntityRequired | choice |
| Field | Type |
|---|---|
Entry IDRequired | choice |
| Field | Type |
|---|---|
Goal IDRequired | choice |
| Field | Type |
|---|---|
Milestone IDRequired | choice |
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
| Field | Type |
|---|---|
Party IDRequired | choice |
| Field | Type |
|---|---|
Project IDRequired | choice |
| Field | Type |
|---|---|
EntityRequired | choice |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
Track IDRequired | text |
| Field | Type |
|---|---|
OpportunityRequired | choice |
| Field | Type |
|---|---|
ProjectRequired | choice |
| Field | Type |
|---|---|
Entry IDRequired | choice |
Content | text |
Attachments | array |
Token | text |
Attachment ID | number |
Delete | boolean |
| Field | Type |
|---|---|
ID | number |
Type | text |
Subject | text |
Content | text |
Attachments | array |
ID | number |
Filename | text |
Content Type | text |
Size | number |
Creator | object |
ID | number |
Username | text |
Name | text |
Activity Type | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Entry At | date |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Parties | array |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Participants | array |
ID | number |
Address | text |
Name | text |
Role | text |
| Field | Type |
|---|---|
Goal IDRequired | choice |
Name | text |
Type | text |
Frequency | text |
Value | number |
Start On | date |
End On | date |
Currency | text |
User ID | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Frequency | text |
Status | text |
Value | number |
Created At | date |
Updated At | date |
Start On | date |
End On | date |
Currency | text |
Type | text |
User | number |
Pipeline | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Name | text |
Party | object |
Party IDRequired | choice |
Milestone | object |
Milestone IDRequired | choice |
Description | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
Closed On | date |
Lost Reason | text |
Owner | object |
Owner (User) ID | choice |
Team | object |
Team ID | choice |
Team Name | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Created At | date |
Updated At | date |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Lost Reason | text |
Milestone | object |
ID | number |
Name | text |
Value | object |
Amount | number |
Currency | text |
Expected Close On | date |
Probability | number |
Duration Basis | text |
Duration | number |
| Field | Type |
|---|---|
Party IDRequired | choice |
Type | choice |
First Name | text |
Last Name | text |
Name | text |
Title | text |
Job Title | text |
About | text |
Organisation | object |
Organisation ID | choice |
Organisation Name | text |
Owner | object |
Owner (User) ID | choice |
Team | object |
Team ID | choice |
Team Name | text |
Addresses | array |
Type | text |
Street | text |
City | text |
State | text |
Zip | text |
Country | text |
Address ID | number |
Delete | boolean |
Phone Numbers | array |
Type | text |
Number | text |
Phone Number ID | number |
Delete | boolean |
Email Addresses | array |
Type | text |
Address | |
Email Address ID | number |
Delete | boolean |
| Field | Type |
|---|---|
ID | number |
Type | text |
About | text |
Title | text |
First Name | text |
Last Name | text |
Name | text |
Job Title | text |
Created At | date |
Updated At | date |
Last Contacted At | date |
Organisation | object |
ID | number |
Name | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Team | object |
ID | number |
Name | text |
| Field | Type |
|---|---|
Project IDRequired | choice |
Name | text |
Party | object |
Party IDRequired | choice |
Status | text |
Description | text |
Stage ID | number |
Start On | date |
Expected Close On | date |
Closed On | date |
Opportunity | object |
Opportunity ID | choice |
Owner | object |
Owner (User) ID | choice |
Team | object |
Team ID | choice |
Team Name | text |
Tags | array |
Tag ID | number |
Tag Name | text |
Delete | boolean |
Custom Fields | array |
Field Instance ID | number |
Definition | object |
Value | text |
Delete | boolean |
| Field | Type |
|---|---|
ID | number |
Name | text |
Description | text |
Status | text |
Owner | object |
ID | number |
Username | text |
Name | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Opportunity | object |
ID | number |
Name | text |
Stage | object |
ID | number |
Name | text |
Team | object |
ID | number |
Name | text |
Created At | date |
Updated At | date |
Start On | date |
Expected Close On | date |
Closed On | date |
| Field | Type |
|---|---|
Task IDRequired | choice |
Description | text |
Detail | text |
Due On | date |
Due Time | text |
Status | choice |
Party | object |
Party ID | choice |
Opportunity | object |
Opportunity ID | choice |
Project | object |
Project ID | choice |
Owner | object |
Owner (User) ID | choice |
Category | object |
Category ID | number |
Repeat | object |
Interval | number |
Frequency | text |
On | text |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Description | text |
Detail | text |
Status | text |
Category | object |
ID | number |
Name | text |
Colour | text |
Party | object |
ID | number |
Type | text |
Name | text |
Picture URL | url |
Owner | object |
ID | number |
Username | text |
Name | text |
Created At | date |
Updated At | date |
Due On | date |
Due Time | text |
Has Track | boolean |
Repeat | object |
Interval | number |
Frequency | text |
On | text |
| Field | Type |
|---|---|
User IDRequired | choice |
Email Preference | text |
Click To Call Preference | text |
Preferred Email From Address | |
Timezone | text |
Locale | text |
Currency | text |
Task Reminder | boolean |
Embed | text |
| Field | Type |
|---|---|
ID | number |
Name | text |
Username | text |
Locale | text |
Currency | text |
Status | text |
Timezone | text |
Last Login At | date |
Task Reminder | boolean |
Email Preference | text |
Click To Call Preference | text |
Preferred Email From Address | |
Party | object |
ID | number |
Type | text |
First Name | text |
Last Name | text |
Picture URL | url |
Templates
Look for Capsule CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Close CRM[2]Sales CRM built for closing deals with calling and email built in.
- Bitrix24Online workspace for businesses with CRM, tasks, chats, and document storage.
- CopperCRM for people, companies, leads, and opportunities — activities, tasks, pipelines, and webhook watches.
- BloomerangNonprofit CRM — constituents, donations, campaigns, and households.
- AttioRelationship CRM — people, companies, deals, lists, and custom objects.
References
- WEXTL® Capsule CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Capsule CRM.
- WEXTL® visual workflow builder data.
Last updated: Oct 7, 2026 00:16