Capsule CRM Make integrationAutomate Capsule CRM with Make.

Attaches one more person or organisation to a case, so a project record shows everyone involved and not only the main client contact.

Puts an extra decision maker on a deal, which gives the rep the full buying group on one screen instead of scattered notes.

Opens a new case in Capsule, the record where you follow a project or a support matter, without anyone filling in the form by hand.

Adds a new field definition for parties, opportunities or cases, so Capsule starts storing a piece of information it did not track before.

Adds a new stage to your opportunity pipeline, the steps a deal goes through from first contact to signature.

Writes an entry into Capsule's history, such as a note, so the timeline of a contact or a deal tells the full story, including what happened in other tools.

Drops a new deal into your Capsule pipeline, ready for a rep to work, straight from wherever the demand showed up.

Adds a person or an organisation to Capsule, which turns a form submission, a signup or a business card scan into a real CRM contact.

Defines a new tag for parties, opportunities or cases, the labels you use in Capsule to group and filter records.

Puts a to-do on someone's Capsule list, which is the simplest way to make sure a follow-up actually happens.

Adds a new category for Capsule tasks, so calls, emails or demos can be told apart at a glance on the task list.

Applies a track definition to a case or an opportunity, which sets up the sequence of work you designed for that kind of record in one step.

Removes a specific case from Capsule, which keeps the project list clean when records were created by mistake or by a test.

Takes a custom field out of your Capsule account, handy when you retire a data point that nobody fills in anymore.

Removes a stage from the opportunity pipeline, which trims a sales process that has grown too many steps.

Erases an entry from a record's history, together with any attachments it carries, for when a note should never have been logged.

Removes a specific deal from Capsule, so spam leads or test opportunities stop polluting your pipeline and your forecast.

Deletes a person or an organisation from Capsule, useful when a contact asks to be erased or when duplicates pile up.

Removes a tag from your Capsule account, which clears out labels left over from old campaigns.

Removes a specific task from Capsule, so a to-do that no longer makes sense stops cluttering the rep's list.

Removes a task category from your Capsule account while keeping the tasks that used it.

Takes a track off a case or an opportunity, along with the tasks that came with it, for when a workflow was applied to the wrong record.

Calls any endpoint of the Capsule CRM API with the connection you already set up, which covers what the listed modules do not.

Detaches a person or organisation from a case without deleting the contact itself, so the project record stays accurate when people change.

Unlinks an extra contact from a deal while the contact stays in Capsule, which keeps the buying group current.

Fetches the full details of one case, so later modules can use its data in a message or in another tool.

Reads the definition of one custom field, useful for checking how a field is set up before a scenario writes into it.

Returns the details of one pipeline stage, such as its name and description, to reuse in the rest of the scenario.

Pulls one entry from a record's history: a note, an email, or the details of a completed party task.

Loads one deal with its details, which gives the next modules everything they need to report on it or copy it elsewhere.

Reads one person or organisation from Capsule, so the scenario can use contact details kept in your CRM.

Returns the details of one tag defined in Capsule, handy for checking a label before the scenario relies on it.

Fetches one task with its details, so a later module can post it, copy it or check its state.

Reads one task category, which gives you its name and color to reuse elsewhere in the flow.

Returns one track applied to a case or an opportunity, so you can see where a structured workflow stands.

Changes an existing case, so a project record in Capsule follows what happens in your other tools.

Edits the definition of a party, opportunity or case field, for example to rename it, without touching the values already stored.

Changes the name, the description or the probability of a pipeline stage, which keeps your forecast in line with how deals really close.

Rewrites the content of an existing note or email in Capsule, for when a logged entry needs a correction or an addition.

Edits an existing deal, which lets events outside Capsule move your pipeline forward without a rep updating it by hand.

Keeps a contact or company record current in Capsule without rewriting it: you send only the values that changed, and every field you leave out stays exactly as it was.

Edits the details of one tag definition, whether it labels parties, opportunities or cases, so your naming stays consistent without starting again from scratch.

Moves a follow-up forward: the module rewrites a task that already exists in Capsule, so a reminder created earlier reflects what actually happened next.

Gives a task category a new name or a new colour, the two things this module can change, so the team's to-do list reads clearly at a glance.

Adjusts the basic details of a track, the set of tasks Capsule attaches to a case or an opportunity, without removing it and applying it again.

Returns every extra contact linked to one case, one bundle per person or organisation, so later modules can reach everyone involved and not only the main contact.

Pulls the secondary contacts attached to a given opportunity, each one arriving as a separate bundle you can map into the next step of the scenario.

Brings back the cases of your Capsule account as a stream of bundles, handy when a scenario must go through them one after another.

Shows which custom fields exist in the account, so a scenario can discover their definitions before it writes anything into them.

Recovers the trail of opportunities removed from Capsule, one bundle each, so another system can clean up its own copy of the pipeline.

Tells your scenario which contacts and organisations were deleted from Capsule since a date you choose in the since parameter.

Captures the cases that were removed from Capsule, so a mirror elsewhere stops showing work that no longer exists.

Turns a company record into a list of real people: the module returns the contacts linked to one organisation in Capsule.

Gathers the history behind a record: notes, emails and completed tasks tied to parties, cases and opportunities.

Reads the activity timeline newest first: notes, emails and the details of completed party tasks, sorted by entry date in descending order.

Lays out the milestones of your sales pipeline, the stages an opportunity goes through, so a scenario can pick the right one instead of guessing.

Walks through the deals stored in Capsule, each one delivered as a bundle ready to be mapped into another app.

Starts from one contact or company and returns only the opportunities attached to it, which is exactly what a sales rep wants to know before a call.

Loads your contacts and organisations one bundle at a time, the widest net this app offers when you work with people.

Collects the tags defined for one kind of record, parties, opportunities or cases, so a scenario can reuse existing labels instead of creating duplicates.

Hands the scenario the set of task categories your team uses, so new tasks land in the right bucket rather than in an uncategorized pile.

Delivers the tasks stored in Capsule as individual bundles, useful to push follow-ups into another task manager or a reminder channel.

Displays the track definitions available in Capsule, with an option to keep only those meant for cases or only those meant for opportunities.

Reveals the tracks applied to one case or one opportunity, so you know which task sequences that record already carries.

Finds cases the way the search bar inside Capsule does, so the results match what your team sees when typing the same words.

Locates deals through Capsule's global search, returning the same hits a user would get inside the app.

Looks up people and organisations exactly as the global search in Capsule would, the usual first step before updating or linking a contact.

Fetches several cases in one go from their unique IDs, tidier than chaining one Show a Case per record.

Refreshes a set of deals at once from the list of opportunityIds you provide, handy when another system stores those references.

Retrieves several contacts or organisations at once from their unique IDs, keeping the scenario short when you already know exactly who you need.