Capsule CRM

Capsule CRM is a customer relationship management platform that enables businesses to manage contacts, sales leads, tasks, and communications. Use it to enhance customer interaction and track sales opportunities effectively.

Data Model

• Parties are contacts (people or organizations). List parties, show party, search parties. Parties have employees.
• Opportunities are sales deals. List, show, search; link to parties via list_opportunities_by_party.
• Projects (Kases) are cases or projects. List, show, search; link to parties via list_projects_by_party.
• Tasks are to-dos. List and show by taskId.
• Pipelines and Milestones define sales stages. Boards and Stages define kanban boards.
• Users, Teams, Activity Types, Categories, Tags, Custom Fields are reference data.
• Entries are timeline/activity entries on entities (parties, etc.).

Gotchas

• partyId vs opportunityId: Different entities. Use list_opportunities_by_party to link.
• Projects = Kases: Internal API uses "kases" for projects. projectId comes from data.kases.
• Pagination: Use perPage for list endpoints. Defaults may return large sets.