Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
Tools
Create Capsule Crm Party
Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.
Delete Party
Tool to fully delete a specific party (person or organisation) from Capsule CRM. Use when you need to completely remove a party after confirming no active references remain.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. Use when you need to identify recently deleted or restricted opportunities.
List Deleted Parties
Tool to retrieve parties deleted since a given date. Use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. Use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). Use when you need to retrieve all employees under a given organisation.