Can I limit what agents can do in Capsule CRM?

Yes, twice over. The connection itself has an access level (Standard access), and on top of that you can allow, scope, or deny each individual agent from the Integrations page.

Can I connect more than one Capsule CRM account?

Yes. Connect additional accounts from the same card and mark one as primary; agents use the primary unless a mission names a specific account.

How do I disconnect Capsule CRM?

Open Integrations, choose the account under Capsule CRM, and revoke it. Agents lose access immediately; nothing keeps working in the background.

CRM & Support

💊 Capsule CRM integration

Verified July 15, 2026

Connect Capsule CRM once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in Capsule CRM

Look things up, get activity type; get attachment; get board, and more.
Do real work, add project party; create category; create custom field definition; create entry, and more.
Run it on a schedule: any of the 109 available tools below can be part of a scheduled task or a mission.

How to connect

In your dashboard, open Integrations and find Capsule CRM.
Click Connect.
Sign in to Capsule CRM in the window that opens and approve. You land back on the Integrations page with the account live.

If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

This app connects with standard access. Every agent can still be individually allowed, scoped, or denied from the Integrations page.

Every tool, in plain terms

The 109 tools agents use in Capsule CRM through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

Tool	What it does	Access level
Add project party `CAPSULE_CRM_ADD_PROJECT_PARTY`	Add a party (person or organisation) to a project in Capsule CRM.	All levels
Create category `CAPSULE_CRM_CREATE_CATEGORY`	Create a new task category in Capsule CRM.	All levels
Create custom field definition `CAPSULE_CRM_CREATE_CUSTOM_FIELD_DEFINITION`	Create a new custom field definition for parties, opportunities, or projects in Capsule CRM.	All levels
Create entry `CAPSULE_CRM_CREATE_ENTRY`	Create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a p…	All levels
Create lost reason `CAPSULE_CRM_CREATE_LOST_REASON`	Create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conver…	All levels
Create milestone `CAPSULE_CRM_CREATE_MILESTONE`	Create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.	All levels
Create opportunity `CAPSULE_CRM_CREATE_OPPORTUNITY`	Create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.	All levels
Create opportunity party `CAPSULE_CRM_CREATE_OPPORTUNITY_PARTY`	Add a party (person or organisation) to an opportunity in Capsule CRM.	All levels
Create party `CAPSULE_CRM_CREATE_PARTY`	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.	All levels
Create project `CAPSULE_CRM_CREATE_PROJECT`	Create a new project (case) in Capsule CRM.	All levels
Create stage `CAPSULE_CRM_CREATE_STAGE`	Create a new stage in a board in Capsule CRM.	All levels
Create task `CAPSULE_CRM_CREATE_TASK`	Create a new task in Capsule CRM. Use when you need to add a task with a description and due date, optionally linking it to parties, opportunities, or projects.	All levels
Create title `CAPSULE_CRM_CREATE_TITLE`	Create a new custom person title in Capsule CRM.	All levels
Create track `CAPSULE_CRM_CREATE_TRACK`	Create a new track in Capsule CRM by applying a track definition to a project or opportunity.	All levels
Create track definition `CAPSULE_CRM_CREATE_TRACK_DEFINITION`	Create a new track definition in Capsule CRM.	All levels
Delete board `CAPSULE_CRM_DELETE_BOARD`	Delete (archive) a specific board in Capsule CRM.	All levels
Delete category `CAPSULE_CRM_DELETE_CATEGORY`	Delete a category from Capsule CRM. Use when you need to remove a category that is no longer needed.	All levels
Delete custom field definition `CAPSULE_CRM_DELETE_CUSTOM_FIELD_DEFINITION`	Delete a custom field definition from an entity type in Capsule CRM.	All levels
Delete entity tag `CAPSULE_CRM_DELETE_ENTITY_TAG`	Delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM.	All levels
Delete entry `CAPSULE_CRM_DELETE_ENTRY`	Delete an entry (note, email, or task) from Capsule CRM.	All levels
Delete lost reason `CAPSULE_CRM_DELETE_LOST_REASON`	Delete a lost reason from Capsule CRM. The deleted reason remains available for historical reporting but cannot be assigned to new opportunities.	All levels
Delete milestone `CAPSULE_CRM_DELETE_MILESTONE`	Delete a specific milestone from Capsule CRM.	All levels
Delete opportunity `CAPSULE_CRM_DELETE_OPPORTUNITY`	Delete an opportunity from Capsule CRM. The opportunity can be restored within 30 days via the web interface. Use when you need to remove an opportunity.	All levels
Delete opportunity party `CAPSULE_CRM_DELETE_OPPORTUNITY_PARTY`	Remove a party (person or organisation) from an opportunity in Capsule CRM.	All levels
Delete party `CAPSULE_CRM_DELETE_PARTY`	Fully delete a specific party (person or organisation) from Capsule CRM.	All levels
Delete project `CAPSULE_CRM_DELETE_PROJECT`	Delete a project (case) from Capsule CRM. The project can be restored within 30 days via the web interface. Use when you need to remove a project.	All levels
Delete project party `CAPSULE_CRM_DELETE_PROJECT_PARTY`	Remove a party (person or organisation) from a project in Capsule CRM.	All levels
Delete stage `CAPSULE_CRM_DELETE_STAGE`	Delete a specific stage from a board in Capsule CRM.	All levels
Delete task `CAPSULE_CRM_DELETE_TASK`	Delete a specific task from Capsule CRM. Use when you need to remove a task by its ID.	All levels
Delete title `CAPSULE_CRM_DELETE_TITLE`	Delete a specific title from Capsule CRM. Use when you need to remove a title that is no longer needed.	All levels
Delete track `CAPSULE_CRM_DELETE_TRACK`	Delete a specific track from Capsule CRM. Use when you need to remove a track that is no longer needed.	All levels
Delete track definition `CAPSULE_CRM_DELETE_TRACK_DEFINITION`	Delete a specific track definition from Capsule CRM.	All levels
Get activity type `CAPSULE_CRM_GET_ACTIVITY_TYPE`	Get a specific activity type by ID. Use when you need to retrieve details about a particular activity type including its name, icon, and whether it updates the last contacted date.	All levels
Get attachment `CAPSULE_CRM_GET_ATTACHMENT`	Retrieve a specific attachment by ID from Capsule CRM.	All levels
Get board `CAPSULE_CRM_GET_BOARD`	Get a specific board by ID from Capsule CRM.	All levels
Get category `CAPSULE_CRM_GET_CATEGORY`	Get a specific category by ID. Use when you need to retrieve details of a particular category including its name and colour.	All levels
Get current user `CAPSULE_CRM_GET_CURRENT_USER`	Retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings.	All levels
Get custom field definition `CAPSULE_CRM_GET_CUSTOM_FIELD_DEFINITION`	Get a specific custom field definition by ID from Capsule CRM.	All levels
Get entity tag `CAPSULE_CRM_GET_ENTITY_TAG`	Retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM.	All levels
Get entry `CAPSULE_CRM_GET_ENTRY`	Retrieve a specific entry by ID. Use when you need to fetch details of a note, email, or task entry.	All levels
Get lost reason `CAPSULE_CRM_GET_LOST_REASON`	Retrieve a specific lost reason by ID from Capsule CRM.	All levels
Get milestone `CAPSULE_CRM_GET_MILESTONE`	Get a specific milestone by ID from Capsule CRM.	All levels
Get opportunity `CAPSULE_CRM_GET_OPPORTUNITY`	Retrieve a specific opportunity by its ID from Capsule CRM.	All levels
Get pipeline `CAPSULE_CRM_GET_PIPELINE`	Get a specific pipeline by ID from Capsule CRM.	All levels
Get project `CAPSULE_CRM_GET_PROJECT`	Retrieve a specific project (case) by its ID from Capsule CRM.	All levels
Get stage `CAPSULE_CRM_GET_STAGE`	Get a specific stage by ID from Capsule CRM.	All levels
Get task `CAPSULE_CRM_GET_TASK`	Get a specific task by ID. Use when you need to retrieve full details of a task including description, due date, status, and associations.	All levels
Get track `CAPSULE_CRM_GET_TRACK`	Get a specific track by ID. Use when you need to retrieve details of a track including its description, date, direction, and optionally its associated tasks.	All levels
Get track definition `CAPSULE_CRM_GET_TRACK_DEFINITION`	Get a specific track definition by ID from Capsule CRM.	All levels
Get user `CAPSULE_CRM_GET_USER`	Get a specific user by ID. Use when you need to retrieve full details of a user including username, email preferences, timezone settings, and optionally their associated party information.	All levels
List activity types `CAPSULE_CRM_LIST_ACTIVITY_TYPES`	List all activity types on the Capsule account.	All levels
List activity type icons `CAPSULE_CRM_LIST_ACTIVITY_TYPE_ICONS`	List available activity type icons in Capsule CRM.	All levels
List boards `CAPSULE_CRM_LIST_BOARDS`	List all boards on the Capsule CRM account.	All levels
List board stages `CAPSULE_CRM_LIST_BOARD_STAGES`	List stages associated with a board in Capsule CRM.	All levels
List categories `CAPSULE_CRM_LIST_CATEGORIES`	List all task categories on the Capsule account.	All levels
List countries `CAPSULE_CRM_LIST_COUNTRIES`	List all countries on the Capsule CRM account.	All levels
List currencies `CAPSULE_CRM_LIST_CURRENCIES`	List all available currencies on the Capsule account.	All levels
List custom field definitions `CAPSULE_CRM_LIST_CUSTOM_FIELD_DEFINITIONS`	List all custom field definitions for parties, opportunities, or projects (kases).	All levels
List deleted opportunities `CAPSULE_CRM_LIST_DELETED_OPPORTUNITIES`	List opportunities deleted or restricted since a given date.	All levels
List deleted parties `CAPSULE_CRM_LIST_DELETED_PARTIES`	Retrieve parties deleted since a given date.	All levels
List deleted projects `CAPSULE_CRM_LIST_DELETED_PROJECTS`	List projects deleted or restricted since a given date.	All levels
List entity entries `CAPSULE_CRM_LIST_ENTITY_ENTRIES`	List entries (notes, emails, tasks) for a specific party, opportunity, or project.	All levels
List entity tags `CAPSULE_CRM_LIST_ENTITY_TAGS`	List all tag definitions for a specific entity type (parties, opportunities, or kases).	All levels
List entity tracks `CAPSULE_CRM_LIST_ENTITY_TRACKS`	List tracks applied to a specific opportunity or project.	All levels
List entries by date `CAPSULE_CRM_LIST_ENTRIES_BY_DATE`	List notes, emails, and completed party tasks in descending order by entry date.	All levels
List goals `CAPSULE_CRM_LIST_GOALS`	List all goals on the Capsule account. Use when you need to retrieve goals with pagination support.	All levels
List lost reasons `CAPSULE_CRM_LIST_LOST_REASONS`	List all lost reasons on the Capsule account.	All levels
List milestones `CAPSULE_CRM_LIST_MILESTONES`	List all milestones on the Capsule account.	All levels
List opportunities `CAPSULE_CRM_LIST_OPPORTUNITIES`	List all opportunities from Capsule CRM with pagination and filtering.	All levels
List opportunity parties `CAPSULE_CRM_LIST_OPPORTUNITY_PARTIES`	List additional parties associated with an opportunity in Capsule CRM.	All levels
List opportunity projects `CAPSULE_CRM_LIST_OPPORTUNITY_PROJECTS`	List projects (cases) associated with a specific opportunity in Capsule CRM.	All levels
List org employees `CAPSULE_CRM_LIST_ORG_EMPLOYEES`	List employees linked to a specific organisation (party).	All levels
List parties `CAPSULE_CRM_LIST_PARTIES`	List all parties (contacts) on the account.	All levels
List party opportunities `CAPSULE_CRM_LIST_PARTY_OPPORTUNITIES`	List all opportunities associated with a specific party in Capsule CRM.	All levels
List party projects `CAPSULE_CRM_LIST_PARTY_PROJECTS`	List projects associated with a specific party in Capsule CRM.	All levels
List pipelines `CAPSULE_CRM_LIST_PIPELINES`	List all sales pipelines on the Capsule account.	All levels
List pipeline milestones `CAPSULE_CRM_LIST_PIPELINE_MILESTONES`	List milestones associated with a specific pipeline in Capsule CRM.	All levels
List projects `CAPSULE_CRM_LIST_PROJECTS`	List projects (cases) from Capsule CRM with pagination and filtering options.	All levels
List project parties `CAPSULE_CRM_LIST_PROJECT_PARTIES`	List parties associated with a specific project in Capsule CRM.	All levels
List rest hooks `CAPSULE_CRM_LIST_REST_HOOKS`	List all REST hook subscriptions on the Capsule CRM account.	All levels
List site `CAPSULE_CRM_LIST_SITE`	Retrieve site (account) information for the authenticated Capsule CRM account.	All levels
List stages `CAPSULE_CRM_LIST_STAGES`	List all stages on the Capsule CRM account.	All levels
List tasks `CAPSULE_CRM_LIST_TASKS`	List tasks on the Capsule account. Use when you need to retrieve tasks with filters or embedded related data.	All levels
List teams `CAPSULE_CRM_LIST_TEAMS`	List all teams on the Capsule CRM account.	All levels
List titles `CAPSULE_CRM_LIST_TITLES`	List all custom person titles on the Capsule account.	All levels
List track definitions `CAPSULE_CRM_LIST_TRACK_DEFINITIONS`	List all track definitions on the Capsule account.	All levels
List users `CAPSULE_CRM_LIST_USERS`	List all users on the Capsule CRM account.	All levels
Restore board `CAPSULE_CRM_RESTORE_BOARD`	Restore a deleted board in Capsule CRM. Use when you need to recover a previously deleted board. Requires Administrator role.	All levels
Run filter query `CAPSULE_CRM_RUN_FILTER_QUERY`	Run structured filter queries on parties, opportunities or kases.	All levels
Search opportunities `CAPSULE_CRM_SEARCH_OPPORTUNITIES`	Search for opportunities in Capsule CRM by query string.	All levels
Search parties `CAPSULE_CRM_SEARCH_PARTIES`	Search for parties (contacts/organisations) in Capsule CRM by query string.	All levels
Search projects `CAPSULE_CRM_SEARCH_PROJECTS`	Search for projects (cases) in Capsule CRM by query string.	All levels
Update board `CAPSULE_CRM_UPDATE_BOARD`	Update an existing board in Capsule CRM. Use when you need to modify the name or description of a board. Requires Administrator role on the Capsule account.	All levels
Update category `CAPSULE_CRM_UPDATE_CATEGORY`	Update an existing category in Capsule CRM.	All levels
Update custom field definition `CAPSULE_CRM_UPDATE_CUSTOM_FIELD_DEFINITION`	Update an existing custom field definition in Capsule CRM.	All levels
Update entity tag `CAPSULE_CRM_UPDATE_ENTITY_TAG`	Update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM.	All levels
Update entry `CAPSULE_CRM_UPDATE_ENTRY`	Update an existing entry (note, email, or task) in Capsule CRM.	All levels
Update lost reason `CAPSULE_CRM_UPDATE_LOST_REASON`	Update an existing lost reason in Capsule CRM.	All levels
Update milestone `CAPSULE_CRM_UPDATE_MILESTONE`	Update an existing milestone in Capsule CRM.	All levels
Update opportunity `CAPSULE_CRM_UPDATE_OPPORTUNITY`	Update an existing opportunity in Capsule CRM.	All levels
Update party `CAPSULE_CRM_UPDATE_PARTY`	Update an existing person or organisation (Party) in Capsule CRM.	All levels
Update pipeline `CAPSULE_CRM_UPDATE_PIPELINE`	Update an existing pipeline in Capsule CRM.	All levels
Update project `CAPSULE_CRM_UPDATE_PROJECT`	Update an existing project (case) in Capsule CRM.	All levels
Update stage `CAPSULE_CRM_UPDATE_STAGE`	Update an existing stage in Capsule CRM. Use when you need to modify the name, description, or display order of a stage within a board. Requires Administrator role on the Capsule account.	All levels
Update task `CAPSULE_CRM_UPDATE_TASK`	Update an existing task in Capsule CRM. Use when you need to modify task details, change status to completed, or update due dates.	All levels
Update track `CAPSULE_CRM_UPDATE_TRACK`	Update an existing track in Capsule CRM. Use when you need to modify the description or trackDateOn of a track instance. Only description and trackDateOn can be modified.	All levels
Update track definition `CAPSULE_CRM_UPDATE_TRACK_DEFINITION`	Update an existing track definition in Capsule CRM.	All levels
Update user `CAPSULE_CRM_UPDATE_USER`	Update an existing user in Capsule CRM. Use when you need to modify user preferences such as task reminders, locale, currency, timezone, or email settings.	All levels
Upload attachment `CAPSULE_CRM_UPLOAD_ATTACHMENT`	Upload an attachment to Capsule CRM. Returns a token that can be used to associate the attachment with entries when creating or updating them. Maximum file size is 25MB.	All levels

What agents can't do in Capsule CRM (yet)

Anything not in the table above. The tools mirror what Capsule CRM makes available to connected apps. If Capsule CRM doesn't expose an operation, agents can't perform it either.
If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check Capsule CRM for …”, “create … in Capsule CRM”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent says	What's happening	Fix
"Capsule CRM isn't connected"	No active connection (or this agent is denied)	Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"	Capsule CRM ended the authorization (they all do periodically)	Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"	The action is above the account's access level, or the agent is scoped down	Raise the level under Manage, or adjust that agent's policy
It did something unexpected	The ask was ambiguous (e.g. matched an existing item)	Be explicit, "create a NEW …", and give agents a working folder where relevant

How to connect

In your dashboard, open Integrations and find Capsule CRM.

Click Connect.

Sign in to Capsule CRM in the window that opens and approve. You land back on the Integrations page with the account live.