Capsule and Docupilot connection

Retrieve a list of all parties.

Retrieve details for a specific party.

Create a new party.

Update an existing party's information.

Delete a specific party.

Create a new organisation record.

Update an existing organisation record.

Retrieve a list of all opportunities.

Create a new opportunity.

Retrieve a list of all projects.

Update the details of an existing project.

Remove a project from the system.

Retrieve a list of all tasks.

Add a new task to the system.

Retrieve a list of all entries.

Add a new entry to the system.

Retrieve a list of all pipelines.

Retrieve details of a specific pipeline.

Create a new pipeline.

Update an existing pipeline.

Retrieve a list of all milestones.

Create a new milestone.

Retrieve a list of all lost reasons.

Retrieve a list of all boards.

Retrieve a list of all stages.

Retrieve a list of stages associated with a board.

Retrieve details about a specific stage.

Create a new stage in the system.

Update an existing stage.

Remove a stage from the system.

Retrieve a list of all track definitions.

Retrieve a list of all custom titles.

Updates an existing opportunity.

Deletes an existing opportunity.

Lists all previously deleted opportunities.

Searches for opportunities based on specified criteria.

Creates a new project.

Creates a new track.

Retrieves a list of all users.

Displays the current user's information.

Update an existing user.

Creates a new tag definition.

Get a list of tag definitions.

Retrieves a list of all custom fields.

Create a new custom field.

Creates a new reason for a lost opportunity.

Collection of country names available in Capsule; useful for populating the country field of the party's address.

Collection of ISO currency code options available in Capsule; useful for populating and displaying the opportunities' value.

Delete a specific milestone.

Create a new board.

Retrieve a list of activity types.

Retrieve a list of all REST hooks.

Retrieve details about a specific REST hook.

Subscribe to a new REST hook in the system.

Unsubscribe from a specific REST hook.

Retrieve details about a specific track definition.

Create a new track definition in the system.

Update an existing track definition.

Remove a track definition from the system.

List track definitions with the option to filter for track definitions for projects or opportunities.

Retrieve a list of all task categories.

List custom titles for this Capsule account.

Delete a custom title from Capsule.

Creates a new activity type.

List all teams.

Retrieve details of a specific task category.

Create a new task category.

Update an existing task category.

Delete an existing task category.

Show a specific track definition.

Create a track definition.