Skip to main content

Capsule CRM connector

Back to the connector overview, authentication methods, and actions.
​
16 Sept 2026
breaking bug-fixFixes fields that could not previously be saved — multi-select and link custom fields, yes/no and numeric custom field values, relative date filters, opportunity milestones, social profile links and task due times.
capsulecrm_create_opportunity, capsulecrm_create_opportunity_custom_field, capsulecrm_create_party, capsulecrm_create_party_custom_field, capsulecrm_create_project, capsulecrm_create_project_custom_field, capsulecrm_create_task, capsulecrm_create_track_definition, capsulecrm_filter_opportunities, capsulecrm_filter_parties, capsulecrm_filter_projects, capsulecrm_update_opportunity, capsulecrm_update_party, capsulecrm_update_project, capsulecrm_update_task, capsulecrm_update_track_definition
​
15 Sept 2026
auth breaking guideOAuth scopes are now set on the connector profile instead of per linked account. Rewrote both connection guides from the live Capsule interface, with screenshots and corrected screen names.
​
22 Jul 2026
removed-actionsRemoved unified IAM roles actions (unified_list_roles, unified_get_role). Capsule has no role or permission API, so the catalog returned a single invented “user” role with no real access data. The inline roles[] expand on unified_list_users / unified_get_user is removed for the same reason.
capsulecrm_unified_get_role, capsulecrm_unified_list_roles
capsulecrm_unified_get_me, capsulecrm_unified_get_organization, capsulecrm_unified_get_user, capsulecrm_unified_list_organizations, capsulecrm_unified_list_users
​
14 Jul 2026
new-actionsAdded webhook event support for contact, project, opportunity, task, and user events (19 events) with programmatic REST Hook registration.
​
13 Jul 2026
new-actionsAdded unified IAM actions for users, roles, groups, organizations, and credentials.