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Capsule CRM connector

Back to the connector overview, authentication methods, and actions.
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1 Oct 2026
new-actions bug-fix breakingAdded Create Track to apply a track to an existing contact, opportunity or project, and removed the unsupported tracks input from the update actions; tracks can be supplied when creating a record or applied later through Create Track.
capsulecrm_create_track
capsulecrm_create_party, capsulecrm_create_track_definition, capsulecrm_filter_opportunities, capsulecrm_filter_projects, capsulecrm_update_opportunity, capsulecrm_update_party, capsulecrm_update_project
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29 Sept 2026
description-fixClarified that link custom fields can’t be given a value on a record, that link custom fields must be created with a URL, and which website services take a username instead of a full URL.
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_update_opportunity, capsulecrm_update_party, capsulecrm_update_project
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28 Sept 2026
new-actions bug-fixAdded an action to list the tracks applied to a party, opportunity or project, and clarified filter fields, date formats and social profile types. Delete and link actions now return a confirmation.
capsulecrm_list_tracks
capsulecrm_add_opportunity_party, capsulecrm_add_project_party, capsulecrm_create_opportunity, capsulecrm_create_party, capsulecrm_create_project, capsulecrm_create_track_definition, capsulecrm_delete_entry, capsulecrm_delete_milestone, capsulecrm_delete_opportunity, capsulecrm_delete_opportunity_custom_field, capsulecrm_delete_opportunity_tag, capsulecrm_delete_party, capsulecrm_delete_party_custom_field, capsulecrm_delete_party_tag, capsulecrm_delete_project, capsulecrm_delete_project_custom_field, capsulecrm_delete_project_tag, capsulecrm_delete_stage, capsulecrm_delete_task, capsulecrm_delete_task_category, capsulecrm_delete_track_definition, capsulecrm_filter_opportunities, capsulecrm_filter_parties, capsulecrm_filter_projects, capsulecrm_list_opportunities, capsulecrm_list_parties, capsulecrm_list_projects, capsulecrm_list_stages, capsulecrm_remove_opportunity_party, capsulecrm_remove_project_party, capsulecrm_search_parties, capsulecrm_update_party, capsulecrm_update_track_definition
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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
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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.
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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
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14 Jul 2026
new-actionsAdded webhook event support for contact, project, opportunity, task, and user events (19 events) with programmatic REST Hook registration.
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13 Jul 2026
new-actionsAdded unified IAM actions for users, roles, groups, organizations, and credentials.