Capsule
Simple CRM for contacts, sales pipelines and projects used by small businesses.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token, OAuth 2.0
- Docs
- Capsule API docs
02Data
What you can sync.
- Parties
- Opportunities
- Projects
- Tasks
- Entries
Model Capsule parties once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Capsule data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
- OAuth 2.0 (client ID, client secret, refresh token)
Capsule uses an access token or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Capsule if you need help.
04How it works
How it works in DataMind.
-
Pick Capsule.
Open Lake, pick Capsule in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Capsule API docs.
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Answer a few questions.
The AI reads the Capsule documentation, then asks which credentials you will use, which data to sync (for example parties and opportunities), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Capsule data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
