Brex and Capsule integration

Returns referrals created, excluding expired ones.

This creates new referrals and returns an identifier with a unique application link.

Returns a referral object by ID if it exists.

Create a new document upload using a presigned S3 URL.

This endpoint lists all accounts of card type.

This endpoint lists all finalized statements for the primary card account.

This endpoint lists all the existing cash accounts with their status.

This endpoint returns the primary cash account with its status.

This endpoint returns the cash account associated with the provided ID with its status.

This endpoint lists all finalized statements for the cash account by ID.

This endpoint lists all users.

This endpoint returns the user associated with the OAuth2 access token.

This endpoint gets a user by ID.

This endpoint gets the monthly limit for the user including the monthly available limit.

This endpoint sets a limit for a user.

This endpoint lists all locations.

This endpoint creates a new location.

This endpoint gets a location by ID.

This endpoint lists all departments.

This endpoint creates a new department.

This endpoint creates a new department.

This endpoint gets a department by ID.

This endpoint lists all titles.

This endpoint gets a title by ID.

Lists all cards by a user_id.

Creates a new card requiring certain fields based on card type.

Retrieves a card by ID.

Locks an existing, unlocked card.

Retrieves card number, CVV, and expiration date of a card by ID.

Creates a secure email to send card number, CVV, and expiration date of a card by ID to the specified email.

Sends a secure email to a recipient regarding a card.

Terminates an existing card and notifies the card owner.

Unlocks an existing card.

This endpoint lists all existing vendors for an account.

This endpoint gets a vendor by ID.

Updates an existing vendor by ID.

This endpoint deletes a vendor by ID.

This endpoint creates a new transfer.

This endpoint lists existing transfers for an account.

This endpoint creates a transfer between accounts.

This endpoint gets a transfer by ID.

This endpoint lists all settled transactions for all card accounts.

This endpoint lists all transactions for the cash account with the selected ID.

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.