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Capsule and Harvest integration
Save yourself the work of writing custom integrations for Capsule and Harvest and use n8n instead. Build adaptable and scalable Sales, and Productivity workflows that work with your technology stack. All within a building experience you will love.
How to connect Capsule and Harvest
- Step 1: Create a new workflow
- Step 2: Add and configure nodes
- Step 3: Connect
- Step 4: Customize and extend your integration
- Step 5: Test and activate your workflow
Step 1: Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Step 2: Add and configure Harvest and Capsule nodes (using the HTTP Request node)
You can find the Harvest node in the nodes panel and drag it onto your workflow canvas. To add the Capsule app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Capsule. Configure Capsule and Harvest one by one: input data on the left, parameters in the middle, and output data on the right.
Step 3: Connect Harvest and Capsule
A connection establishes a link between Harvest and Capsule (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.
Step 4: Customize and extend your Harvest and Capsule integration
Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Harvest and Capsule with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.
Step 5: Test and activate your Capsule and Harvest workflow
Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Capsule to Harvest or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.
Build your own Capsule and Harvest integration
Create custom Capsule and Harvest workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Supported API Endpoints for Capsule
To set up Capsule integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Capsule to query the data you need using the API endpoint URLs you provide.
- Parties
- Opportunities
- Projects
- Tasks
- Entries
- Pipelines
- Milestones
- Lost reasons
- Boards
- Stages
- Track definitions
- Custom titles
- Opportunity
- Project
- Track
- User
- Tag
- Custom_field
- Lost_reason
- Internationalization
- Milestone
- Board
- Activity type
- Rest_hooks
- Track_definitions
- Task_categories
- Titles
- Activity_types
- Team
- Categories
- Trackdefinitions
List parties
Retrieve a list of all parties.
GET
/v2/operations/Party#listParties
Show party
Retrieve details for a specific party.
GET
/v2/operations/Party#showParty
Create party
Create a new party.
POST
/v2/operations/Party#createParty
Update party
Update an existing party's information.
PUT
/v2/operations/Party#updateParty
Delete party
Delete a specific party.
DELETE
/v2/operations/Party#deleteParty
Create party
Create a new organisation record.
POST
/api/v2/parties
Update party
Update an existing organisation record.
PUT
/api/v2/parties/100
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List opportunities
Retrieve a list of all opportunities.
GET
/v2/operations/Opportunity#listOpportunities
Create opportunity
Create a new opportunity.
POST
/v2/operations/Opportunity#createOpportunity
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List projects
Retrieve a list of all projects.
GET
/v2/operations/Project#listProjects
Update project
Update the details of an existing project.
PUT
/v2/operations/Project#updateProject
Delete project
Remove a project from the system.
DELETE
/v2/operations/Project#deleteProject
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List tasks
Retrieve a list of all tasks.
GET
/v2/operations/Task#listTasks
Create task
Add a new task to the system.
POST
/v2/operations/Task#createTask
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List entries
Retrieve a list of all entries.
GET
/v2/operations/Entry#listEntriesForEntity
Create entry
Add a new entry to the system.
POST
/v2/operations/Entry#createEntry
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List pipelines
Retrieve a list of all pipelines.
GET
/v2/operations/Pipeline#listPipelines
Show pipeline
Retrieve details of a specific pipeline.
GET
/v2/operations/Pipeline#showPipeline
Create pipeline
Create a new pipeline.
POST
/v2/operations/Pipeline#createPipeline
Update pipeline
Update an existing pipeline.
PUT
/v2/operations/Pipeline#updatePipeline
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List milestones
Retrieve a list of all milestones.
GET
/v2/operations/Milestone#listMilestones
Create milestone
Create a new milestone.
POST
/v2/operations/Milestone#createMilestone
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List lost reasons
Retrieve a list of all lost reasons.
GET
/v2/operations/Lost_Reason#listLostReasons
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List boards
Retrieve a list of all boards.
GET
/v2/operations/Board#listBoards
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List stages
Retrieve a list of all stages.
GET
/v2/operations/Stage#listStages
List stages
Retrieve a list of stages associated with a board.
GET
/v2/operations/Stage#listStagesForBoard
Show stage
Retrieve details about a specific stage.
GET
/v2/operations/Stage#showStage
Create stage
Create a new stage in the system.
POST
/v2/operations/Stage#createStage
Update stage
Update an existing stage.
PUT
/v2/operations/Stage#updateStage
Delete stage
Remove a stage from the system.
DELETE
/v2/operations/Stage#deleteStage
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List track definitions
Retrieve a list of all track definitions.
GET
/v2/operations/Track_Definition#listTrackDefinitions
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List custom titles
Retrieve a list of all custom titles.
GET
/v2/operations/Custom_Title#listTitles
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Update opportunity
Updates an existing opportunity.
PUT
/v2/operations/Opportunity#updateOpportunity
Delete opportunity
Deletes an existing opportunity.
DELETE
/v2/operations/Opportunity#deleteOpportunity
List deleted opportunities
Lists all previously deleted opportunities.
GET
/v2/operations/Opportunity#listDeletedOpportunities
Search opportunities
Searches for opportunities based on specified criteria.
GET
/v2/operations/Opportunity#searchOpportunities
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Create project
Creates a new project.
POST
/v2/operations/Project#createProject
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Create track
Creates a new track.
POST
/v2/operations/Track#createTrack
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List users
Retrieves a list of all users.
GET
/v2/operations/User#listUsers
Show current user
Displays the current user's information.
GET
/v2/operations/User#showCurrentUser
Update user
Update an existing user.
PUT
/v2/operations/User#updateUser
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Create tag definition
Creates a new tag definition.
POST
/v2/operations/Tag#createTag
List tag definitions
Get a list of tag definitions.
GET
/v2/operations/Tag#listTags
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List custom fields
Retrieves a list of all custom fields.
GET
/v2/operations/Custom_Field#listFields
Create custom field
Create a new custom field.
POST
/v2/operations/Custom_Field#createField
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Create lost reason
Creates a new reason for a lost opportunity.
POST
/v2/operations/Lost_Reason#createLostReason
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List countries
Collection of country names available in Capsule; useful for populating the country field of the party's address.
GET
/api/v2/countries
List currencies
Collection of ISO currency code options available in Capsule; useful for populating and displaying the opportunities' value.
GET
/api/v2/currencies
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Delete milestone
Delete a specific milestone.
DELETE
/v2/operations/Milestone#deleteMilestone
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Create board
Create a new board.
POST
/v2/operations/Board#createBoard
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List activity types
Retrieve a list of activity types.
GET
/v2/operations/Activity_Type#listActivityTypes
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List REST hooks
Retrieve a list of all REST hooks.
GET
/v2/operations/REST_Hook#listRestHooks
Show REST hook
Retrieve details about a specific REST hook.
GET
/v2/operations/REST_Hook#showRestHook
Subscribe REST hook
Subscribe to a new REST hook in the system.
POST
/v2/operations/REST_Hook#subscribeRestHook
Unsubscribe REST hook
Unsubscribe from a specific REST hook.
DELETE
/v2/operations/REST_Hook#unsubscribeRestHook
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Show track definition
Retrieve details about a specific track definition.
GET
/v2/operations/Track_Definition#showTrackDefinition
Create track definition
Create a new track definition in the system.
POST
/v2/operations/Track_Definition#createTrackDefinition
Update track definition
Update an existing track definition.
PUT
/v2/operations/Track_Definition#updateTrackDefinition
Delete track definition
Remove a track definition from the system.
DELETE
/v2/operations/Track_Definition#deleteTrackDefinition
List track definitions
List track definitions with the option to filter for track definitions for projects or opportunities.
GET
/api/v2/trackdefinitions
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List task categories
Retrieve a list of all task categories.
GET
/v2/operations/Category#listCategories
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List custom titles
List custom titles for this Capsule account.
GET
/api/v2/titles
Delete custom title
Delete a custom title from Capsule.
DELETE
/api/v2/titles/{titleId}
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Create activity type
Creates a new activity type.
POST
/v2/operations/Activity_Type#createActivityType
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
List teams
List all teams.
GET
/v2/operations/Team#listTeams
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Show task category
Retrieve details of a specific task category.
GET
/v2/operations/Category#showCategory
Create task category
Create a new task category.
POST
/v2/operations/Category#createCategory
Update task category
Update an existing task category.
PUT
/v2/operations/Category#updateCategory
Delete task category
Delete an existing task category.
DELETE
/v2/operations/Category#deleteCategory
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Get track definition
Show a specific track definition.
GET
/api/v2/trackdefinitions/{trackDefinitionId}
Create track definition
Create a track definition.
POST
/api/v2/trackdefinitions
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Harvest supported actions
- Client
- Company
- Contact
- Estimate
- Expense
- Invoice
- Project
- Task
- Time Entry
- User
Create
Create a client
Delete
Delete a client
Get
Get data of a client
Get Many
Get data of many clients
Update
Update a client
Get
Retrieves the company for the currently authenticated user
Create
Create a contact
Delete
Delete a contact
Get
Get data of a contact
Get Many
Get data of many contacts
Update
Update a contact
Create
Create an estimate
Delete
Delete an estimate
Get
Get data of an estimate
Get Many
Get data of many estimates
Update
Update an estimate
Create
Create an expense
Delete
Delete an expense
Get
Get data of an expense
Get Many
Get data of many expenses
Update
Update an expense
Create
Create an invoice
Delete
Delete an invoice
Get
Get data of an invoice
Get Many
Get data of many invoices
Update
Update an invoice
Create
Create a project
Delete
Delete a project
Get
Get data of a project
Get Many
Get data of many projects
Update
Update a project
Create
Create a task
Delete
Delete a task
Get
Get data of a task
Get Many
Get data of many tasks
Update
Update a task
Create via Duration
Create a time entry via duration
Create via Start and End Time
Create a time entry via start and end time
Delete
Delete a time entry
Delete External Reference
Delete a time entry’s external reference
Get
Get data of a time entry
Get Many
Get data of many time entries
Restart
Restart a time entry
Stop
Stop a time entry
Update
Update a time entry
Create
Create a user
Delete
Delete a user
Get
Get data of a user
Get Many
Get data of many users
Me
Get data of authenticated user
Update
Update a user
Capsule and Harvest integration details
Other integrations with Harvest
Use case
Supercharge your CRM
Need a more powerful integration with your CRM? n8n lets you go beyond standard integrations offered by popular CRMs!
Learn moreFAQs
Can Capsule connect with Harvest?
Yes, Capsule can connect with Harvest using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Capsule and Harvest. Configure nodes for Capsule and Harvest in the n8n interface, specifying actions and triggers to set up their connection.
Can I use Capsule’s API with n8n?
Yes, with n8n, you can programmatically interact with Capsule’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.
Can I use Harvest’s API with n8n?
Yes, with n8n, you can programmatically interact with Harvest’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.
Is n8n secure for integrating Capsule and Harvest?
Yes, it is safe to use n8n to integrate Capsule and Harvest. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control.
Learn more about n8n’s security practices here.
How to get started with Capsule and Harvest integration in n8n.io?
- n8n Cloud: hosted solution, no need to install anything.
- Self-host: recommended method for full-control or customized use cases.
To start integrating Capsule and Harvest in n8n, you have different options depending on how you intend to use it:
Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.
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