Capsule and HUB Planner integration

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.

This call will return all projects.

Search for projects based on their status.

Retrieve a specific project by its ID.

Create a new project with the provided details.

Fetch templates defined for your account.

Search for custom fields based on their type.

Updates multiple projects in a single request.

Deletes a specific project by id.

Adds a resource to a specific project identified by projectId.

Removes a resource from a specific project identified by resourceId.

Adds clients to a specific project identified by projectId.

Removes a client from specific projects identified by clientId.

Sets project managers for a specific project identified by projectId.

Retrieves all tags for a specific project identified by its ID.

Removes a specific tag from a project identified by its ID.

Retrieve a paginated list of all bookings.

Retrieve deleted bookings using the query parameter deleted.

Retrieve booking dependencies using the query parameter dependencies.

Search allows to get more complex results based on given criteria.

Get a specific booking by its ID.

Create a new booking with minimum required fields.

Update an existing booking.

Delete a specific booking by id.

Delete multiple bookings by booking IDs, resourceId or projectId.

Delete all bookings for the resource with ID.

Delete all bookings for the project with ID.

Call will return all projects.

Search events by name.

Use the following command to get a specific event by ID.

Update an existing event by ID with the complete event object.

Retrieves a list of all holidays.

Searches for holidays within a specified date range.

Retrieves details of a specific holiday by ID.

Updates an existing holiday by ID.

Retrieve a specific milestone by its ID.

Search for milestones based on specific parameters.

Create a new milestone with the required fields.

Update an existing milestone by its ID.