Capsule and Workboard 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.

Retrieve the profile information of a user.

Add a new user to the system.

Modify the profile information of an existing user.

Remove a user from the system.

Retrieve a list of users in WorkBoard.

Update the profile information of an existing user.

Retrieve the profile of a user.

Create a new user in the system.

Update the profile information of an existing user.

Remove a user from the system.

Retrieve a list of all goals.

Add a new goal to the system.

Retrieve the details of a specific goal by its ID.

Create a goal for a user in your organization, including metrics sourced from the same person.

List data for one metric associated with the specified goal.

List aligned and dependent goals associated with the specified goal.

Retrieve a list of all goals.

Create a new goal in the system.

Retrieve a list of all metrics.

Insert data for a specific metric.

Add new data to an existing metric.

Retrieve a list of all metrics.

Add data to an existing metric.

Retrieve a list of all tags.

Add multiple tags to multiple metrics.

Delete given tag lists mapped to the metric.

Returns all key result tags in the system.

Returns the specified key result tag.

Returns all tags available in a specified group of tags.

Retrieve a list of all tags.

Attach tags to a specific metric.

Retrieve a list of action items.

Retrieve a list of action items.

Create a new action item.

Retrieve a list of all teams.

Add a new team to the system.

Retrieve a list of all teams.

Create a new team in the system.

Retrieve a list of all workstreams.

Create a new workstream in the system.

Retrieve a list of all workstreams.

Retrieve a list of data streams.

Request profile information for the authenticated user, including first name, last name, company, email address, and account creation date.

Create a new user in the organization with the user's profile attributes.

Update user's profile and timezone information.

Delete a user's account and remove them from the organization.

List details for goals belonging to the user.

List all the teams that the user manages, or of which they are a member.

Add, update and modify users in the existing organization.

Update a user's profile information.

Delete a user's account and remove them from the organization.

List details for goals belonging to the user.

Use this endpoint to retrieve a list of metrics associated with goals in WorkBoard.

Use this endpoint to create a new metric for a specified goal.

Use this endpoint to update an existing metric based on its ID.

Use this endpoint to delete a metric by its ID.

Returns all metrics that the authenticated user is responsible for updating.

Returns data for an individual metric.

Returns all key result tags mapped to the given metric in the system.

Returns all tags mapped to given metric list.

Returns all metrics mapped to the given tag_id.

Add multiple tags to the given metric.

Add multiple tags to the given metric.

Add multiple tags to the given metric.

Retrieve a list of all data streams.

Create a new data stream in the system.