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HTTP Request

Capsule and Workboard integration

Save yourself the work of writing custom integrations for Capsule and Workboard 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.

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How to connect Capsule and Workboard

  • 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.

Capsule and Workboard integration: Create a new workflow and add the first step

Step 2: Add and configure Capsule and Workboard nodes using the HTTP Request nodes

Add the HTTP Request nodes onto your workflow canvas. Set credentials for Capsule and Workboard as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to Capsule and Workboard to query the data you need. Configure nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Capsule and Workboard integration: Add and configure Capsule and Workboard nodes

Step 3: Connect Capsule and Workboard

A connection establishes a link between Capsule and Workboard (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.

Capsule and Workboard integration: Connect Capsule and Workboard

Step 4: Customize and extend your Capsule and Workboard 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 Capsule and Workboard with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Capsule and Workboard integration: Customize and extend your Capsule and Workboard integration

Step 5: Test and activate your Capsule and Workboard workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Capsule and Workboard 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.

Capsule and Workboard integration: Test and activate your Capsule and Workboard workflow

Build your own Capsule and Workboard integration

Create custom Capsule and Workboard 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!

View workflow
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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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here
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!

View workflow
Or explore 800+ other templates here

Supported API Endpoints for Workboard

To set up Workboard 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 Workboard to query the data you need using the API endpoint URLs you provide.

  • Users
  • Goals
  • Metrics
  • Tags
  • Action_items
  • Teams
  • Workstreams
  • Data_streams
  • User
  • Metric
  • Data streams
Get user profile
Retrieve the profile information of a user.
GET
/api/v1/users/profile
Create user
Add a new user to the system.
POST
/api/v1/users/create
Update user profile
Modify the profile information of an existing user.
PUT
/api/v1/users/update
Delete user
Remove a user from the system.
DELETE
/api/v1/users/delete
List users
Retrieve a list of users in WorkBoard.
GET
/wb/apis/user
Update user profile
Update the profile information of an existing user.
PUT
/api/v1/users/modify
Get user profile
Retrieve the profile of a user.
GET
/api/users/profile
Create user
Create a new user in the system.
POST
/api/users/create
Update user profile
Update the profile information of an existing user.
PUT
/api/users/update
Delete user
Remove a user from the system.
DELETE
/api/users/delete

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get all goals
Retrieve a list of all goals.
GET
/api/v1/goals
Create a goal
Add a new goal to the system.
POST
/api/v1/goals/create
Get goal
Retrieve the details of a specific goal by its ID.
GET
/goal/{goal_id}
Create goal
Create a goal for a user in your organization, including metrics sourced from the same person.
POST
/goal/
Get metric for goal
List data for one metric associated with the specified goal.
GET
/goal/{goal_id}/metric/{metric_id}
Get alignment for goal
List aligned and dependent goals associated with the specified goal.
GET
/goal/{goal_id}/alignment
Get all goals
Retrieve a list of all goals.
GET
/api/goals
Create a goal
Create a new goal in the system.
POST
/api/goals/create

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get all metrics
Retrieve a list of all metrics.
GET
/api/v1/metrics
Add metric data
Insert data for a specific metric.
POST
/api/v1/metrics/data
Add metric data
Add new data to an existing metric.
PUT
/api/v1/metrics/update
Get all metrics
Retrieve a list of all metrics.
GET
/api/metrics
Add metric data
Add data to an existing metric.
POST
/api/metrics/add

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get all tags
Retrieve a list of all tags.
GET
/api/v1/tags
Add tags to metrics
Add multiple tags to multiple metrics.
POST
/apis/metric/tags
Remove metric tags
Delete given tag lists mapped to the metric.
DELETE
/apis/metric/{metric_id}/tags
Get all tags
Returns all key result tags in the system.
GET
/apis/tags
Get one tag
Returns the specified key result tag.
GET
/apis/tags/{tag_id}
Get all tags for a group
Returns all tags available in a specified group of tags.
GET
/tags/?group_id={group_id}
Get all tags
Retrieve a list of all tags.
GET
/api/tags
Add tags to a single metric
Attach tags to a specific metric.
POST
/api/tags/addToMetric

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get action items
Retrieve a list of action items.
GET
/api/v1/action_items
Get action items
Retrieve a list of action items.
GET
/api/action_items
Create an action item
Create a new action item.
POST
/api/action_items/create

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get teams
Retrieve a list of all teams.
GET
/api/v1/teams
Create a team
Add a new team to the system.
POST
/api/v1/teams/create
Get teams
Retrieve a list of all teams.
GET
/api/teams
Create a team
Create a new team in the system.
POST
/api/teams/create

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get workstreams
Retrieve a list of all workstreams.
GET
/api/v1/workstreams
Create workstreams
Create a new workstream in the system.
POST
/api/v1/workstreams/create
Get workstreams
Retrieve a list of all workstreams.
GET
/api/workstreams

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get data streams
Retrieve a list of data streams.
GET
/api/v1/data_streams

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get user profile
Request profile information for the authenticated user, including first name, last name, company, email address, and account creation date.
GET
/user/{user_id}
Create a new user
Create a new user in the organization with the user's profile attributes.
POST
/user
Update user
Update user's profile and timezone information.
PUT
/wb/apis/user/?profile[title]=CMO&user_id={user_id}
Delete user
Delete a user's account and remove them from the organization.
PATCH
/wb/apis/user/?user_id={user_id}&action=disable
Get user goals
List details for goals belonging to the user.
GET
/wb/apis/user/goal
Get user teams
List all the teams that the user manages, or of which they are a member.
GET
/user/{user_id}/team/{team_id}
Bulk User Provisioning
Add, update and modify users in the existing organization.
PUT
/user/importOrg
Update user
Update a user's profile information.
PUT
/wb/apis/user/
Delete user
Delete a user's account and remove them from the organization.
PATCH
/wb/apis/user/{user_id}
Get user goals
List details for goals belonging to the user.
GET
/wb/apis/user/{user_id}/goal/{goal_id}

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
List metrics
Use this endpoint to retrieve a list of metrics associated with goals in WorkBoard.
GET
/wb/apis/metric/list
Create metric
Use this endpoint to create a new metric for a specified goal.
POST
/wb/apis/metric/create
Update metric
Use this endpoint to update an existing metric based on its ID.
PUT
/wb/apis/metric/update
Delete metric
Use this endpoint to delete a metric by its ID.
DELETE
/wb/apis/metric/delete
List metrics
Returns all metrics that the authenticated user is responsible for updating.
GET
/metric/
Get one metric
Returns data for an individual metric.
GET
/metric/{metric_id}
Get tags for metric
Returns all key result tags mapped to the given metric in the system.
GET
/apis/metric/{metric_id}/tags
Get list of metrics' tags
Returns all tags mapped to given metric list.
GET
/apis/metric/krtags?metric_ids=metric_id1,metric_id2
Get metrics for tag
Returns all metrics mapped to the given tag_id.
GET
/apis/metric/tags?tag_id={tag_id}
Add tags to metric
Add multiple tags to the given metric.
PUT
apis/metric/{metric_id}/tags
Add tags to a single metric
Add multiple tags to the given metric.
PUT
/apis/metric/{metric_id}/tags
Add tags to a single metric
Add multiple tags to the given metric.
PUT
PUT apis/metric/{metric_id}/tags

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
Get data streams
Retrieve a list of all data streams.
GET
/api/v1/datastreams
Create data streams
Create a new data stream in the system.
POST
/api/v1/datastreams/create

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here

Capsule and Workboard integration details

integrationCapsule node
HTTP Request
Capsule

Capsule is a Customer Relationship Management Tool (CRM) that empowers you to independently or collaboratively build valuable connections with your contacts.

integrationWorkboard node
HTTP Request
Workboard

Workboard is a software tool designed to help teams manage and prioritize their work efficiently. It provides a centralized platform for task tracking, performance measurement, and goal setting. Workboard streamlines communication and collaboration, enabling teams to stay organized and achieve their objectives effectively.

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 more

FAQs

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  • How to get started with Capsule and Workboard integration in n8n.io?

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