Capsule and Zoho CRM integration
Save yourself the work of writing custom integrations for Capsule and Zoho CRM and use n8n instead. Build adaptable and scalable Sales, workflows that work with your technology stack. All within a building experience you will love.
How to connect Capsule and Zoho CRM
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.
Build your own Capsule and Zoho CRM integration
Create custom Capsule and Zoho CRM 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
List parties
Retrieve a list of all parties.
Show party
Retrieve details for a specific party.
Create party
Create a new party.
Update party
Update an existing party's information.
Delete party
Delete a specific party.
Create party
Create a new organisation record.
Update party
Update an existing organisation record.
List opportunities
Retrieve a list of all opportunities.
Create opportunity
Create a new opportunity.
List projects
Retrieve a list of all projects.
Update project
Update the details of an existing project.
Delete project
Remove a project from the system.
List tasks
Retrieve a list of all tasks.
Create task
Add a new task to the system.
List entries
Retrieve a list of all entries.
Create entry
Add a new entry to the system.
List pipelines
Retrieve a list of all pipelines.
Show pipeline
Retrieve details of a specific pipeline.
Create pipeline
Create a new pipeline.
Update pipeline
Update an existing pipeline.
List milestones
Retrieve a list of all milestones.
Create milestone
Create a new milestone.
List lost reasons
Retrieve a list of all lost reasons.
List boards
Retrieve a list of all boards.
List stages
Retrieve a list of all stages.
List stages
Retrieve a list of stages associated with a board.
Show stage
Retrieve details about a specific stage.
Create stage
Create a new stage in the system.
Update stage
Update an existing stage.
Delete stage
Remove a stage from the system.
List track definitions
Retrieve a list of all track definitions.
List custom titles
Retrieve a list of all custom titles.
Update opportunity
Updates an existing opportunity.
Delete opportunity
Deletes an existing opportunity.
List deleted opportunities
Lists all previously deleted opportunities.
Search opportunities
Searches for opportunities based on specified criteria.
Create project
Creates a new project.
Create track
Creates a new track.
List users
Retrieves a list of all users.
Show current user
Displays the current user's information.
Update user
Update an existing user.
Create tag definition
Creates a new tag definition.
List tag definitions
Get a list of tag definitions.
List custom fields
Retrieves a list of all custom fields.
Create custom field
Create a new custom field.
Create lost reason
Creates a new reason for a lost opportunity.
List countries
Collection of country names available in Capsule; useful for populating the country field of the party's address.
List currencies
Collection of ISO currency code options available in Capsule; useful for populating and displaying the opportunities' value.
Delete milestone
Delete a specific milestone.
Create board
Create a new board.
List activity types
Retrieve a list of activity types.
List REST hooks
Retrieve a list of all REST hooks.
Show REST hook
Retrieve details about a specific REST hook.
Subscribe REST hook
Subscribe to a new REST hook in the system.
Unsubscribe REST hook
Unsubscribe from a specific REST hook.
Show track definition
Retrieve details about a specific track definition.
Create track definition
Create a new track definition in the system.
Update track definition
Update an existing track definition.
Delete track definition
Remove a track definition from the system.
List track definitions
List track definitions with the option to filter for track definitions for projects or opportunities.
List task categories
Retrieve a list of all task categories.
List custom titles
List custom titles for this Capsule account.
Delete custom title
Delete a custom title from Capsule.
Create activity type
Creates a new activity type.
List teams
List all teams.
Show task category
Retrieve details of a specific task category.
Create task category
Create a new task category.
Update task category
Update an existing task category.
Delete task category
Delete an existing task category.
Get track definition
Show a specific track definition.
Create track definition
Create a track definition.
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.
See the example hereThese 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!
Zoho CRM supported actions
Create
Create an account
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Update
Update an account
Create
Create a contact
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create a deal
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create an invoice
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an invoice
Get
Get an invoice
Get Many
Get many invoices
Update
Update an invoice
Create
Create a lead
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Fields
Get lead fields
Get Many
Get many leads
Update
Update a lead
Create
Create a product
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a product
Get
Get a product
Get Many
Get many products
Update
Update a product
Create
Create a purchase order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a purchase order
Get
Get a purchase order
Get Many
Get many purchase orders
Update
Update a purchase order
Create
Create a quote
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a quote
Get
Get a quote
Get Many
Get many quotes
Update
Update a quote
Create
Create a sales order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a sales order
Get
Get a sales order
Get Many
Get many sales orders
Update
Update a sales order
Create
Create a vendor
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a vendor
Get
Get a vendor
Get Many
Get many vendors
Update
Update a vendor
Capsule and Zoho CRM integration details
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FAQ
Can Capsule connect with Zoho CRM?
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