Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently. On Nagent, Capsule CRM is exposed as a fully-configurable crm integration that any agent can call — 109 actions, and OAUTH2, API_KEY authentication. No code is required to wire Capsule CRM into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Capsule CRM to automate the kinds of tasks crm teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Capsule CRM into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Capsule CRM, with input parameters and output schema. Drop these into any step of an agent built in Helix.
CAPSULE_CRM_ADD_PROJECT_PARTYTool to add a party (person or organisation) to a project in Capsule CRM. Use when you need to associate an additional contact with a specific project beyond the primary assigned party.
Input parameters
The unique identifier (integer ID) of the person or organisation to add to the project.
The unique identifier (integer ID) of the project to add the party to.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_CATEGORYTool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.
Input parameters
The name of the category
The color of the category in hex format (e.g., #EF4444, #d1c21a, #444444). Must include the # prefix.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_CUSTOM_FIELD_DEFINITIONTool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.
Input parameters
Reference to a data tag for grouping custom fields.
The label/name for this custom field that will be displayed in the UI.
Data type of the custom field. Determines how values are stored and displayed.
Entity type to create the custom field for. Use 'parties' for contacts, 'opportunities' for sales opportunities, or 'kases' for projects/cases.
List of valid values for 'list' or 'multiselectlist' field types. Required for those types, ignored for others.
Marks whether the field should be highlighted as critical or important in the UI.
Restricts applicability of party custom fields to person or organisation.
Extended explanation of the field's purpose or usage instructions.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_ENTRYTool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, opportunity, or project.
Input parameters
Project (kase) to link the entry to. Exactly one of party, opportunity, or kase must be provided.
Type of entry. Only 'note' is supported for creation via API. Emails and tasks can be viewed but not created through this endpoint.
Party (person or organisation) to link the entry to. Exactly one of party, opportunity, or kase must be provided.
Text content of the entry.
Timestamp for the entry in ISO8601 format. Defaults to current time if not provided.
Array of attachment references with tokens from the Upload Attachment endpoint.
Opportunity to link the entry to. Exactly one of party, opportunity, or kase must be provided.
Activity type ID. Common values: -1 for Note, -4 for Task completed.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_LOST_REASONTool to create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conversion rate calculations.
Input parameters
The name of the lost reason. This will appear in dropdown lists when marking opportunities as lost.
Whether to include this lost reason in conversion rate calculations. Set to true to include, false to exclude. If omitted, defaults to the system setting.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_MILESTONETool to create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.
Input parameters
Milestone identifier name. This is the stage name that will be displayed in the sales pipeline.
Detailed explanation of the milestone. Provides additional context about what this stage represents.
Win probability percentage (0-100). Indicates the likelihood of closing deals at this stage. Required field. Note: Must be exactly 0 or 100 if the milestone represents a complete/closed stage.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_OPPORTUNITYTool to create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.
Input parameters
The name/title of the opportunity. Required.
Tags to associate with the opportunity. Optional.
Party (person or organisation) associated with this opportunity. Required.
Value of the opportunity.
Custom field values for the opportunity. Optional.
List of tracks to associate with the opportunity. Optional.
Duration value (used with durationBasis). Optional.
Milestone in the sales pipeline. Required by API validation.
Description of the opportunity. Optional.
Probability percentage (0-100) of closing the deal. Optional.
Duration basis for the opportunity (e.g., 'DAY', 'WEEK', 'MONTH', 'YEAR'). Optional.
Expected close date in ISO date format (YYYY-MM-DD). Optional.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_OPPORTUNITY_PARTYTool to add a party (person or organisation) to an opportunity in Capsule CRM. Use when you need to associate an additional party with an existing opportunity.
Input parameters
The unique identifier (integer ID) of the party (person or organisation) to add to the opportunity.
The unique identifier (integer ID) of the opportunity to add the party to.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_PARTYTool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.
Input parameters
Name for organisation when `type='organisation'`.
List of tags to apply to the party.
Assign team ID or clear by setting `null`.
Set to 'person' or 'organisation'.
Free-text description.
Assign owner user ID or clear by setting `null`.
Person title, e.g. 'Mr' or 'Ms'.
List of custom fields for the party.
Job title for the person.
Required when `type='person'`.
List of website URLs for the party.
List of postal addresses for the party.
Required when `type='person'`.
Link a person to an organisation by ID or name.
List of phone numbers for the party.
List of email addresses for the party.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_PROJECTTool to create a new project (case) in Capsule CRM. Use when you need to create a project associated with a party (person or organisation) to track work or engagements.
Input parameters
Name of the project. Required.
Party (person or organisation) to associate with the project. Required.
ID of the project stage. Optional.
Custom field values for the project. Optional.
Project status. Common values: 'OPEN', 'CLOSED'. Required.
List of tracks to associate with the project. Optional.
Description of the project. Optional.
Reference to an existing opportunity.
Expected close date in ISO date format (YYYY-MM-DD). Optional.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_STAGETool to create a new stage in a board in Capsule CRM. Use when you need to add a new workflow stage to an existing board with a specific display order.
Input parameters
The name of the stage. This identifies the stage within the board.
The board ID to which this stage belongs. Must be a valid existing board ID.
A description of what the stage represents. Provides context for the stage's purpose.
The position of the stage in the board workflow. Lower numbers appear first.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_TASKTool to create a new task in Capsule CRM. Use when you need to add a task with a description and due date, optionally linking it to parties, opportunities, or projects.
Input parameters
Project (case) to associate with the task. Only one of party, opportunity, or kase can be set.
Due date in YYYY-MM-DD format (required)
User to assign as task owner (specify by ID)
Party (contact/organization) to associate with the task. Only one of party, opportunity, or kase can be set.
Additional details about the task
Set up recurring task with interval and frequency
Due time in HH:MM:SS format (e.g., '14:30:00')
Task category to assign (specify by ID)
Short description of the task (required)
Opportunity to associate with the task. Only one of party, opportunity, or kase can be set.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_TITLETool to create a new custom person title in Capsule CRM. Use when you need to add a new title option (e.g., 'Madam', 'Sir', 'Dr') for person records.
Input parameters
Container object for the title data
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_TRACKTool to create a new track in Capsule CRM by applying a track definition to a project or opportunity. Use when you need to apply a predefined sequence of tasks to a specific entity.
Input parameters
The project (kase) ID to apply the track to. Either kase or opportunity must be provided, not both.
The track definition ID to apply. Required.
Custom description for this track instance. Optional.
The opportunity ID to apply the track to. Either kase or opportunity must be provided, not both.
The date to associate with the track, used to calculate task due dates. Format: YYYY-MM-DD. Required.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_CREATE_TRACK_DEFINITIONTool to create a new track definition in Capsule CRM. Use when you need to define a reusable sequence of tasks for business processes that can be applied to opportunities or projects.
Input parameters
Comma-separated tags that will be automatically applied when the track is activated.
Determines the reference point for task timing. Currently only START_DATE is supported.
Specifies where the track can be applied. OPPORTUNITY: track is available for opportunities. KASE: track is available for projects.
Name/title of the track definition. This identifies the track template.
Collection of task definition templates. These define the tasks that will be created when the track is applied to an opportunity or project.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_BOARDTool to delete (archive) a specific board in Capsule CRM. Use when you need to remove a board that is no longer needed.
Input parameters
The unique identifier (integer ID) of the board to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_CATEGORYTool to delete a category from Capsule CRM. Use when you need to remove a category that is no longer needed.
Input parameters
The unique identifier of the category to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_CUSTOM_FIELD_DEFINITIONTool to delete a custom field definition from an entity type in Capsule CRM. This removes the field value from any parties, opportunities, or projects it was assigned to. Use when you need to permanently remove a custom field definition.
Input parameters
The entity type to delete the custom field definition from. Must be one of: parties, opportunities, or kases.
The unique identifier (integer ID) of the custom field definition to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_ENTITY_TAGTool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to remove a specific tag from all entities of a given type.
Input parameters
The entity type to delete the tag from. Must be one of: 'parties', 'opportunities', or 'kases'.
The unique numeric identifier of the tag to delete from the entity type.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_ENTRYTool to delete an entry (note, email, or task) from Capsule CRM. Use when you need to remove an entry by its ID.
Input parameters
The unique ID of the entry to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_LOST_REASONTool to delete a lost reason from Capsule CRM. The deleted reason remains available for historical reporting but cannot be assigned to new opportunities.
Input parameters
The unique identifier (integer ID) of the lost reason to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_MILESTONETool to delete a specific milestone from Capsule CRM. Use when you need to remove a milestone that is no longer needed. Note: Cannot delete a milestone while it is being used on an opportunity.
Input parameters
The unique identifier (integer ID) of the milestone to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_OPPORTUNITYTool to delete an opportunity from Capsule CRM. The opportunity can be restored within 30 days via the web interface. Use when you need to remove an opportunity.
Input parameters
The unique identifier (integer ID) of the opportunity to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_OPPORTUNITY_PARTYTool to remove a party (person or organisation) from an opportunity in Capsule CRM. Use when you need to disassociate a contact from a specific opportunity.
Input parameters
The unique identifier (integer ID) of the person or organisation to remove from the opportunity.
The unique identifier (integer ID) of the opportunity from which to remove the party.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_PARTYTool to fully delete a specific party (person or organisation) from Capsule CRM. Use when you need to completely remove a party after confirming no active references remain.
Input parameters
The unique identifier (integer ID) of the party (person or organisation) to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_PROJECTTool to delete a project (case) from Capsule CRM. The project can be restored within 30 days via the web interface. Use when you need to remove a project.
Input parameters
The unique identifier (integer ID) of the project to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_PROJECT_PARTYTool to remove a party (person or organisation) from a project in Capsule CRM. Use when you need to disassociate a contact from a specific project.
Input parameters
The unique identifier (integer ID) of the person or organisation to remove from the project.
The unique identifier (integer ID) of the project from which to remove the party.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_STAGETool to delete a specific stage from a board in Capsule CRM. Use when you need to remove a stage that is no longer needed. Note: Cannot delete a stage while it is being used by open projects.
Input parameters
The unique identifier (integer ID) of the stage to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_TASKTool to delete a specific task from Capsule CRM. Use when you need to remove a task by its ID.
Input parameters
The unique identifier (integer ID) of the task to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_TITLETool to delete a specific title from Capsule CRM. Use when you need to remove a title that is no longer needed.
Input parameters
The unique identifier (integer ID) of the title to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_TRACKTool to delete a specific track from Capsule CRM. Use when you need to remove a track that is no longer needed.
Input parameters
The unique identifier (integer ID) of the track to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_DELETE_TRACK_DEFINITIONTool to delete a specific track definition from Capsule CRM. Use when you need to remove a track definition that is no longer needed.
Input parameters
The unique identifier (integer ID) of the track definition to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_ACTIVITY_TYPETool to get a specific activity type by ID. Use when you need to retrieve details about a particular activity type including its name, icon, and whether it updates the last contacted date.
Input parameters
The unique ID of the activity type to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_ATTACHMENTTool to retrieve a specific attachment by ID from Capsule CRM. Returns the file content along with metadata (filename, content type). Use when you need to download an attachment that is associated with an entry (note, email, or completed task).
Input parameters
The unique identifier of the attachment to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_BOARDTool to get a specific board by ID from Capsule CRM. Use when you need to retrieve details of a particular board including its name, description, and timestamps.
Input parameters
The unique identifier of the board to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_CATEGORYTool to get a specific category by ID. Use when you need to retrieve details of a particular category including its name and colour.
Input parameters
The unique identifier of the category to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_CURRENT_USERTool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Use when you need to identify the current user or access their preferences and settings.
Input parameters
List of additional data to embed. Use \['party'\] to include full party details (addresses, phone numbers, email addresses, etc.). Without this parameter, only basic party info is returned.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_CUSTOM_FIELD_DEFINITIONTool to get a specific custom field definition by ID from Capsule CRM. Use when you need to retrieve details about a custom field including its type, options, and configuration.
Input parameters
Entity type - must be 'parties', 'opportunities', or 'kases'.
The unique identifier of the custom field definition.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_ENTITY_TAGTool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need details about a specific tag associated with an entity type.
Input parameters
The entity type to retrieve the tag from. Must be one of: 'parties', 'opportunities', or 'kases'.
The unique numeric identifier of the tag to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_ENTRYTool to retrieve a specific entry by ID. Use when you need to fetch details of a note, email, or task entry.
Input parameters
The unique ID of the entry to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_LOST_REASONTool to retrieve a specific lost reason by ID from Capsule CRM. Use when you need details about a particular lost reason, such as its name or conversion tracking status.
Input parameters
Numeric identifier for the specific lost reason to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_MILESTONETool to get a specific milestone by ID from Capsule CRM. Use when you need to retrieve details of a particular milestone including its name, description, completion status, and probability.
Input parameters
The unique identifier of the milestone to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_OPPORTUNITYTool to retrieve a specific opportunity by its ID from Capsule CRM. Use when you need detailed information about a single opportunity including value, milestone, and associated parties.
Input parameters
The unique ID of the opportunity to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_PIPELINETool to get a specific pipeline by ID from Capsule CRM. Use when you need to retrieve details of a particular pipeline including its name, description, and timestamps.
Input parameters
The unique identifier of the pipeline to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_PROJECTTool to retrieve a specific project (case) by its ID from Capsule CRM. Use when you need detailed information about a single project.
Input parameters
The unique ID of the project to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_STAGETool to get a specific stage by ID from Capsule CRM. Use when you need to retrieve details of a particular stage including its name, description, board, and display order.
Input parameters
The unique identifier of the stage to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_TASKTool to get a specific task by ID. Use when you need to retrieve full details of a task including description, due date, status, and associations.
Input parameters
The unique ID of the task to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_TRACKTool to get a specific track by ID. Use when you need to retrieve details of a track including its description, date, direction, and optionally its associated tasks.
Input parameters
Array of strings to include related data. Allowed value: 'task' to include tasks associated with the track.
The unique identifier of the track to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_TRACK_DEFINITIONTool to get a specific track definition by ID from Capsule CRM. Use when you need to retrieve details of a track definition including its description, capture rule, direction, and associated task definitions.
Input parameters
The unique identifier of the track definition to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_GET_USERTool to get a specific user by ID. Use when you need to retrieve full details of a user including username, email preferences, timezone settings, and optionally their associated party information.
Input parameters
List of additional data to embed. Use \['party'\] to include full party details (createdAt, updatedAt, owner, team, addresses, phoneNumbers, emailAddresses, websites). Without this parameter, only basic party info (id, type, name, pictureURL) is returned.
The unique ID of the user to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_ACTIVITY_TYPE_ICONSTool to list available activity type icons in Capsule CRM. Use when you need to retrieve the set of icons available for categorizing activities or when creating/updating activity types. Returns system and custom icons with their identifiers, display names, and order.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_ACTIVITY_TYPESTool to list all activity types on the Capsule account. Use when you need to retrieve available activity types for categorizing activities or understanding what activity classifications are available in the CRM.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_BOARDSTool to list all boards on the Capsule CRM account. Use when you need to fetch all boards to view their names, descriptions, and metadata.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_BOARD_STAGESTool to list stages associated with a board in Capsule CRM. Use when you need to retrieve all stages for a specific board with optional status filtering.
Input parameters
Pagination control. Starts at 1. Default: 1.
Status filter for stages.
The unique identifier of the board.
Results per page (1-100 range). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_CATEGORIESTool to list all task categories on the Capsule account. Use when you need to retrieve available categories for tasks or filter tasks by category.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_COUNTRIESTool to list all countries on the Capsule CRM account. Returns ISO country codes (alpha2, alpha3, numeric) and country names. Use when you need to reference valid country codes for addresses or other location-based data.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_CURRENCIESTool to list all available currencies on the Capsule account. Returns ISO 4217 currency codes with their symbols and names. Use when you need to display currency options or validate currency codes for opportunities.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_CUSTOM_FIELD_DEFINITIONSTool to list all custom field definitions for parties, opportunities, or projects (kases). Use when you need to discover what custom fields are available for a specific entity type.
Input parameters
Entity type to retrieve field definitions for. Must be 'parties', 'opportunities', or 'kases' (projects).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_DELETED_OPPORTUNITIESTool to list opportunities deleted or restricted since a given date. Use when you need to identify recently deleted or restricted opportunities.
Input parameters
ISO8601 date/time. Returns only opportunities that have been deleted or made restricted after this date. This parameter is required.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_DELETED_PARTIESTool to retrieve parties deleted since a given date. Use when you need to sync deletions.
Input parameters
The since date is required to return only entities that have been deleted after this date. Must be in ISO8601 format.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_DELETED_PROJECTSTool to list projects deleted or restricted since a given date. Use when you need to identify recently deleted or restricted projects.
Input parameters
ISO8601 date/time. Returns only projects that have been deleted or made restricted after this date. This parameter is required.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_ENTITY_ENTRIESTool to list entries (notes, emails, tasks) for a specific party, opportunity, or project. Use when you need to retrieve all activity entries associated with an entity.
Input parameters
Page number for pagination. Default: 1
List of additional data to embed in the response. Allowed values: 'party' (linked party), 'kase' (linked project), 'opportunity' (linked opportunity), 'creator' (user who created entry), 'activityType' (activity classification).
Entity type to list entries for: 'parties' (contacts), 'opportunities' (deals), or 'kases' (projects)
Number of entries to return per page (1-50). Default: 50
ID of the party, opportunity, or project to list entries for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_ENTITY_TAGSTool to list all tag definitions for a specific entity type (parties, opportunities, or kases). Use when you need to retrieve available tags that can be applied to entities.
Input parameters
Entity type to list tags for. Must be one of: 'parties' (contacts), 'opportunities' (sales opportunities), or 'kases' (projects).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_ENTITY_TRACKSTool to list tracks applied to a specific opportunity or project. Use when you need to retrieve all tracks associated with an entity, optionally including their tasks.
Input parameters
The page of results to return. Default: 1.
Array of strings to include related data. Allowed value: 'task' to include tasks associated with the track.
Entity type - must be 'opportunities' or 'kases' (projects)
Number of results per page (1-100). Default: 50.
The unique identifier for the specific opportunity or project
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_ENTRIES_BY_DATETool to list notes, emails, and completed party tasks in descending order by entry date. Use when you need the most recent entries first after authenticating.
Input parameters
The page of results to return. Default: 1
List of additional data to embed in the response. Allowed values: 'party' (linked party), 'kase' (linked project), 'opportunity' (linked opportunity), 'creator' (user who created entry), 'activityType' (activity classification).
The number of entries to return per page (1-100). Default: 50
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_GOALSTool to list all goals on the Capsule account. Use when you need to retrieve goals with pagination support.
Input parameters
The page of results to return. Default: 1.
Number of goals per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_LOST_REASONSTool to list all lost reasons on the Capsule account. Use when you need to retrieve available reasons for marking opportunities as lost.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_MILESTONESTool to list all milestones on the Capsule account. Use when you need to retrieve available milestones for pipelines or opportunities.
Input parameters
The page of results to return. Default: 1.
Number of milestones per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_OPPORTUNITIESTool to list all opportunities from Capsule CRM with pagination and filtering. Use when you need to retrieve sales opportunities with optional filters for date changes or embed additional data like tags, custom fields, party details, or milestones.
Input parameters
The page of results to return (starts at 1). Default: 1.
List of additional data to embed. Allowed values: 'tags', 'fields', 'party', 'milestone', 'missingImportantFields'.
Include only opportunities changed after this date (ISO8601 format, e.g., '2024-01-01T00:00:00Z').
Number of opportunities per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_OPPORTUNITY_PARTIESTool to list additional parties associated with an opportunity in Capsule CRM. Use when you need to retrieve contacts related to a specific opportunity.
Input parameters
Page number of results to return (>=1). Default: 1.
List of additional data to embed. Allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'.
Number of parties per page (1-100). Default: 50.
The unique identifier of the opportunity to list parties for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_OPPORTUNITY_PROJECTSTool to list projects (cases) associated with a specific opportunity in Capsule CRM. Use when you need to retrieve all projects linked to an opportunity.
Input parameters
The page of results to return (starts at 1). Default: 1.
Comma-separated list of additional data to embed. Options: 'tags', 'fields', 'party', 'opportunity', 'missingImportantFields'.
Number of projects per page (1-100). Default: 50.
The unique identifier of the opportunity to retrieve projects for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_ORG_EMPLOYEESTool to list employees linked to a specific organisation (party). Use when you need to retrieve all employees under a given organisation.
Input parameters
Page number of results to return, must be at least 1
List of additional data to include; allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'
Number of results per page, must be between 1 and 100
ID of the organisation (party) to list employees for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_PARTIESTool to list all parties (contacts) on the account. Use when you need to fetch contacts with optional filters or embed additional related data.
Input parameters
Page number of results to return (>=1). Default: 1.
Comma-separated list of additional data to embed. Allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'.
Include only parties changed after this date (ISO8601 format).
Number of parties per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_PARTY_OPPORTUNITIESTool to list all opportunities associated with a specific party in Capsule CRM. Use when you need to view all sales opportunities for a particular contact or organisation.
Input parameters
The page of results to return (starts at 1). Default: 1.
The ID of the party to list opportunities for. Required.
Number of opportunities per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_PARTY_PROJECTSTool to list projects associated with a specific party in Capsule CRM. Use when you need to retrieve all projects linked to a contact or organisation.
Input parameters
The page of results to return (starts at 1). Default: 1.
Comma-separated list of additional data to embed. Options: 'tags', 'fields', 'party', 'opportunity', 'missingImportantFields'.
The unique identifier of the party to retrieve projects for.
Number of projects per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_PIPELINE_MILESTONESTool to list milestones associated with a specific pipeline in Capsule CRM. Use when you need to retrieve all milestones for a pipeline to view their names, completion status, and probability.
Input parameters
The page of results to return. Default: 1.
Number of milestones per page (1-100). Default: 50.
The unique identifier of the pipeline.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_PIPELINESTool to list all sales pipelines on the Capsule account. Pipelines contain milestones that track opportunity progress. Use when you need to retrieve available pipelines for opportunity management or to reference pipeline IDs.
Input parameters
The page of results to return. Default: 1.
Number of pipelines per page (1-100). Default: 50.
Include archived/deleted pipelines in results. Default: false.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_PROJECT_PARTIESTool to list parties associated with a specific project in Capsule CRM. Use when you need to retrieve all contacts linked to a project with optional filters and embedded data.
Input parameters
The page of results to return (starts at 1). Default: 1.
Request additional data to embed. Allowed values: 'tags', 'fields', 'organisation', 'missingImportantFields'.
Number of parties per page (1-100). Default: 50.
The unique identifier of the project to retrieve parties for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_PROJECTSList projects (cases) from Capsule CRM with pagination and filtering options. Projects (called 'kases' in the API) are used to track work or engagements related to parties. Supports filtering by status, search terms, date modified, and embedding additional data like tags, custom fields, party details, and opportunities.
Input parameters
The page of results to return (starts at 1). Default: 1.
Comma-separated list of additional data to embed. Options: 'tags', 'fields', 'party', 'opportunity', 'missingImportantFields'.
ISO8601 date/datetime to filter projects modified after this date (e.g., '2024-01-01T00:00:00Z').
Search term to filter project names or descriptions.
Filter by project status (e.g., 'OPEN', 'CLOSED').
Number of projects per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_REST_HOOKSTool to list all REST hook subscriptions on the Capsule CRM account. REST hooks are webhook subscriptions that notify your application of events like party/opportunity/project created/updated/deleted. Use when you need to view existing webhook configurations or audit active subscriptions.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_SITETool to retrieve site (account) information for the authenticated Capsule CRM account. Returns the site URL, subdomain, and organization name. Use this when you need to identify which Capsule account is being accessed or retrieve basic account details.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_STAGESTool to list all stages on the Capsule CRM account. Use when you need to retrieve stages across all boards with optional status filtering and pagination.
Input parameters
Specifies which results page to retrieve. Default: 1.
Status filter for stages.
Sets the number of results per page (1-100 range). Default: 50.
When true, returns stages residing on archived boards. Default is false.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_TASKSTool to list tasks on the Capsule account. Use when you need to retrieve tasks with filters or embedded related data.
Input parameters
The page of results to return. Default: 1.
Comma-separated list of additional data to embed. Allowed values: 'party', 'opportunity', 'kase', 'owner', 'nextTask'. WARNING: Embedding 'owner' or 'party' returns full nested objects with 15+ fields each, significantly increasing response size. For simple filtering by owner name, consider using the API without embed and filtering results client-side.
Comma-separated list of task statuses to filter by. Allowed values: 'open', 'completed', 'pending'.
Number of tasks per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_TEAMSTool to list all teams on the Capsule CRM account. Returns team details including id, name, createdAt, and updatedAt timestamps. Optionally embed team membership information using the embed parameter.
Input parameters
Additional data to include in the response. Use 'memberships' to include team members information.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_TITLESTool to list all custom person titles on the Capsule account. Returns title IDs and text values. Use when you need to retrieve available title options for person records or reference title IDs for other operations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_TRACK_DEFINITIONSTool to list all track definitions on the Capsule account. Use when you need to retrieve track templates that define sequences of tasks for opportunities or projects.
Input parameters
The page of results to return. Default: 1.
Number of track definitions per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_LIST_USERSList all users on the Capsule CRM account. Returns user details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Optionally embed full party details (addresses, phone numbers, emails) using the embed parameter. Use this for user management, auditing, or when you need to reference user IDs for other operations.
Input parameters
List of additional data to embed. Use \['party'\] to include full party details (createdAt, updatedAt, owner, team, addresses, phoneNumbers, emailAddresses, websites). Without this parameter, only basic party info (id, type, name, pictureURL) is returned.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_RESTORE_BOARDTool to restore a deleted board in Capsule CRM. Use when you need to recover a previously deleted board. Requires Administrator role.
Input parameters
The unique identifier (integer ID) of the board to restore.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_RUN_FILTER_QUERYTool to run structured filter queries on parties, opportunities or kases. Use when you need to retrieve entities matching specific filter conditions.
Input parameters
Page of results to return. Default is 1.
Additional data to include, comma-separated list. Supported values vary by entity.
Entity type to filter: parties, opportunities, or kases (projects).
Filter object containing conditions and optional sort order.
Number of entities per page (1-100). Default is 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_SEARCH_OPPORTUNITIESTool to search for opportunities in Capsule CRM by query string. Use when you need to find specific opportunities by searching their names or descriptions.
Input parameters
The search query string to match against opportunity names and descriptions.
The page of results to return (starts at 1). Default: 1.
Number of opportunities per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_SEARCH_PARTIESTool to search for parties (contacts/organisations) in Capsule CRM by query string. Use when you need to find specific parties by searching their names, contact info, or tags.
Input parameters
The search query string to match against party names, contact info, and tags.
The page of results to return (starts at 1). Default: 1.
Number of parties per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_SEARCH_PROJECTSTool to search for projects (cases) in Capsule CRM by query string. Use when you need to find specific projects by searching their names or descriptions.
Input parameters
The search query string to match against project names and descriptions.
The page of results to return (starts at 1). Default: 1.
Number of projects per page (1-100). Default: 50.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_BOARDTool to update an existing board in Capsule CRM. Use when you need to modify the name or description of a board. Requires Administrator role on the Capsule account.
Input parameters
Board object containing fields to update
The ID of the board to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_CATEGORYTool to update an existing category in Capsule CRM. Use when you need to modify the name or color of a category.
Input parameters
Category object with fields to update (name and/or colour)
The ID of the category to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_CUSTOM_FIELD_DEFINITIONTool to update an existing custom field definition in Capsule CRM. Use when you need to modify the name or data tag association of a custom field for parties, opportunities, or projects.
Input parameters
The entity type to update the custom field definition for. Must be one of: parties, opportunities, or kases.
The unique identifier (integer ID) of the custom field definition to update.
Field definition object containing the updated name and optionally a data tag
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_ENTITY_TAGTool to update an existing tag for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to modify the name of a tag.
Input parameters
Tag object with fields to update (name)
The entity type to update the tag for. Must be one of: 'parties', 'opportunities', or 'kases'.
The unique numeric identifier of the tag to update.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_ENTRYTool to update an existing entry (note, email, or task) in Capsule CRM. Use when you need to modify the content of an entry or manage its attachments.
Input parameters
The unique ID of the entry to update
Fields to update on the entry object
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_LOST_REASONTool to update an existing lost reason in Capsule CRM. Use when you need to modify the name or conversion tracking setting of a lost reason after confirming its ID.
Input parameters
Lost reason object containing name and includedForConversion fields
The ID of the lost reason to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_MILESTONETool to update an existing milestone in Capsule CRM. Use when you need to modify the name, description, or probability of a milestone stage in the sales pipeline.
Input parameters
Milestone object containing fields to update
The unique identifier of the milestone to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_OPPORTUNITYTool to update an existing opportunity in Capsule CRM. Use when you need to modify details such as name, value, milestone, probability, or custom fields after confirming the opportunity ID.
Input parameters
Fields to update on the opportunity object
Unique ID of the opportunity to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_PARTYTool to update an existing person or organisation (Party) in Capsule CRM. Use when you need to modify specific fields of a party after confirming its ID. Example: "Update party 11587 to remove phone number 12136 and add a new work email."
Input parameters
Additional data to embed in response: tags, fields, organisation, or missingImportantFields
Fields to update on the party object
Unique ID of the party to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_PIPELINETool to update an existing pipeline in Capsule CRM. Use when you need to modify the name or description of a pipeline.
Input parameters
Pipeline object containing fields to update. Only included fields are modified.
The unique identifier of the pipeline to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_PROJECTTool to update an existing project (case) in Capsule CRM. Use when you need to modify project details such as name, description, status, or custom fields after confirming the project ID.
Input parameters
Fields to update on the project object
Comma-separated list of additional data to embed. Options: 'tags', 'fields', 'party', 'opportunity', 'missingImportantFields'.
Unique ID of the project to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_STAGETool to update an existing stage in Capsule CRM. Use when you need to modify the name, description, or display order of a stage within a board. Requires Administrator role on the Capsule account.
Input parameters
Stage object containing updatable fields
The identifier of the stage to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_TASKTool to update an existing task in Capsule CRM. Use when you need to modify task details, change status to completed, or update due dates.
Input parameters
Fields to update on the task object
The unique ID of the task to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_TRACKTool to update an existing track in Capsule CRM. Use when you need to modify the description or trackDateOn of a track instance. Only description and trackDateOn can be modified.
Input parameters
Additional data to embed in response. Use 'task' to include tasks on the track.
Track object containing fields to update
The unique identifier of the track to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_TRACK_DEFINITIONTool to update an existing track definition in Capsule CRM. Use when you need to modify the description or manage task definitions within a track.
Input parameters
Track definition object with fields to update (description and/or taskDefinitions)
The ID of the track definition to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPDATE_USERTool to update an existing user in Capsule CRM. Use when you need to modify user preferences such as task reminders, locale, currency, timezone, or email settings.
Input parameters
User fields to update
Comma-separated values to include additional data. Supported value: 'party' to include full party details
The unique ID of the user to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
CAPSULE_CRM_UPLOAD_ATTACHMENTTool to upload an attachment to Capsule CRM. Returns a token that can be used to associate the attachment with entries when creating or updating them. Maximum file size is 25MB.
Input parameters
File to upload. Maximum file size is 25MB.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 88 agents privately built on Nagent that already use Capsule CRM.
Build on Nagent
Connect Capsule CRM to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Capsule CRM, and click "Connect Now." You'll authenticate with OAUTH2, API_KEY — Nagent handles credential storage and refresh automatically. Once connected, Capsule CRM is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Capsule CRM is connected, you configure its 109 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Capsule CRM steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Capsule CRM event fires, the agent kicks off automatically.
Every Capsule CRM action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Capsule CRM ships with 109 pre-built crm actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Capsule CRM together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Capsule CRM-based workflows tailored to your business.