capsulecrm
Module capsulecrm
API
Definitions
ballerinax/capsulecrm Ballerina library
Overview
The Capsule CRM API v2 connector(https://developer.capsulecrm.com/v2/overview/getting-started) OpenAPI specification. Capsule CRM keeps track of the people and companies you do business with, opportunities in the pipeline and what needs to be done.
Key Features
- Programmatic access to create and manage resources via REST API
- Manage user accounts and profiles
- Secure authentication with API key or OAuth support
Prerequisites
Before using this connector in your Ballerina application, complete the following:
- Create a Capsule CRM account
- Obtain tokens by following this guide
Quickstart
To use the Capsule CRM connector in your Ballerina application, update the .bal file as follows:
Step 1: Import connector
First, import the ballerinax/capsulecrm module into the Ballerina project.
import ballerinax/capsulecrm;
Step 2: Create a new connector instance
Create a capsulecrm:ClientConfig with the Bearer_Token obtained, and initialize the connector with it.
capsulecrm:ClientConfig clientConfig = { auth: { token: <Bearer_Token> } }; capsulecrm:Client baseClient = check new Client(clientConfig);
Step 3: Invoke connector operation
-
Now you can use the operations available within the connector. Note that they are in the form of remote operations.
Following is an example on how to retrieve the collection of Cases on the Capsule account using the connector.
Retrieves the collection of Cases on the Capsule account
public function main() returns error? { capsulecrm:Cases response = check baseClient->listCases(); log:printInfo(response.toString()); } -
Use
bal runcommand to compile and run the Ballerina program.
Clients
capsulecrm: Client
This is a generated connector for Capsule CRM API v2 OpenAPI specification. Capsule CRM keeps track of the people and companies you do business with, opportunities in the pipeline and what needs to be done.
Constructor
Gets invoked to initialize the connector.
The connector initialization requires setting the API credentials.
Create a Capsule CRM account and obtain tokens by following this guide.
init (ConnectionConfig config, string serviceUrl)- config ConnectionConfig - The configurations to be used when initializing the
connector
- serviceUrl string "https://api.capsulecrm.com" - URL of the target service
listCases
Retrieves the collection of Cases on the Capsule account.
Parameters
- since string? (default ()) - If set then includes only entities that have been changed after this date. Must in be ISO8601 format.
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags ( tags), fields (custom fields and fields in DataTags), party (assigned party), opportunity (the associated opportunity), and missingImportantFields (indicates if a case has any Important custom fields that are missing a value).
createCase
function createCase(CreateCaseRequest payload, string? embed) returns CreatedCase|errorCreates a new case.
Parameters
- payload CreateCaseRequest - An object with a single property kase which must be a Case object. Note that one or more tracks can be applied to the case by including the relevant track ids in a tracks array. This is a convenient shortcut to apply tracks to new cases only, and tracks is not a field of Case objects. Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags ( tags), fields (custom fields and fields in DataTags), party (assigned party), opportunity (the associated opportunity), and missingImportantFields (indicates if a case has any Important custom fields that are missing a value).
Return Type
- CreatedCase|error - Created case stored in Capsule
searchCases
Search for cases on the Capsule account. This will return the same results as the global search inside Capsule.
Parameters
- q string? (default ()) - The value to search for e.g. a name, a postcode or a phone number.
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags ( tags), fields (custom fields and fields in DataTags), party (assigned party), opportunity (the associated opportunity), and missingImportantFields (indicates if a case has any Important custom fields that are missing a value).
showCase
function showCase(string caseId, string? embed) returns CaseObject|errorShow a specific case.
Parameters
- caseId string - The case ID
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags ( tags), fields (custom fields and fields in DataTags), party (assigned party), opportunity (the associated opportunity), and missingImportantFields (indicates if a case has any Important custom fields that are missing a value).
Return Type
- CaseObject|error - A Case object.
listCasesByParty
function listCasesByParty(string partyId, int? page, int? perPage, string? embed) returns Cases|errorRetrieves the collection of all cases associated with the given party.
Parameters
- partyId string - The party ID
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags ( tags), fields (custom fields and fields in DataTags), party (assigned party), opportunity (the associated opportunity), and missingImportantFields (indicates if a case has any Important custom fields that are missing a value).
listOpportunities
function listOpportunities(string? since, int? page, int? perPage, string? embed) returns Opportunities|errorRetrieves the collection of Opportunities on the Capsule account.
Parameters
- since string? (default ()) - If set then includes only entities that have been changed after this date. Must in be ISO8601 format.
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags (tags), fields (custom fields and fields in DataTags), party (assigned party), milestone (the opportunity milestone), and missingImportantFields (indicates if an opportunity has any Important custom fields that are missing a value).
Return Type
- Opportunities|error - An object with a single property opportunity which is an array of Opportunity objects.
createOpportunity
function createOpportunity(CreateOpportunityRequest payload, string? embed) returns CreatedOpportunity|errorCreates a new opportunity.
Parameters
- payload CreateOpportunityRequest - An object with a single property opportunity which must be an Opportunity object. One or more tracks can be applied to the opportunity by including the relevant track ids in a tracks array. This is a convenient shortcut to apply tracks to new opportunities only, and tracks is not a field of Opportunity objects. Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags ( tags), fields (custom fields and fields in DataTags), party (assigned party), opportunity (the associated opportunity), and missingImportantFields (indicates if a case has any Important custom fields that are missing a value).
Return Type
- CreatedOpportunity|error - Created opportunity stored in Capsule
searchOpportunities
function searchOpportunities(string? q, int? page, int? perPage, string? embed) returns Opportunities|errorSearch for opportunities on the Capsule account. This will return the same results as the global search inside Capsule. If you're looking for a more structured search endpoint you can use Filters to search by a specific field or tag.
Parameters
- q string? (default ()) - The value to search for e.g. a name, a postcode or a phone number.
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags ( tags), fields (custom fields and fields in DataTags), party (assigned party), opportunity (the associated opportunity), and missingImportantFields (indicates if a case has any Important custom fields that are missing a value).
Return Type
- Opportunities|error - An object with a single property opportunities which is an array of Opportunity objects.
showOpportunity
function showOpportunity(string opportunityId, string? embed) returns OpportunityObject|errorReturns a specific opportunity.
Parameters
- opportunityId string - The opportunity ID
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags (tags), fields (custom fields and fields in DataTags), party (assigned party), milestone (the opportunity milestone), and missingImportantFields (indicates if an opportunity has any Important custom fields that are missing a value).
Return Type
- OpportunityObject|error - An Opportunity object.
updateOpportunity
function updateOpportunity(string opportunityId, UpdateOpportunityRequest payload, string? embed) returns Response|errorUpdates an existing opportunity.
Parameters
- opportunityId string - The opportunity ID
- payload UpdateOpportunityRequest - An object with a single property opportunity which must be an Opportunity object. Fields that are not included in the request will remain unchanged. An owner and/or team are required on an opportunity.
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags (tags), fields (custom fields and fields in DataTags), party (assigned party), milestone (the opportunity milestone), and missingImportantFields (indicates if an opportunity has any Important custom fields that are missing a value).
deleteOpportunity
Fully delete a specific opportunity from Capsule.
Parameters
- opportunityId string - The opportunity ID
listOpportunitiesByParty
function listOpportunitiesByParty(string partyId, int? page, int? perPage, string? embed) returns Opportunities|errorRetrieves the collection of all opportunities associated with the given party.
Parameters
- partyId string - The party ID
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags ( tags), fields (custom fields and fields in DataTags), party (assigned party), opportunity (the associated opportunity), and missingImportantFields (indicates if a case has any Important custom fields that are missing a value).
Return Type
- Opportunities|error - An object with a single property opportunities which is an array of Opportunity objects.
listParties
Retrieves the collection of Parties on the Capsule account.
Parameters
- since string? (default ()) - If set then includes only entities that have been changed after this date. Must in be ISO8601 format.
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags (tags), fields (custom fields and fields in DataTags), organisation (extended organisation details for people), and missingImportantFields (indicates if a party has any Important custom fields that are missing a value).
Return Type
createParty
function createParty(CreatePartyRequest payload, string? embed) returns CreatedParty|errorCreates a new party.
Parameters
- payload CreatePartyRequest - An object with a single property party which must be a Party object.
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags (tags), fields (custom fields and fields in DataTags), organisation (extended organisation details for people), and missingImportantFields (indicates if a party has any Important custom fields that are missing a value).
Return Type
- CreatedParty|error - Created party stored in Capsule
searchParties
Search for parties on the Capsule account. This will return the same results as the global search inside Capsule.
Parameters
- q string? (default ()) - The value to search for e.g. a name, a postcode or a phone number.
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags (tags), fields (custom fields and fields in DataTags), organisation (extended organisation details for people), and missingImportantFields (indicates if a party has any Important custom fields that are missing a value).
Return Type
showParty
function showParty(string partyId, string? embed) returns PartyObject|errorShow a specific person or organisation.
Parameters
- partyId string - The party ID
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags (tags), fields (custom fields and fields in DataTags), organisation (extended organisation details for people), and missingImportantFields (indicates if a party has any Important custom fields that are missing a value).
Return Type
- PartyObject|error - An object with a single property party which will contain a Party object.
updateParty
function updateParty(string partyId, UpdatePartyRequest payload, string? embed) returns Response|errorUpdate an existing party.
Parameters
- partyId string - The party ID
- payload UpdatePartyRequest - object with a single property party which must be a Party object. Fields that are not included in the request will remain unchanged.
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are tags (tags), fields (custom fields and fields in DataTags), organisation (extended organisation details for people), and missingImportantFields (indicates if a party has any Important custom fields that are missing a value).
deleteParty
Fully delete the specific party from Capsule.
Parameters
- partyId string - The party ID
listTasks
Retrieves the collection of Tasks on the Capsule account. By default the body will contain only the open tasks. If you want to retrieve pending and/or completed tasks use the status query parameter.
Parameters
- page int? (default ()) - The page of results to return. Default: 1
- perPage int? (default ()) - The number of entities to return per page. Value must be between 1 and 100. Default: 50
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are party (the party this task is assigned to), opportunity (opportunity this task is on), kase (the case this task is on), owner (the owner of the task) and nextTask (the next task).
- status string? (default ()) - Filter the response based on the status of the task. Must be a comma separated list of strings. Accepted values are open, completed and pending.
createTask
function createTask(CreateTaskRequest payload, string? embed) returns CreatedTask|errorCreates a new task.
Parameters
- payload CreateTaskRequest - An object with a single property task which must be a Task object.
- embed string? (default ()) - Can be used to request additional data that aren’t included in the response by default. If provided, should be a comma separated list of strings. Supported values for this endpoint are party (the party this task is assigned to), opportunity (opportunity this task is on), kase (the case this task is on), owner (the owner of the task) and nextTask (the next task).
Return Type
- CreatedTask|error - Created task stored in Capsule
Records
capsulecrm: Address
Represents a physical address of a contact that is stored in Capsule.
Fields
- id? int - The unique id of this address.
- 'type? string - The address type. Accepted values are Home, Postal, Office, Billing, Shipping
- street? string - The multi-line street address.
- city? string - The city of the address.
- state? string - The state or province of the address.
- country? string - The country of the address. This field should be a valid country name. You can obtain a list of valid countries using the api/v2/countries endpoint.
- zip? string - The zip/postal code.
capsulecrm: Case
Represents a case file that is stored in Capsule.
Fields
- id? int - The unique id of this case.
- party NestedParty - Represents a reference to a party. By default, contains only the id, name and pictureURL. If the field is included in the embed parameter will instead be a full Party object. If the party is restricted for the user calling the API endpoint, the full Party object is not included.
- name string - The name of this case.
- description? string - The description of this case.
- owner? NestedUser - Represents a reference to a user. By default, contains only the id, name and username. If the field is included in the embed parameter will instead be a full User object.
- team? NestedTeam - Represents a reference to a team.
- status? string - The status of the case. Accepted values are OPEN, CLOSED.
- opportunity? NestedOpportunity - Represents a reference to an opportunity. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Opportunity object. If the opportunity is restricted for the user calling the API endpoint the full Opportunity object is not included.
- createdAt? string - The ISO date/time when this case was created.
- updatedAt? string - The ISO date/time when this case was last updated.
- closedOn? string - The ISO date when this case was closed.
- lastContactedAt? string - The ISO date/time when this case was last contacted. This field is automatically set by Capsule based on the attached history entries.
- tags? NestedTag[] - An array of tags that are added to this case. This field is included in responses only if the embed parameter contains tags.
- fields? FieldValue[] - An array of custom fields that are defined for this case. This field is included in responses only if the embed parameter contains fields.
- missingImportantFields? boolean - Indicates if this case has any Important custom fields that are missing a value. This field is included in responses only if the embed parameter contains missingImportantFields.
capsulecrm: CaseObject
A Case object.
Fields
- kase? Case - Represents a case file that is stored in Capsule.
capsulecrm: CaseRequest
An object with a single property kase which must be a Case object. Note that one or more tracks can be applied to the case by including the relevant track ids in a tracks array. This is a convenient shortcut to apply tracks to new cases only, and tracks is not a field of Case objects. Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
Fields
- id? int - The unique id of this case.
- party NestedParty - Represents a reference to a party. By default, contains only the id, name and pictureURL. If the field is included in the embed parameter will instead be a full Party object. If the party is restricted for the user calling the API endpoint, the full Party object is not included.
- name string - The name of this case.
- description? string - The description of this case.
- owner? NestedUser - Represents a reference to a user. By default, contains only the id, name and username. If the field is included in the embed parameter will instead be a full User object.
- team? NestedTeam - Represents a reference to a team.
- status? string - The status of the case. Accepted values are OPEN, CLOSED.
- opportunity? NestedOpportunity - Represents a reference to an opportunity. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Opportunity object. If the opportunity is restricted for the user calling the API endpoint the full Opportunity object is not included.
- createdAt? string - The ISO date/time when this case was created.
- updatedAt? string - The ISO date/time when this case was last updated.
- closedOn? string - The ISO date when this case was closed.
- lastContactedAt? string - The ISO date/time when this case was last contacted. This field is automatically set by Capsule based on the attached history entries.
- tags? NestedTag[] - An array of tags that are added to this case. This field is included in responses only if the embed parameter contains tags.
- fields? FieldValue[] - An array of custom fields that are defined for this case. This field is included in responses only if the embed parameter contains fields.
- missingImportantFields? boolean - Indicates if this case has any Important custom fields that are missing a value. This field is included in responses only if the embed parameter contains missingImportantFields.
- tracks? TracksDefinitionObject[] - One or more tracks can be applied to the case by including the relevant track ids in a tracks array. This is a convenient shortcut to apply tracks to new cases only, and tracks is not a field of Case objects. Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
capsulecrm: Cases
An object with a single property kases which is an array of Case objects.
Fields
- kases? Case[] - An array of Case objects.
capsulecrm: Category
Represents a task category.
Fields
- id? int - The unique id of this category.
- name string - The name of the category.
- colour? string - The hex colour code of the category. Must be a '#' followed by 6 hexadecimal digits.
capsulecrm: ClientHttp1Settings
Provides settings related to HTTP/1.x protocol.
Fields
- keepAlive KeepAlive(default http:KEEPALIVE_AUTO) - Specifies whether to reuse a connection for multiple requests
- chunking Chunking(default http:CHUNKING_AUTO) - The chunking behaviour of the request
- proxy? ProxyConfig - Proxy server related options
capsulecrm: ConnectionConfig
Provides a set of configurations for controlling the behaviours when communicating with a remote HTTP endpoint.
Fields
- auth BearerTokenConfig - Configurations related to client authentication
- httpVersion HttpVersion(default http:HTTP_2_0) - The HTTP version understood by the client
- http1Settings? ClientHttp1Settings - Configurations related to HTTP/1.x protocol
- http2Settings? ClientHttp2Settings - Configurations related to HTTP/2 protocol
- timeout decimal(default 60) - The maximum time to wait (in seconds) for a response before closing the connection
- forwarded string(default "disable") - The choice of setting
forwarded/x-forwardedheader
- poolConfig? PoolConfiguration - Configurations associated with request pooling
- cache? CacheConfig - HTTP caching related configurations
- compression Compression(default http:COMPRESSION_AUTO) - Specifies the way of handling compression (
accept-encoding) header
- circuitBreaker? CircuitBreakerConfig - Configurations associated with the behaviour of the Circuit Breaker
- retryConfig? RetryConfig - Configurations associated with retrying
- responseLimits? ResponseLimitConfigs - Configurations associated with inbound response size limits
- secureSocket? ClientSecureSocket - SSL/TLS-related options
- proxy? ProxyConfig - Proxy server related options
- validation boolean(default true) - Enables the inbound payload validation functionality which provided by the constraint package. Enabled by default
capsulecrm: CreateCaseRequest
An object with a single property kase which must be a Case object. Note that one or more tracks can be applied to the case by including the relevant track ids in a tracks array. This is a convenient shortcut to apply tracks to new cases only, and tracks is not a field of Case objects. Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
Fields
- kase? CaseRequest - An object with a single property kase which must be a Case object. Note that one or more tracks can be applied to the case by including the relevant track ids in a tracks array. This is a convenient shortcut to apply tracks to new cases only, and tracks is not a field of Case objects. Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
capsulecrm: CreatedCase
Created case stored in Capsule
Fields
- kase? Case - Represents a case file that is stored in Capsule.
capsulecrm: CreatedOpportunity
Created opportunity stored in Capsule
Fields
- opportunity? Opportunity - Represents an opportunity that is stored in Capsule.
capsulecrm: CreatedParty
Created party stored in Capsule
Fields
- party? Party - Represents a contact that is stored in Capsule. This can be either a person or an organisation.
capsulecrm: CreatedTask
Created task stored in Capsule
Fields
- task? Task - Represents a task that is stored in Capsule. These are generally used as a simple way to create a reminder of something the user needs to do. Tasks can be categorized for such things as a meeting, phone call or submission deadline using task categories and can be linked to a party, opportunity or case.
capsulecrm: CreateOpportunityRequest
An object with a single property opportunity which must be an Opportunity object. One or more tracks can be applied to the opportunity by including the relevant track ids in a tracks array. This is a convenient shortcut to apply tracks to new opportunities only, and tracks is not a field of Opportunity objects. Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
Fields
- opportunity? OpportunityRequest - Represents an opportunity that is stored in Capsule.
capsulecrm: CreatePartyRequest
An object with a single property party which must be a Party object.
Fields
- party? Party - Represents a contact that is stored in Capsule. This can be either a person or an organisation.
capsulecrm: CreateTaskRequest
An object with a single property task which must be a Task object.
Fields
- task? Task - Represents a task that is stored in Capsule. These are generally used as a simple way to create a reminder of something the user needs to do. Tasks can be categorized for such things as a meeting, phone call or submission deadline using task categories and can be linked to a party, opportunity or case.
capsulecrm: EmailAddress
Represents an email address of a party.
Fields
- id? int - The unique id of this email address.
- 'type? string - The type of the email address. Accepted values are Home, Work
- address string - The actual email address.
capsulecrm: FieldValue
Represents a value of a custom field. Depending on the custom field definition this can be assignable to parties, opportunities or cases.
Fields
- id? int - The id of this value. Note that field values assignable to different entities (parties, cases or opportunities) can have the same id.
- value string|boolean|decimal - The value of this field. For text custom fields value is a string. For date custom fields value is a string in the format YYYY-MM-DD. For list custom fields value is a string and must match one of the options specified in the custom field definition. For boolean custom fields value is a boolean. For number custom fields value can be passed as either a string or a number, but will always be returned as a string by the API. For link custom fields value is a string URL and can include one of {id} - id, {name} - name, {email} - first email address, {phone} - first phone number, {phone[Mobile]} first mobile number, {custom[name of custom field]} - value of a custom field.
- definition NestedFieldDefinition - Represents a reference to a definition of a custom field.
capsulecrm: NestedCase
Represents a reference to a case. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Case object. If the case is restricted for the user calling the API endpoint the full Case object is not included.
Fields
- id? int - The unique id of this case.
- name? string - The name of this case. This will contain Private when the user calling the API endpoint doesn't have access to the the case record.
- isRestricted? boolean - Defines whether this case is restricted for the user calling the API endpoint.
capsulecrm: NestedFieldDefinition
Represents a reference to a definition of a custom field.
Fields
- id? int - The id of this custom field definition. Note that field definitions assignable to different entities (parties, opportunities or cases) can have the same id.
- name? string - The name of this custom field.
capsulecrm: NestedLostReason
Represents a reference to a lost reason.
Fields
- id? int - The unique id of the lost reason.
- name? string - The name of the lost reason.
capsulecrm: NestedMilestone
Represents a reference to a milestone. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Milestone object.
Fields
- id? int - The unique id of the milestone.
- name? string - The name of the milestone.
capsulecrm: NestedOpportunity
Represents a reference to an opportunity. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Opportunity object. If the opportunity is restricted for the user calling the API endpoint the full Opportunity object is not included.
Fields
- id? int - The unique id of the opportunity.
- name? string - The name of the opportunity. This will contain Private when the user calling the API endpoint doesn't have access to the opportunity record.
- isRestricted? boolean - Defines whether this opportunity is restricted for the user calling the API endpoint.
capsulecrm: NestedParty
Represents a reference to a party. By default, contains only the id, name and pictureURL. If the field is included in the embed parameter will instead be a full Party object. If the party is restricted for the user calling the API endpoint, the full Party object is not included.
Fields
- id? int - The unique id of the party.
- firstName? string - The first name of the person. This field is present only when type is person.
- lastName? string - The last name of the person. This field is present only when type is person.
- name? string - The name of the organisation. This field is present only when type is organisation. This will contain Private when the user calling the API endpoint doesn't have access to the party record.
- 'type? string - Represents if this party is a person or organisation. Accepted values are person, organisation
- pictureURL? string - A URL that represents the location of the profile picture for this party.
- isRestricted? boolean - Indicates whether this party is restricted for the user calling the API endpoint.
capsulecrm: NestedTag
Represents an attached tag. Depending on the tag type this can be assignable to parties, opportunities or cases.
Fields
- id? int - The id of this tag. Note that tags assignable to different entities (parties, cases or opportunities) can have the same id.
- name string - The name of this tag.
- description? string - A longer description of this tag.
capsulecrm: NestedTask
Represents a reference to a task. By default, contains only the id and description. If the field name is included in the embed parameter will instead be a full Task object.
Fields
- id? int - The unique id of this task.
- description? string - A short description of the task.
capsulecrm: NestedTeam
Represents a reference to a team.
Fields
- id? int - The unique id of this team.
- name? string - The name of the team.
capsulecrm: NestedUser
Represents a reference to a user. By default, contains only the id, name and username. If the field is included in the embed parameter will instead be a full User object.
Fields
- id? int - The unique id of this user.
- username? string - The username of the user.
- name? string - The name of the user.
capsulecrm: Opportunities
An object with a single property opportunities which is an array of Opportunity objects.
Fields
- opportunities? Opportunity[] - An array of Opportunity objects.
capsulecrm: Opportunity
Represents an opportunity that is stored in Capsule.
Fields
- id? int - The unique id of this opportunity.
- createdAt? string - The ISO date/time this opportunity was created.
- updatedAt? string - The ISO DateTime when this opportunity was last updated.
- party NestedParty - Represents a reference to a party. By default, contains only the id, name and pictureURL. If the field is included in the embed parameter will instead be a full Party object. If the party is restricted for the user calling the API endpoint, the full Party object is not included.
- lostReason? NestedLostReason - Represents a reference to a lost reason.
- name string - The name of this opportunity.
- description? string - The description of this opportunity.
- owner? NestedUser - Represents a reference to a user. By default, contains only the id, name and username. If the field is included in the embed parameter will instead be a full User object.
- team? NestedTeam - Represents a reference to a team.
- milestone NestedMilestone - Represents a reference to a milestone. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Milestone object.
- value? OpportunityValue - Represents the value of an opportunity.
- expectedCloseOn? string - The expected close date of this opportunity.
- probability? int - The probability of winning this opportunity.
- durationBasis? string - The time unit used by the duration field. Accepted values are FIXED, HOUR, DAY, WEEK, MONTH, QUARTER, YEAR.
- duration? int - The duration of this opportunity. Must be null if durationBasis is set to FIXED.
- closedOn? string - The date this opportunity was closed.
- tags? NestedTag[] - An array of tags that are added to this opportunity. This field is included in responses only if the embed parameter contains tags.
- fields? FieldValue[] - An array of custom fields that are defined for this opportunity. This field is included in responses only if the embed parameter contains fields.
- lastContactedAt? string - The ISO DateTime when this opportunity was last contacted.
- lastStageChangedAt? string - The ISO DateTime when this opportunity last had its milestone changes.
- lastOpenMilestone? NestedMilestone - Represents a reference to a milestone. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Milestone object.
- missingImportantFields? boolean - Indicates if this opportunity has any Important custom fields that are missing a value. This field is included in responses only if the embed parameter contains missingImportantFields.
capsulecrm: OpportunityObject
An Opportunity object.
Fields
- opportunity? Opportunity - Represents an opportunity that is stored in Capsule.
capsulecrm: OpportunityRequest
Represents an opportunity that is stored in Capsule.
Fields
- id? int - The unique id of this opportunity.
- createdAt? string - The ISO date/time this opportunity was created.
- updatedAt? string - The ISO DateTime when this opportunity was last updated.
- party NestedParty - Represents a reference to a party. By default, contains only the id, name and pictureURL. If the field is included in the embed parameter will instead be a full Party object. If the party is restricted for the user calling the API endpoint, the full Party object is not included.
- lostReason? NestedLostReason - Represents a reference to a lost reason.
- name string - The name of this opportunity.
- description? string - The description of this opportunity.
- owner? NestedUser - Represents a reference to a user. By default, contains only the id, name and username. If the field is included in the embed parameter will instead be a full User object.
- team? NestedTeam - Represents a reference to a team.
- milestone NestedMilestone - Represents a reference to a milestone. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Milestone object.
- value? OpportunityValue - Represents the value of an opportunity.
- expectedCloseOn? string - The expected close date of this opportunity.
- probability? int - The probability of winning this opportunity.
- durationBasis? string - The time unit used by the duration field. Accepted values are FIXED, HOUR, DAY, WEEK, MONTH, QUARTER, YEAR.
- duration? int - The duration of this opportunity. Must be null if durationBasis is set to FIXED.
- closedOn? string - The date this opportunity was closed.
- tags? NestedTag[] - An array of tags that are added to this opportunity. This field is included in responses only if the embed parameter contains tags.
- fields? FieldValue[] - An array of custom fields that are defined for this opportunity. This field is included in responses only if the embed parameter contains fields.
- lastContactedAt? string - The ISO DateTime when this opportunity was last contacted.
- lastStageChangedAt? string - The ISO DateTime when this opportunity last had its milestone changes.
- lastOpenMilestone? NestedMilestone - Represents a reference to a milestone. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Milestone object.
- missingImportantFields? boolean - Indicates if this opportunity has any Important custom fields that are missing a value. This field is included in responses only if the embed parameter contains missingImportantFields.
- tracks? TracksDefinitionObject[] - One or more tracks can be applied to the case by including the relevant track ids in a tracks array. This is a convenient shortcut to apply tracks to new cases only, and tracks is not a field of Case objects. Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
capsulecrm: OpportunityValue
Represents the value of an opportunity.
Fields
- amount decimal - The amount the opportunity is worth.
- currency? string - The currency type of the opportunity.
capsulecrm: Parties
An object with a single property parties which is an array of Party objects.
Fields
- parties? Party[] - An array of Party objects.
capsulecrm: Party
Represents a contact that is stored in Capsule. This can be either a person or an organisation.
Fields
- id? int - The unique id of this party.
- 'type string - Represents if this party is a person or an organisation. Accepted values are person, organisation.
- firstName? string - The first name of the person. This field is present only when type is person.
- lastName? string - The last name of the person. This field is present only when type is person.
- title? string - The title of the person. This field is present only when type is person. Accepted values are existing custom titles.
- jobTitle? string - The job title of the person. This field is present only when type is person.
- organisation? NestedParty - Represents a reference to a party. By default, contains only the id, name and pictureURL. If the field is included in the embed parameter will instead be a full Party object. If the party is restricted for the user calling the API endpoint, the full Party object is not included.
- name? string - The name of the organisation. This field is present only when type is organisation.
- about? string - A short description of the party.
- createdAt? string - The ISO date/time when this party was created.
- updatedAt? string - The ISO date/time when this party was last updated.
- lastContactedAt? string - The ISO date/time when this party was last contacted.
- addresses? Address[] - An array of all the addresses associated with this party.
- phoneNumbers? PhoneNumber[] - An array of all the phone numbers associated with this party.
- websites? Website[] - An array of the websites and social network accounts associated with this party.
- emailAddresses? EmailAddress[] - An array of all the email addresses associated with this party.
- pictureURL? string - A URL that represents the location of the profile picture for this party. This field is automatically derived by Capsule.
- tags? NestedTag[] - An array of tags that are added to this party. This field is included in responses only if the embed parameter contains tags.
- fields? FieldValue[] - An array of custom fields that are defined for this party. This field is included in responses only if the embed parameter contains fields.
- owner? NestedUser - Represents a reference to a user. By default, contains only the id, name and username. If the field is included in the embed parameter will instead be a full User object.
- team? NestedTeam - Represents a reference to a team.
- missingImportantFields? boolean - Indicates if this party has any Important custom fields that are missing a value. This field is included in responses only if the embed parameter contains missingImportantFields.
capsulecrm: PartyObject
A Party object.
Fields
- party? Party - Represents a contact that is stored in Capsule. This can be either a person or an organisation.
capsulecrm: PhoneNumber
Represents a phone number of a party.
Fields
- id? int - The unique id of this phone number.
- 'type? string - The type of the phone number. Accepted values are Home, Work, Mobile, Fax, Direct.
- number string - The actual phone number.
capsulecrm: ProxyConfig
Proxy server configurations to be used with the HTTP client endpoint.
Fields
- host string(default "") - Host name of the proxy server
- port int(default 0) - Proxy server port
- userName string(default "") - Proxy server username
- password string(default "") - Proxy server password
capsulecrm: Task
Represents a task that is stored in Capsule. These are generally used as a simple way to create a reminder of something the user needs to do. Tasks can be categorized for such things as a meeting, phone call or submission deadline using task categories and can be linked to a party, opportunity or case.
Fields
- id? int - The unique id of this task.
- createdAt? string - The ISO date/time when this task was created.
- updatedAt? string - The ISO date/time when this task was last updated.
- description string - A short description of the task.
- detail? string - More details about the task.
- category? Category - Represents a task category.
- dueOn string - The date (without a time element) when this task is due.
- dueTime? string - The time (without a date element) when this task is due. Note that the time is in the user's timezone, and not UTC.
- status? string - Specify whether this task is open, completed or pending. A task is pending when it was not completed by the user, but is not relevant anymore (i.e. linked to a closed opportunity). Accepted values are OPEN, COMPLETED, PENDING.
- party? NestedParty - Represents a reference to a party. By default, contains only the id, name and pictureURL. If the field is included in the embed parameter will instead be a full Party object. If the party is restricted for the user calling the API endpoint, the full Party object is not included.
- opportunity? NestedOpportunity - Represents a reference to an opportunity. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Opportunity object. If the opportunity is restricted for the user calling the API endpoint the full Opportunity object is not included.
- kase? NestedCase - Represents a reference to a case. By default, contains only the id and name. If the field is included in the embed parameter will instead be a full Case object. If the case is restricted for the user calling the API endpoint the full Case object is not included.
- owner? NestedUser - Represents a reference to a user. By default, contains only the id, name and username. If the field is included in the embed parameter will instead be a full User object.
- completedBy? string - The username of the user that completed this task.
- completedAt? string - The ISO DateTime when this task was completed. By default, this will be the time of the request that marked the task as completed. However, if you provide offline capability, you might want to override this field when completing the task.
- hasTrack? boolean - Determines if the task is part of a track associated with the parent kase or opportunity.
- nextTask? NestedTask - Represents a reference to a task. By default, contains only the id and description. If the field name is included in the embed parameter will instead be a full Task object.
- taskDelayRule? string - For tasks that are part of a track, this indicates if the dueOn date is calculated based on the start date of the track (TRACK_START), an end date specified when adding the track (END_DATE), or relative to the date the previous task in the track is completed (LAST_TASK). Accepted values are TRACK_START, END_DATE, LAST_TASK.
- daysAfter? int - If this task is part of a track with a taskDelayRule of LAST_TASK, indicates the number of days after the completion of the previous task that this task is due. If this task is part of a track with a taskDelayRule of START_DATE or END_DATE, indicates the number of days between the start or end date of the track and the due date of this task respectively.
capsulecrm: Tasks
An object with a single property tasks which is an array of Task objects.
Fields
- tasks? Task[] - An array of Task objects.
capsulecrm: TrackDefinitionId
Track Definition ID
Fields
- id? int - Track ID
capsulecrm: TracksDefinitionObject
Track definition object
Fields
- definition? int|TrackDefinitionId - Tracks can be specified using a definition object or the ID shorthand, or a mixture of both.
capsulecrm: UpdateOpportunityRequest
An object with a single property opportunity which must be an Opportunity object. Fields that are not included in the request will remain unchanged. An owner and/or team are required on an opportunity.
Fields
- opportunity? Opportunity - Represents an opportunity that is stored in Capsule.
capsulecrm: UpdatePartyRequest
An object with a single property party which must be a Party object. Fields that are not included in the request will remain unchanged.
Fields
- party? Party - Represents a contact that is stored in Capsule. This can be either a person or an organisation.
capsulecrm: Website
Represents a website or a social network account.
Fields
- id? int - The unique id of this website.
- 'service string - Defines what social network this website represents. Accepted values are URL, SKYPE, TWITTER, LINKED_IN, FACEBOOK, XING, FEED, GOOGLE_PLUS, FLICKR, GITHUB, YOUTUBE, INSTAGRAM, PINTEREST.
- address string - For Twitter, Github, Youtube, Pinterest, Instagram this is the account username. For all other services this is the profile or web page URL.
- 'type? string - Accepted values are Home, Work
- url? string - Generated URL that links to the website or profile page.
Import
import ballerinax/capsulecrm;Metadata
Released date: 3 days ago
Version: 1.5.2
License: Apache-2.0
Compatibility
Platform: any
Ballerina version: 2201.8.0
GraalVM compatible: Yes
Pull count
Total: 2537
Current verison: 0
Weekly downloads
Keywords
Type/Connector
Vendor/Capsule
Area/CRM & Sales
Sales & CRM/Customer Relationship Management
Cost/Freemium
Contributors
Dependencies