Capsule

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What’s Supported

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Supported Actions

This connector supports:

• Proxy Actions, using the base URL https://api.capsulecrm.com/api.

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Before You Get Started

To integrate Capsule CRM with Ampersand, you will need a Capsule CRM Developer Account.

Once your account is created, you’ll need to create an app in Capsule CRM, configure the Ampersand redirect URI within the app, and obtain the following credentials from your app:

• Client ID
• Client Secret
• Scopes

You will then use these credentials and scopes to connect your application to Ampersand.

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Create a Capsule CRM Account

Here’s how you can sign up for a Capsule CRM account:

• Go to the Capsule CRM Developer portal and sign up using your Github account.

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Creating a Capsule CRM App

Follow the steps below to create a Capsule CRM app:

1. Log in to your Capsule CRM Developer account.

2. Click Your Applications.

3. Click New Application.

4. Enter the following details in the Create a new application form:

   1. Name: Enter the name of your Capsule CRM account or organization.
   2. Description: Provide a brief overview of your application’s functionality and purpose.
   3. URL: Specify the URL of your application’s landing page.
   4. Redirect URIs: Use https://api.withampersand.com/callbacks/v1/oauth as the Redirect URI.
   5. Contact Email: Provide the email address linked to your Capsule CRM account. This will be used for any communication regarding your app.
   6. Application Type: Choose the type of application you are developing.

5. Click Save. You will see the Client ID and Client Secret in the app details. Note these credentials, as you will need them to connect your app to Ampersand.

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Add Your Capsule CRM App Info to Ampersand

1. Log in to your Ampersand Dashboard.

2. Select the project where you want to create a Capsule CRM integration.

   

3. Select Provider Apps.

4. Select Capsule CRM from the Provider list.

5. Enter the previously obtained Client ID in the Client ID field and the Client Secret in the Client Secret field.

6. Enter the scopes set for your application in Capsule CRM.

7. Click Save Changes.