Stripe, Capsule CRM Integrations

Capsule CRM
Stripe
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Triggers

Stripe

Watch Events INSTANT

Triggers when a given event occurs.

Capsule CRM

Watch Cases INSTANT

Triggers when a case is created, updated or deleted.

Capsule CRM

Watch new Cases

Checks if a new case was created.

Capsule CRM

Watch new Opportunities

Checks if a new opportunity was created.

Capsule CRM

Watch new Parties

Checks if a new party was created.

Capsule CRM

Watch new Tasks

Checks if a new task was created.

Capsule CRM

Watch Opportunities INSTANT

Triggers when an opportunity is created, updated or deleted.

Capsule CRM

Watch Parties INSTANT

Triggers when a party is created, updated or deleted.

Capsule CRM

Watch Tasks INSTANT

Triggers when a task is created, updated or deleted.

Actions

Stripe

Cancel a Payment Intent

Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.

Stripe

Cancel a Payout

Cancels a previously created payout.

Stripe

Capture a Payment Intent

Captures an existing uncaptured payment intent by its ID.

Stripe

Confirm a Payment Intent

Confirms a payment intent by its ID. Upon confirmation, the payment intent will attempt to initiate a payment.

Stripe

Create a Customer

Creates a new customer object.

Stripe

Create an Invoice

Creates a new invoice by the customer ID.

Stripe

Create an Invoice Item

Creates a new invoice item to be added to a draft invoice.

Stripe

Create a Payment Intent

Creates a Payment Intent.

Stripe

Create a Payout

To send funds to your own bank account, you create a new payout object.

Stripe

Create a Refund

Creates a new refund.

Stripe

Delete a Customer

Permanently deletes a customer. It cannot be undone.

Stripe

Delete a Draft Invoice

Permanently deletes a draft invoice. Use "Void an Invoice" module for finalized invoice.

Stripe

Delete an Invoice Item

Permanently deletes an invoice item which is not attached to invoices, or if it’s attached to a draft invoice.

Stripe

Finalize a Draft Invoice

Finalizes a draft invoice by its ID.

Stripe

Make an API Call

Performs an arbitrary authorized API call.

Stripe

Retrieve a Balance Transaction

Retrieves the balance transaction with the given ID.

Stripe

Retrieve a Customer

Retrieves the details of an existing customer.

Stripe

Retrieve an Invoice

Retrieves the details of an existing invoice with the given ID.

Stripe

Retrieve an Invoice Item

Retrieves the details of an existing invoice item with the given ID.

Stripe

Retrieve a Payment Intent

Retrieves the details of a Payment Intent that has previously been created.

Stripe

Retrieve a Payout

Retrieves the details of an existing payout.

Stripe

Retrieve a Refund

Retrieves the details of an existing refund.

Stripe

Retrieve Balance

Retrieves the current account balance.

Stripe

Update a Customer

Updates the specified customer by setting the values of the parameters passed.

Stripe

Update an Invoice

Updates the specified invoice by setting the values of the parameters passed.

Stripe

Update an Invoice Item

Updates the specified invoice item by setting the values of the parameters passed.

Stripe

Update a Payment Intent

Updates the specified payment intent by setting the values of the parameters passed.

Stripe

Update a Payout

Updates the specified payout by setting the values of the parameters passed.

Stripe

Update a Refund

Updates the specified refund by setting the values of the parameters passed.

Stripe

Void an Invoice

Voids a finalized invoice with the given ID. This cannot be undone.

Capsule CRM

Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Capsule CRM

Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Capsule CRM

Create a Case

Creates a new case.

Capsule CRM

Create a Custom Field

Creates a new party, opportunity or case custom field.

Capsule CRM

Create a Milestone

Creates a new opportunity milestone.

Capsule CRM

Create an Entry

Creates a new entry.

Capsule CRM

Create an Opportunity

Creates a new opportunity.

Capsule CRM

Create a Party

Creates a new party.

Capsule CRM

Create a Tag

Defines a new party, opportunity or case tag.

Capsule CRM

Create a Task

Creates a new task.

Capsule CRM

Create a Task Category

Creates a new task category.

Capsule CRM

Create a Track

Applies a track definition to a case or opportunity to create a track.

Capsule CRM

Delete a Case

Deletes a specific case.

Capsule CRM

Delete a Custom Field

Removes a custom field from your capsule account

Capsule CRM

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Capsule CRM

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Capsule CRM

Delete an Opportunity

Deletes a specific opportunity.

Capsule CRM

Delete a Party

Deletes a specific party.

Capsule CRM

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Capsule CRM

Delete a Task

Deletes a specific task.

Capsule CRM

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Capsule CRM

Delete a Track

Removes a track and related tasks from case or opportunity.

Capsule CRM

Make an API Call

Performs an arbitrary authorized API call.

Capsule CRM

Remove an Additional Party in Case

Removes that person or organisation as an additional contact of the case.

Capsule CRM

Remove an Additional Party in Opportunity

Removes a party or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Shows a specific case

Capsule CRM

Show a Custom Field

Shows a specific custom field.

Capsule CRM

Show a Milestone

Shows a specific milestone.

Capsule CRM

Show an Entry

Shows a specified note, email or the details of a completed party task.

Capsule CRM

Show an Opportunity

Returns a specific opportunity.

Capsule CRM

Show a Party

Shows a specific person or organisation.

Capsule CRM

Show a Tag

Shows a specific tag.

Capsule CRM

Show a Task

Shows a specific task.

Capsule CRM

Show a Task Category

Shows a specific task category.

Capsule CRM

Show a Track

Shows a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

Updates the details of a party, opportunity or case field definition.

Capsule CRM

Update a Milestone

Updates the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Updates the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

Updates an existing party. Fields that are not included in the request will remain unchanged.

Capsule CRM

Update a Tag

Updates the details of a party, opportunity or case tag.

Capsule CRM

Update a Task

Updates an existing task.

Capsule CRM

Update a Task Category

Allows to rename or change the colour of the task category.

Capsule CRM

Update a Track

Updates basic details about a track.

Searches

Stripe

List All Balance History

Returns a list of transactions that have contributed to the Stripe account balance.

Stripe

List All Customers

Retrieves a list of customers.

Stripe

List All Invoice Line Items

Retrieves a list of invoice line items by the invoice ID.

Stripe

List All Payouts

Returns a list of existing payouts sent to third-party bank accounts or that Stripe has sent you.

Stripe

List All Refunds

Returns a list of all refunds you’ve previously created.

Stripe

List Payment Intents

Retrieves a list of payment intents or filters by customer ID.

Stripe

Search Customers

Retrieves a list of customers filtered by criteria.

Stripe

Search Invoice Items

Retrieves a list of invoice items filtered by criteria.

Stripe

Search Invoices

Retrieves a list of invoices filtered by criteria.

Capsule CRM

List Additional Parties in Case

Lists additional parties related to specific case.

Capsule CRM

List Additional Parties in Opportunity

Lists additional parties related to specific opportunity.

Capsule CRM

List Cases

Lists all cases.

Capsule CRM

List Custom Fields

Lists all custom fields.

Capsule CRM

List Deleted Cases

Lists all deleted cases.

Capsule CRM

List Deleted Opportunities

Lists all deleted opportunities.

Capsule CRM

List Deleted Parties

Lists all parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

Lists all employees linked to specific organisation.

Capsule CRM

List Entries

Lists notes, emails and completed tasks for parties, cases and opportunities.

Capsule CRM

List Entries by Date

Lists notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.

Capsule CRM

List Milestones

Lists all milestones.

Capsule CRM

List Opportunities

Lists all opportunities.

Capsule CRM

List Opportunities by Party

Lists all opportunities associated with the specific party.

Capsule CRM

List Parties

Lists all parties.

Capsule CRM

List Tags

Lists all tags for either party, opportunity or case.

Capsule CRM

List Task Categories

Lists all task categories.

Capsule CRM

List Tasks

Lists all tasks.

Capsule CRM

List Track Definitions

Lists track definitions with the option to filter for only the track definitions for cases or opportunities.

Capsule CRM

List Tracks

Lists tracks for a specific case or opportunity.

Capsule CRM

Search Cases

Searches for cases. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Searches for opportunities. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Searches for parties. This will return the same results as the global search inside Capsule.

Capsule CRM

Show Multiple Cases

Allows to load a list of cases by providing their unique ids.

Capsule CRM

Show Multiple Opportunities

Returns a list of opportunities, specified by the opportunityIds provided.

Capsule CRM

Show Multiple Parties

Allows to load a list of parties by providing their unique ids.

Integrate Stripe, Capsule CRM with these services