Capsule API

Capsule is a user-friendly customer relationship management (CRM) tool designed to help businesses manage their contacts, sales, and projects efficiently.

In the context of Nintex CE Platform, Capsule API is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow and agentflow actions and start events. used to create connections for Capsule API actions to create and list Capsule projects, parties, and tasks.

For more information, see Capsule CRM.

Capsule account requirements

• You must have a Capsule account before creating this connection.
• You must use a Capsule API Authentication token as the API Key to create a connection. See How to integrate with Capsule.

Create a Capsule API connection

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

Complete the following fields when creating the connection:

Field	Description
Connection name	A name for your new connection.
API Key	Your Capsule API Authentication token.