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integrationCapsule node
HTTP Request
integrationCody node
HTTP Request

Capsule and Cody integration

Save yourself the work of writing custom integrations for Capsule and Cody and use n8n instead. Build adaptable and scalable Sales, and AI workflows that work with your technology stack. All within a building experience you will love.

How to connect Capsule and Cody

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Capsule and Cody integration: Create a new workflow and add the first step

Step 2: Add and configure Capsule and Cody nodes using the HTTP Request nodes

Add the HTTP Request nodes onto your workflow canvas. Set credentials for Capsule and Cody as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to Capsule and Cody to query the data you need. Configure nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Capsule and Cody integration: Add and configure Capsule and Cody nodes

Step 3: Connect Capsule and Cody

A connection establishes a link between Capsule and Cody (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Capsule and Cody integration: Connect Capsule and Cody

Step 4: Customize and extend your Capsule and Cody integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Capsule and Cody with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Capsule and Cody integration: Customize and extend your Capsule and Cody integration

Step 5: Test and activate your Capsule and Cody workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Capsule and Cody or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Capsule and Cody integration: Test and activate your Capsule and Cody workflow

Build your own Capsule and Cody integration

Create custom Capsule and Cody workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported API Endpoints for Capsule

To set up Capsule integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Capsule to query the data you need using the API endpoint URLs you provide.

List parties
Retrieve a list of all parties.
GET
/v2/operations/Party#listParties
Show party
Retrieve details for a specific party.
GET
/v2/operations/Party#showParty
Create party
Create a new party.
POST
/v2/operations/Party#createParty
Update party
Update an existing party's information.
PUT
/v2/operations/Party#updateParty
Delete party
Delete a specific party.
DELETE
/v2/operations/Party#deleteParty
Create party
Create a new organisation record.
POST
/api/v2/parties
Update party
Update an existing organisation record.
PUT
/api/v2/parties/100

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List opportunities
Retrieve a list of all opportunities.
GET
/v2/operations/Opportunity#listOpportunities
Create opportunity
Create a new opportunity.
POST
/v2/operations/Opportunity#createOpportunity

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List projects
Retrieve a list of all projects.
GET
/v2/operations/Project#listProjects
Update project
Update the details of an existing project.
PUT
/v2/operations/Project#updateProject
Delete project
Remove a project from the system.
DELETE
/v2/operations/Project#deleteProject

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List tasks
Retrieve a list of all tasks.
GET
/v2/operations/Task#listTasks
Create task
Add a new task to the system.
POST
/v2/operations/Task#createTask

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List entries
Retrieve a list of all entries.
GET
/v2/operations/Entry#listEntriesForEntity
Create entry
Add a new entry to the system.
POST
/v2/operations/Entry#createEntry

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List pipelines
Retrieve a list of all pipelines.
GET
/v2/operations/Pipeline#listPipelines
Show pipeline
Retrieve details of a specific pipeline.
GET
/v2/operations/Pipeline#showPipeline
Create pipeline
Create a new pipeline.
POST
/v2/operations/Pipeline#createPipeline
Update pipeline
Update an existing pipeline.
PUT
/v2/operations/Pipeline#updatePipeline

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List milestones
Retrieve a list of all milestones.
GET
/v2/operations/Milestone#listMilestones
Create milestone
Create a new milestone.
POST
/v2/operations/Milestone#createMilestone

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List lost reasons
Retrieve a list of all lost reasons.
GET
/v2/operations/Lost_Reason#listLostReasons

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List boards
Retrieve a list of all boards.
GET
/v2/operations/Board#listBoards

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List stages
Retrieve a list of all stages.
GET
/v2/operations/Stage#listStages
List stages
Retrieve a list of stages associated with a board.
GET
/v2/operations/Stage#listStagesForBoard
Show stage
Retrieve details about a specific stage.
GET
/v2/operations/Stage#showStage
Create stage
Create a new stage in the system.
POST
/v2/operations/Stage#createStage
Update stage
Update an existing stage.
PUT
/v2/operations/Stage#updateStage
Delete stage
Remove a stage from the system.
DELETE
/v2/operations/Stage#deleteStage

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List track definitions
Retrieve a list of all track definitions.
GET
/v2/operations/Track_Definition#listTrackDefinitions

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List custom titles
Retrieve a list of all custom titles.
GET
/v2/operations/Custom_Title#listTitles

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Update opportunity
Updates an existing opportunity.
PUT
/v2/operations/Opportunity#updateOpportunity
Delete opportunity
Deletes an existing opportunity.
DELETE
/v2/operations/Opportunity#deleteOpportunity
List deleted opportunities
Lists all previously deleted opportunities.
GET
/v2/operations/Opportunity#listDeletedOpportunities
Search opportunities
Searches for opportunities based on specified criteria.
GET
/v2/operations/Opportunity#searchOpportunities

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Create project
Creates a new project.
POST
/v2/operations/Project#createProject

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Create track
Creates a new track.
POST
/v2/operations/Track#createTrack

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List users
Retrieves a list of all users.
GET
/v2/operations/User#listUsers
Show current user
Displays the current user's information.
GET
/v2/operations/User#showCurrentUser
Update user
Update an existing user.
PUT
/v2/operations/User#updateUser

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Create tag definition
Creates a new tag definition.
POST
/v2/operations/Tag#createTag
List tag definitions
Get a list of tag definitions.
GET
/v2/operations/Tag#listTags

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List custom fields
Retrieves a list of all custom fields.
GET
/v2/operations/Custom_Field#listFields
Create custom field
Create a new custom field.
POST
/v2/operations/Custom_Field#createField

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Create lost reason
Creates a new reason for a lost opportunity.
POST
/v2/operations/Lost_Reason#createLostReason

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List countries
Collection of country names available in Capsule; useful for populating the country field of the party's address.
GET
/api/v2/countries
List currencies
Collection of ISO currency code options available in Capsule; useful for populating and displaying the opportunities' value.
GET
/api/v2/currencies

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Delete milestone
Delete a specific milestone.
DELETE
/v2/operations/Milestone#deleteMilestone

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Create board
Create a new board.
POST
/v2/operations/Board#createBoard

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List activity types
Retrieve a list of activity types.
GET
/v2/operations/Activity_Type#listActivityTypes

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List REST hooks
Retrieve a list of all REST hooks.
GET
/v2/operations/REST_Hook#listRestHooks
Show REST hook
Retrieve details about a specific REST hook.
GET
/v2/operations/REST_Hook#showRestHook
Subscribe REST hook
Subscribe to a new REST hook in the system.
POST
/v2/operations/REST_Hook#subscribeRestHook
Unsubscribe REST hook
Unsubscribe from a specific REST hook.
DELETE
/v2/operations/REST_Hook#unsubscribeRestHook

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Show track definition
Retrieve details about a specific track definition.
GET
/v2/operations/Track_Definition#showTrackDefinition
Create track definition
Create a new track definition in the system.
POST
/v2/operations/Track_Definition#createTrackDefinition
Update track definition
Update an existing track definition.
PUT
/v2/operations/Track_Definition#updateTrackDefinition
Delete track definition
Remove a track definition from the system.
DELETE
/v2/operations/Track_Definition#deleteTrackDefinition
List track definitions
List track definitions with the option to filter for track definitions for projects or opportunities.
GET
/api/v2/trackdefinitions

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List task categories
Retrieve a list of all task categories.
GET
/v2/operations/Category#listCategories

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List custom titles
List custom titles for this Capsule account.
GET
/api/v2/titles
Delete custom title
Delete a custom title from Capsule.
DELETE
/api/v2/titles/{titleId}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Create activity type
Creates a new activity type.
POST
/v2/operations/Activity_Type#createActivityType

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

List teams
List all teams.
GET
/v2/operations/Team#listTeams

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Show task category
Retrieve details of a specific task category.
GET
/v2/operations/Category#showCategory
Create task category
Create a new task category.
POST
/v2/operations/Category#createCategory
Update task category
Update an existing task category.
PUT
/v2/operations/Category#updateCategory
Delete task category
Delete an existing task category.
DELETE
/v2/operations/Category#deleteCategory

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Get track definition
Show a specific track definition.
GET
/api/v2/trackdefinitions/{trackDefinitionId}
Create track definition
Create a track definition.
POST
/api/v2/trackdefinitions

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!

Supported API Endpoints for Cody

To set up Cody integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Cody to query the data you need using the API endpoint URLs you provide.

List bots
Retrieve a list of all bots.
GET
/operation/operation-list-bots

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Cody official documentation to get a full list of all API endpoints and verify the scraped ones!

List conversations
Retrieve a list of all conversations.
GET
/operation/operation-list-conversations
Create conversation
Create a new conversation.
POST
/operation/operation-create-conversation
Get conversation
Retrieve details of a specific conversation.
GET
/operation/operation-get-conversation
Update conversation
Update the details of a specific conversation.
POST
/operation/operation-update-conversation
Delete conversation
Delete a specific conversation.
DELETE
/operation/operation-delete-conversation
List conversations
Get all conversations.
GET
/conversations
Get conversation
Retrieve a specific conversation.
GET
/conversations/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Cody official documentation to get a full list of all API endpoints and verify the scraped ones!

List documents
Retrieve a list of all documents.
GET
/operation/operation-list-documents
Create document
Create a new document.
POST
/operation/operation-create-document
Delete document
Delete a specific document.
DELETE
/operation/operation-delete-document
Create document from file
Create a document using a file upload
POST
/operation/operation-create-document-from-file
Create document from webpage
Create a document using webpage content
POST
/operation/operation-create-document-from-webpage
Get document
Retrieve details of a specific document
GET
/operation/operation-get-document
List documents
Get all documents.
GET
/documents
Get document
Retrieve a specific document.
GET
/documents/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Cody official documentation to get a full list of all API endpoints and verify the scraped ones!

List folders
Retrieve a list of all folders.
GET
/operation/operation-list-folders
Create folder
Create a new folder.
POST
/operation/operation-create-folder
Get folder
Retrieve details of a specific folder
GET
/operation/operation-get-folder
List folders
Get all folders.
GET
/folders

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Cody official documentation to get a full list of all API endpoints and verify the scraped ones!

List messages
Retrieve a list of all messages.
GET
/operation/operation-list-messages
Send message
Send a new message.
POST
/operation/operation-send-message
List messages
Get all messages.
GET
/messages

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Cody official documentation to get a full list of all API endpoints and verify the scraped ones!

Get upload URL
Retrieve a signed URL for uploading files.
POST
/operation/operation-get-uploads-signed-url

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Cody official documentation to get a full list of all API endpoints and verify the scraped ones!

FAQs

  • Can Capsule connect with Cody?

  • Can I use Capsule’s API with n8n?

  • Can I use Cody’s API with n8n?

  • Is n8n secure for integrating Capsule and Cody?

  • How to get started with Capsule and Cody integration in n8n.io?

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