To setup your Capsule app in Cobalt for OAuth, you will need the following credentials from your Capsule Developer account:
  • Client ID
  • Client Secret
  • Scopes

​
Pre-requisites

  1. Capsule Developer account. You can create one through GitHub here.

​
Required Settings

  • Mandatory Scopes
  1. read write
If you haven’t already created an app in Capsule CRM, you’d need to create one.

​
Creating an app in Capsule

To create a Capsule app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your Capsule Developer account.
  2. Click on the New Application button in Your Apps section.
  3. Go to your Apps catalog in Cobalt > Search for Capsule CRM > Settings > Use your credentials > Callback Url > Copy it.
  4. Enter the App Name and Description > Paste the Callback Url under Redirect URL > Provide a Contact Email > Choose Web Application as Application Type and click on Save.
Capsule CRM App setup
  1. Copy the Client ID and Client Secret displayed in the App.
Getting Credentials

​
Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

​
Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Capsule CRM actions and triggers. Following are the set of Capsule CRM actions and triggers supported by Cobalt.
  1. Create Entry - Create a new entry in Capsule CRM.
  2. Update Entry - Update an entry in Capsule CRM.
  3. Delete Entry - Delete an entry in Capsule CRM.
  1. Create Opportunity - Create a new opportunity in Capsule CRM.
  2. Update Opportunity - Update an opportunity in Capsule CRM.
  3. Delete Opportunity - Delete an opportunity in Capsule CRM.
  1. Create Party - Create a new party in Capsule CRM.
  2. Update Party - Update a party in Capsule CRM.
  3. Delete Party - Delete a party in Capsule CRM.
  1. Create Project - Create a new project in Capsule CRM.
  2. Update Project - Update a project in Capsule CRM.
  3. Delete Project - Delete a project in Capsule CRM.
  1. Create Task - Create a new taskn in Capsule CRM.
  2. Update Task - Update a task in Capsule CRM.
  3. Delete Task - Delete a task in Capsule CRM.
  1. HTTP Request - Make HTTP API calls to any Capsule CRM documented REST APIs.