Start with OAuth
CRM & Sales

Capsule CRM OAuth Integration

Connect Capsule CRM to your application without building and maintaining the OAuth flow.

Capsule is a CRM for small and growing businesses. Each user connects their own Capsule CRM account through your OAuth app. Pathfix manages the authorization flow, stores and refreshes their tokens, and authenticates the requests your application makes to the Capsule CRM API. What your integration does with that access is up to your code.

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How Pathfix helps

  • 01

    OAuth authorization

    Pathfix runs the authorization flow with your Capsule CRM OAuth app, so users approve access on Capsule CRM’s own consent screen.

  • 02

    Token management

    Each user’s access and refresh tokens are stored by Pathfix rather than in your application.

  • 03

    Token refresh

    Where Capsule CRM issues refresh tokens, Pathfix refreshes them as they expire, so connections keep working after the first authorization.

  • 04

    Authenticated API passthrough

    Your application sends Capsule CRM API requests through Pathfix, which adds the connected user’s credentials before passing them on to Capsule CRM.

You own the Capsule CRM OAuth application and its credentials, and your code implements the API logic.

Passthrough endpoint for Capsule CRMPOST https://labs.pathfix.com/oauth/method/capsulecrm/call

How to get started

  1. 1

    Register your app with Capsule CRM

    Create an app in Capsule CRM’s developer settings to get a Client ID and Client Secret. When asked for a redirect URI, enter https://labs.pathfix.com/integrate/command.

  2. 2

    Add the credentials in Pathfix

    In your Pathfix account, add an application, select Capsule CRM from the providers and enter the Client ID and Client Secret.

  3. 3

    Choose your scopes

    Add only the scopes your integration needs. Capsule CRM’s developer documentation lists what each scope allows.

  4. 4

    Test the connection

    Use Test Connection to connect an account in the API Playground and run a sample call.

  5. 5

    Let your users authorize

    Add the connect step to your app. Each user signs in to Capsule CRM and approves the scopes you requested.

  6. 6

    Call the Capsule CRM API

    Send requests through the Pathfix passthrough API using the provider reference capsulecrm.

Documentation

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