Supported Actions
The following table outlines the supported actions and example prompts for our Typeform integration:
-
User and Team Management
| Action | Description | Example Prompt |
|---|
| Get Details of Current User | Retrieves information about the currently logged-in Capsule CRM user | Get my user details |
| List Teams | Retrieves a list of all teams | Show all my teams |
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Pipeline Management
| Action | Description | Example Prompt |
|---|
| List Pipelines | Retrieves a list of all pipelines. | Show all my pipelines |
| Show Pipeline | Retrieves details about a specific pipeline. | Show 'Sales' pipeline details |
| Create Pipeline | Creates a new pipeline. | Create new 'Marketing' pipeline |
| Update Pipeline | Updates an existing pipeline. | Edit 'Sales' pipeline |
| Archive Pipeline | Archives a pipeline, removing it from active use. | Archive 'Sales' pipeline |
| Restore Pipeline | Restores an archived pipeline. | Restore 'Sales' pipeline |
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Milestone Management
| Action | Description | Example Prompt |
|---|
| List Milestones | Retrieves a list of all milestones. | Show all milestones |
| List Pipeline Milestones | Retrieves a list of milestones for a specific pipeline | List 'sales' pipeline milestones |
| Show Milestone | Retrieves details about a specific milestone | Show 'Launch Product' milestone details |
| Create Milestone | Creates a new milestone | Create new 'Review Feedback' milestone |
| Delete Milestone | Deletes a milestone | Delete 'Review Feedback' milestone |
| Update Milestone | Updates an existing milestone | Update ''Review Feedback' milestone |
-
Lost Reasons Management
| Action | Description | Example Prompt |
|---|
| Show Lost Reason | Retrieves details about a specific lost reason | Show 'Project K' lost reason details |
| List Lost Reasons | Retrieves a list of all lost reasons. | Show all lost reasons |
| Create Lost Reason | Creates a new lost reason. | Create new lost reason 'Financial Constraints' |
| Delete Lost Reason | Deletes a lost reason. | Delete 'Project K' lost reason |
-
Board Management
| Action | Description | Example Prompt |
|---|
| List Boards | Retrieves a list of all boards. | Show all boards |
| Show Board | Retrieves details about a specific board. | Show 'Marketing' board details |
| Create Board | Creates a new board | Create new 'Finance' board |
| Archive Board | Archives a board, removing it from active use | Archive 'Finance' board |
| Restore Board | Restores an archived board | Restore 'Finance' board |
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Stage Management
| Action | Description | Example Prompt |
|---|
| List Stages | Retrieves a list of all stages. | Show all stages |
| List Board Stages | Retrieves a list of stages for a specific board. | Show board stages for 'Finance' |
| Show Stage | Retrieves details about a specific stage. | Show 'planning' stage details of 'Finance' board |
-
Party and Employee Management
| Action | Description | Example Prompt |
|---|
| List Parties | Retrieves a list of all parties. | List all parties |
| Show Party | Retrieves details about a specific party. | Show 'Dealer' party details |
| List Employees | Retrieves a list of all employees | List employees |
| Delete Party | Deletes a party | Delete 'Dealer' party |
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Opportunity Management
| Action | Description | Example Prompt |
|---|
| List Opportunities Employees | Retrieves a list of all employees from Opportunity. | List employees |
| List Opportunities | Retrieves a list of all opportunities. | List opportunities |
| List Opportunities by Party | Retrieves a list of opportunities for a specific party. | List opportunities for 'Dealer' party |
| Show Opportunity | Retrieves details about a specific opportunity. | Show opportunity details |
| Search Opportunities | Searches for opportunities based on keywords or filters. | Search for 'marketer' opportunities |
| Delete Opportunity | Deletes an opportunity. | Delete opportunity |
-
Project Management
| Action | Description | Example Prompt |
|---|
| List Projects | Retrieves a list of all projects. | Show all projects |
| Search Project | Searches for projects based on keywords or filters. | Search 'Ecommerce' projects |
| Show Project | Retrieves details about a specific project. | Show Ecommerce project details |
| Create Project | Creates a new project. | Create new 'Electronics' project |
| Delete Project | Deletes a project. | Delete project |
-
Task Management
| Action | Description | Example Prompt |
|---|
| List Tasks | Retrieves a list of all tasks. | Show all tasks |
| Delete Tasks | Deletes one or more tasks. | Delete 'Create Mobile Feature' task |
| Show Task | Retrieves details about a specific task. | Show 'Create Mobile Feature' task details |
