Capsule

Follow the below steps to connect to the Capsule API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Capsule as the Integration Provider.

Step 2. Connect to the Capsule API

1. Click on your profile dropdown on the top-right of the screen, and select My Preferences.
2. Click the API Authentication Tokens button.
3. Click the Generate new API token button.
4. Copy the API Key from Capsule and paste in the API Key in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.