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

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Pre-requisites

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

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Required Settings

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

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Creating an app in Capsule

To create a Capsule app and aquire 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.
  1. Copy the Client ID and Client Secret displayed in the App.

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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.

Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials. However, if you wish to use your own application, select Use your own credentials. Provide the aquired Client Id and Client secret and save it.

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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.

SetupConnect