Capsule

Connect Capsule to collect crm evidence with automated compliance tests, switched on per workspace.

Connect with an API token

1. In Capsule:

   1. In Capsule, go to My Preferences › API Authentication Tokens.
   2. Generate a new token.
   3. Copy the token and paste it into Access token.

   Capsule's public documentation does not cover every step.

   Capsule's docs give the page location but not the button label, whether a personal token can be limited to a scope (the read, read write and read_user_preference scopes are documented for OAuth 2), or whether the token is shown only once. Create it as a user who can see all users.

   Source: developer.capsulecrm.com, checked 2026-10-07.

2. On Compliance › Connectors, open Capsule, click Connect, choose API token and fill in:

   Field	What to enter
   Access token	Required. Stored encrypted and never shown again.

3. Click Connect with token.

Frameworks

Safeguard's automated tests read Capsule and map to the controls below. When a test passes, the result is evidence toward each control it maps to, in every framework listed. It is evidence toward a control, not proof that the control is met on its own.

These tests are switched on per workspace by the Safeguard team.

Related

• CRM connectors
• Compliance connectors: how connecting works, card statuses and multiple accounts
• Connector setup reference: every connector in one table
• Frameworks and connectors: how connectors provide evidence for frameworks