Integration
Connect ActiveCampaign and Capsule CRM
When something happens in ActiveCampaign or Capsule CRM, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ActiveCampaign and Capsule CRM to do together?
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https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
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claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)ActiveCampaign holds the email activity and tags; Capsule CRM holds the people, organizations and opportunities your sales team works from. Connecting them means a tag or new deal in ActiveCampaign can open the matching record in Capsule CRM, and new people or organizations in Capsule CRM can arrive as contacts and accounts in ActiveCampaign.
Example flows
What ActiveCampaign and Capsule CRM can do together
From ActiveCampaign to Capsule CRM
When Contact unsubscribed from list in ActiveCampaign
then Add Task in Capsule CRM
From Capsule CRM to ActiveCampaign
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ActiveCampaign and Capsule CRM
Triggers and actions 27 triggers · 146 actions
- Contact unsubscribed from list
Fires instantly when a contact unsubscribes from a list. Self-registers an ActiveCampaign webhook for the 'unsubscribe' event.
- Deal task completed
Fires instantly when a deal task is completed.
- Email opened
Fires instantly when a contact opens an email. Self-registering ActiveCampaign webhook on the 'open' event.
- Link clicked in email
Fires instantly when a contact clicks a link in an email. Self-registers an ActiveCampaign webhook for the click event.
- New contact
Polling trigger. Fires when a new contact is created, newest first.
- New contact added to list
Triggers when a new contact is added to a list.
- New deal
Polling trigger. Fires when a new deal is created, newest first.
- New deal task
Fires instantly when a new deal task is created.
- New list
Polling trigger. Fires when a new list is created, newest first.
- New note
Triggered when a new note is created.
- New or updated contact
Polling trigger. Fires when a contact is created or updated, by most-recent update.
- New or updated deal
Triggers on a new or updated deal.
- New or updated deal (instant)
Triggers when a new deal is created or an existing deal is updated.
- New tag
Polling trigger. Fires when a new tag is created, newest first.
- New task
Triggered when a new task is created.
- Tag added to contact
Triggers when a tag is added to a contact.
- Tag removed from contact
Fires instantly when a tag is removed from a contact.
- Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Two-way sync new or updated deals
A trigger for two-way syncing new and updated deals, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Add account
Adds a new account (organization).
- Add contact
Adds a new contact.
- Add contact to automation
Adds a contact to an automation by contact ID and automation ID.
- Add contact to list
Subscribes a contact to a list (status 1) or unsubscribes (status 2) via contactLists.
- Add contact via mapped list
Adds (upserts) a contact with mapped fields and the target list id. Ports the dev v1 subscriber_add op to the AC v3 contact/sync endpoint.
- Add custom contact object record
Adds a record for the specified contact custom object to the specified contact.
- Add deal
Adds a new deal.
- Add deal via mappings
Adds a new deal, accepting pipeline and stage by name (mapped) plus standard deal fields.
- Add list
Creates a new list.
- Add note to contact
Adds a note to a contact.
- Add or update contact by email
Adds a new contact, or updates the existing contact if the email already exists (sync endpoint).
- Add tag
Creates a new tag.
- Add tag to contact
Adds an existing tag to a contact by tag ID and contact ID.
- Add task
Adds a new task in ActiveCampaign
- Bulk import contacts
Import many contacts in one call with tags/list membership.
- Clear contact custom field value
Clears (empties) the value of the specified custom field for the specified contact.
- Create abandoned cart
Creates an abandoned cart record via the Deep Data e-commerce integration (ecomOrders with abandonedDate).
- Create account association
Creates an account association with a contact ID.
- Create a deal note
Add a note to a deal.
- Create a deal stage
Creates a new deal stage in the specified pipeline.
- Create a deal stage by mapped pipeline
Creates a new deal stage in the mapped pipeline.
- Create an ecommerce customer
Create a Deep Data ecommerce customer linking a contact to a store.
- Create an ecommerce order
Create a Deep Data ecommerce order record.
- Create a note
Create a free-text note attached to a CRM object.
- Create an SMS broadcast
Create a new SMS broadcast message to a recipient list.
- Create a pipeline
Creates a new pipeline (deal group) in ActiveCampaign.
- Create a secondary contact
Associate an additional contact with a deal.
- Create or update custom-object record
Upsert a custom-object (schema) record.
- Delete contact
Deletes a contact by ID.
- Delete custom contact object record
Deletes a record from the specified custom contact object.
- Delete deal
Deletes an existing deal.
- Delete deal stage
Deletes an existing deal stage.
- Delete list
Deletes a list by ID.
- Delete note
Delete a note by ID.
- Delete tag
Deletes a tag by ID.
- Delete task
Deletes a task by ID in ActiveCampaign
- Duplicate campaign
Duplicates an ActiveCampaign campaign by ID
- Edit campaign
Edits an existing campaign in ActiveCampaign
- Find account by name
Finds an existing account by name. Returns matching accounts.
- Find contact by custom field
Finds an existing contact by the value of a custom field. Provide the custom field's numeric ID and the value to search for.
- Find contacts by custom field
Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "Get contact" action to fetch a contact's details.
- Find deal by title
Finds an existing deal by title. An error occurs if a single exact match is not found.
- Find user by email
Finds an existing user by email. An error occurs if a matching user is not found.
- Get account
Returns account info for the specified account ID.
- Get all deal stages from specified pipeline
Get all deal stages belonging to a pipeline, looked up by pipeline name. Returns each stage's title (Stage name) and id (Stage ID).
- Get automation
Fetches an automation by ID. An error occurs if the automation is not found.
- Get campaign
Retrieves a single campaign from ActiveCampaign by its ID.
- Get contact
Get contact by ID. An error occurs if the contact is not found.
- Get contact by email
Returns full contact details for the specified email address. An error occurs if the contact is not found.
- Get contact's deals
Returns all deals associated with the specified contact.
- Get contact's lists
Returns all lists the specified contact belongs to.
- Get contact's tags
Returns all tags associated with the specified contact.
- Get deal
Returns deal info for the specified deal ID.
- Get form
Retrieve a single ActiveCampaign form by its ID.
- Get list
Returns a single contact list by its id, including its name, sender information and subscriber counts.
- Get note
Retrieve a single note by its ID.
- Get score
Retrieve a single lead/contact scoring rule by its ID.
- Get segment
Retrieve a single ActiveCampaign segment by ID.
- Get tag
Fetches a tag by ID. An error occurs if the tag is not found.
- Get task
Retrieves a task by ID from ActiveCampaign
- List all campaigns
List email campaigns.
- List all pipelines
List deal pipelines.
- List all scores
List the account's lead/contact scoring rules.
- List all stages
List deal pipeline stages.
- List all tasks
List CRM tasks.
- List automations
Returns a paginated list of all automations.
- List contacts
Returns a paginated list of all contacts.
- List custom contact object records
Returns a paginated list of all records for the specified custom contact object.
- List deals
Returns a paginated list of all deals.
- List lists
Returns a paginated list of all contact lists.
- List tags
Returns a paginated list of all tags.
- Move deal to another stage
Move a deal to a different pipeline stage.
- Remove contact from automation
Removes a contact from an automation by deleting the contact automation record.
- Remove contact from list
Removes a contact from the specified list.
- Remove tag from contact
Removes a tag from a contact by the contactTag association ID.
- Remove tags from contact
Removes the provided tags (by name, comma-separated) from a contact identified by email or contact ID.
- Set automation status
Enables or disables an automation. Set status to '1' to enable or '0' to disable.
- Set custom field value for contact
Create or update a contact's custom field value.
- Set deal currency custom field value
Set the value for a deal's custom field of the "currency" type
- Update account
Updates the specified account.
- Update contact
Updates an existing contact having the specified ID.
- Update deal
Updates an existing deal.
- Update tag
Updates an existing tag.
- Update task
Updates a task by ID in ActiveCampaign
- List projects
list projects (cases/kases), surfacing new ones over time
- List tasks
list tasks, surfacing new ones over time
- New case
Polls for newly created cases in Capsule CRM.
- New opportunity
Polls for newly created opportunities in Capsule CRM.
- New organization
Polls for newly created organizations in Capsule CRM.
- New person
Polls for newly created people in Capsule CRM.
- New task
Polls for newly created tasks in Capsule CRM.
- New user
Polls for newly created user accounts in Capsule CRM.
- Add additional party to opportunity
add an additional party to an opportunity
- Add Task
Add a task in Capsule CRM, optionally linked to a party.
- Complete a task
Marks a task as completed in Capsule CRM.
- Create a case
Creates a new case (kase) in Capsule CRM, optionally linked to a party.
- Create a new task for organization
This action creates a new task for the specified organization.
- Create an open case for organization
This action creates a new open case for the specified organization.
- Create an open case for person
This action creates a new open case for the specified person.
- Create an organization
Creates a new organization party in Capsule CRM.
- Create a note
Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
- Create a person
Creates a new person party in Capsule CRM.
- Create a tag for organization
This action creates a new tag for the specified organization.
- Create a tag for person
This action creates a new tag for the specified person.
- Create entry
create an activity entry
- Create opportunity
create an opportunity
- Create party
create a party (person or organization)
- Create project
create a project (case)
- Create tag
create a tag for an entity type
- Delete a party
Deletes a party by id in Capsule CRM.
- Delete entry
delete an activity entry
- Delete opportunity
delete an opportunity
- Delete project
delete a project
- Delete tag
delete a tag
- Delete task
delete a task
- Get Party
Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
- List additional parties for opportunity
list additional parties on an opportunity
- List cases
Lists cases (kases) in Capsule CRM.
- List deleted opportunities
list deleted opportunities
- List deleted parties
list deleted parties
- List deleted projects
list deleted projects
- List employees of party
list people employed at an organization party
- List entries by date
list activity entries by date
- List entries for entity
list activity entries for a party/opportunity/project
- List opportunities
Lists sales opportunities in Capsule CRM.
- List opportunities by party
list opportunities for a party
- List parties
Lists parties (people and organizations) in Capsule CRM.
- List projects associated with opportunity
list projects associated with an opportunity
- List projects by party
list projects for a party
- List tags
list tags for an entity type
- List teams
list teams
- List tracks for entity
list tracks for an entity
- List users
list users
- Remove additional party from opportunity
remove an additional party from an opportunity
- Run filter query
run a saved/ad-hoc filter query for an entity
- Search opportunities
search opportunities
- Search parties
Searches parties by a free-text query in Capsule CRM.
- Search projects
search projects
- Show current user
get the authenticated user
- Show entry
retrieve an activity entry by ID
- Show opportunity
retrieve an opportunity by ID
- Show project
retrieve a project by ID
- Show site config
get account/site configuration
- Show tag
retrieve a tag by ID
- Show task
retrieve a task by ID
- Show user
retrieve a user by ID
- Update entry
update an activity entry
- Update opportunity
update an opportunity
- Update party
update a party
- Update project
update a project
- Update tag
update a tag
- Update task
update a task
- Update user
update a user
- Upload attachment
upload an attachment
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
ActiveCampaign and Capsule CRM, answered
Will a new person in Capsule CRM create a duplicate contact in ActiveCampaign?
No, the "Add or update contact by email" action in ActiveCampaign matches on the email address and updates the existing contact when one is found. A new contact is only created when that email is not already there.
Can the agent check whether someone already exists in Capsule CRM before creating them?
Yes, it can run "Search parties" in Capsule CRM with the email or name from the ActiveCampaign contact and branch on the result. Only when nothing comes back does it run "Create a person", so the following steps use the record that already exists.
What can start an automation from ActiveCampaign?
Any of ActiveCampaign's 19 triggers in the catalog, including Contact unsubscribed from list, New deal, Tag added to contact and Deal task completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Capsule CRM when something happens in ActiveCampaign?
Any of Capsule CRM's 62 actions, including Add Task, Create opportunity, Search parties and Create a case. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Capsule CRM to ActiveCampaign?
Yes. When something happens in Capsule CRM, your agent can act in ActiveCampaign too. This page covers both directions: Capsule CRM's triggers and ActiveCampaign's actions are listed here as well.
Do I have to build a connector for ActiveCampaign or Capsule CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.