--- title: "Connect Adyen and Capsule CRM - APIANT.ai" description: "When \"New payment authorisation\" fires in Adyen, your agent runs \"Add Task\" in Capsule CRM, or \"New case\" in Capsule CRM to \"Add payment\" in Adyen." canonical: "https://apiant.ai/connect/adyen-to-capsule-crm" --- # Connect Adyen and Capsule CRM When **New payment authorisation** fires in [Adyen](https://apiant.ai/connections/adyen), your agent runs **Add Task** in [Capsule CRM](https://apiant.ai/connections/capsule-crm), or **New case** in Capsule CRM to **Add payment** in Adyen. Describe the whole flow and it is built, tested on every scenario and kept running. Adyen **2** triggers Adyen **10** actions Capsule CRM **8** triggers Capsule CRM **62** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Adyen and Capsule CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any 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 Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Adyen and Capsule CRM can do together ### From Adyen to Capsule CRM - When **New payment authorisation** in Adyen then **Add Task** in Capsule CRM - When **New refund** in Adyen then **Create a new task for organization** in Capsule CRM ### From Capsule CRM to Adyen - When **New case** in Capsule CRM then **Add payment** in Adyen - When **New opportunity** in Capsule CRM then **Add payment link** in Adyen 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 Adyen and Capsule CRM ## Triggers and actions 10 triggers ยท 72 actions - Trigger **New payment authorisation** Webhook AUTHORISATION: result of authorisation request. - Trigger **New refund** Webhook REFUND: result of refund request. - Action **Add payment** Starts a payment (authorisation) in Adyen Checkout for the given amount, payment method and merchant account, and returns the payment's PSP reference and result code. - Action **Add payment link** Creates an Adyen Pay by Link payment link that a shopper can open to pay the given amount. - Action **Cancel payment** Cancels an authorised payment that has not been captured yet, releasing the funds back to the shopper. The final outcome arrives later in Adyen's CANCELLATION webhook. - Action **Capture payment** Captures an authorised payment (full or partial amount). Adyen processes the capture asynchronously: the response always has status "received" and the final outcome arrives later in a CAPTURE webhook. - Action **Delete stored payment method** Deletes (disables) a shopper's stored payment details token in Adyen. - Action **Get payment link** Retrieves the details of a payment link, including its amount, status (active, completed, expired or paymentPending), url and expiry. - Action **List payment methods** Retrieves the payment methods available for a transaction, based on details such as amount, country and currency, plus the shopper's stored payment methods when a shopper reference is given. - Action **List stored payment methods** Lists the tokens for payment details stored for a shopper, with a summary of each stored card or account. - Action **Refund payment** Refunds a captured Adyen payment, fully or partially. Adyen acknowledges the request immediately; the final outcome arrives later in a REFUND notification. - Action **Update payment link** Updates the status of an Adyen payment link. Adyen only allows setting the status to expired, which forces the link to expire so shoppers can no longer pay with it. - Trigger **List projects** list projects (cases/kases), surfacing new ones over time - Trigger **List tasks** list tasks, surfacing new ones over time - Trigger **New case** Polls for newly created cases in Capsule CRM. - Trigger **New opportunity** Polls for newly created opportunities in Capsule CRM. - Trigger **New organization** Polls for newly created organizations in Capsule CRM. - Trigger **New person** Polls for newly created people in Capsule CRM. - Trigger **New task** Polls for newly created tasks in Capsule CRM. - Trigger **New user** Polls for newly created user accounts in Capsule CRM. - Action **Add additional party to opportunity** add an additional party to an opportunity - Action **Add Task** Add a task in Capsule CRM, optionally linked to a party. - Action **Complete a task** Marks a task as completed in Capsule CRM. - Action **Create a case** Creates a new case (kase) in Capsule CRM, optionally linked to a party. - Action **Create a new task for organization** This action creates a new task for the specified organization. - Action **Create an open case for organization** This action creates a new open case for the specified organization. - Action **Create an open case for person** This action creates a new open case for the specified person. - Action **Create an organization** Creates a new organization party in Capsule CRM. - Action **Create a note** Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM. - Action **Create a person** Creates a new person party in Capsule CRM. - Action **Create a tag for organization** This action creates a new tag for the specified organization. - Action **Create a tag for person** This action creates a new tag for the specified person. - Action **Create entry** create an activity entry - Action **Create opportunity** create an opportunity - Action **Create party** create a party (person or organization) - Action **Create project** create a project (case) - Action **Create tag** create a tag for an entity type - Action **Delete a party** Deletes a party by id in Capsule CRM. - Action **Delete entry** delete an activity entry - Action **Delete opportunity** delete an opportunity - Action **Delete project** delete a project - Action **Delete tag** delete a tag - Action **Delete task** delete a task - Action **Get Party** Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id. - Action **List additional parties for opportunity** list additional parties on an opportunity - Action **List cases** Lists cases (kases) in Capsule CRM. - Action **List deleted opportunities** list deleted opportunities - Action **List deleted parties** list deleted parties - Action **List deleted projects** list deleted projects - Action **List employees of party** list people employed at an organization party - Action **List entries by date** list activity entries by date - Action **List entries for entity** list activity entries for a party/opportunity/project - Action **List opportunities** Lists sales opportunities in Capsule CRM. - Action **List opportunities by party** list opportunities for a party - Action **List parties** Lists parties (people and organizations) in Capsule CRM. - Action **List projects associated with opportunity** list projects associated with an opportunity - Action **List projects by party** list projects for a party - Action **List tags** list tags for an entity type - Action **List teams** list teams - Action **List tracks for entity** list tracks for an entity - Action **List users** list users - Action **Remove additional party from opportunity** remove an additional party from an opportunity - Action **Run filter query** run a saved/ad-hoc filter query for an entity - Action **Search opportunities** search opportunities - Action **Search parties** Searches parties by a free-text query in Capsule CRM. - Action **Search projects** search projects - Action **Show current user** get the authenticated user - Action **Show entry** retrieve an activity entry by ID - Action **Show opportunity** retrieve an opportunity by ID - Action **Show project** retrieve a project by ID - Action **Show site config** get account/site configuration - Action **Show tag** retrieve a tag by ID - Action **Show task** retrieve a task by ID - Action **Show user** retrieve a user by ID - Action **Update entry** update an activity entry - Action **Update opportunity** update an opportunity - Action **Update party** update a party - Action **Update project** update a project - Action **Update tag** update a tag - Action **Update task** update a task - Action **Update user** update a user - Action **Upload attachment** upload an attachment ## Each app on its own - [ **Adyen** Payment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...](https://apiant.ai/connections/adyen) - [ **Capsule CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connections/capsule-crm) Reviews ## What our customers say ## More from Adyen - [ **Adyen to Gravity Forms** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connect/adyen-to-gravity-forms) - [ **Adyen to BigML** BigML is a machine learning platform for building, evaluating, and running predictive models.](https://apiant.ai/connect/adyen-to-bigml) - [ **Adyen to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/adyen-to-erpnext) - [ **Adyen to Gift Up!** Gift Up! is a digital gift card system for your website or Facebook page.](https://apiant.ai/connect/adyen-to-gift-up) - [ **Adyen to Google Slides** Google Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...](https://apiant.ai/connect/adyen-to-google-slides) - [ **Adyen to Rocketlane** Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver...](https://apiant.ai/connect/adyen-to-rocketlane) ## More into Capsule CRM - [ **Slack to Capsule CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-capsule-crm) - [ **ActiveCampaign to Capsule CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-capsule-crm) - [ **Asana to Capsule CRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-capsule-crm) - [ **PagerDuty to Capsule CRM** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connect/pagerduty-to-capsule-crm) - [ **Beanstalk to Capsule CRM** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/beanstalk-to-capsule-crm) - [ **BigML to Capsule CRM** BigML is a machine learning platform for building, evaluating, and running predictive models.](https://apiant.ai/connect/bigml-to-capsule-crm) Questions ## Adyen and Capsule CRM, answered ### ### What can start an automation from Adyen? Any of Adyen's 2 triggers in the catalog, including New payment authorisation and New refund. 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 Adyen? Any of Capsule CRM's 62 actions, including Create a case, Create a new task for organization, Create an open case for organization and Create an open case for person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Capsule CRM to Adyen? Yes. When something happens in Capsule CRM, your agent can act in Adyen too. This page covers both directions: Capsule CRM's triggers and Adyen's actions are listed here as well. ### ### Do I have to build a connector for Adyen 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. ### ### Can my AI client use Adyen and Capsule CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.