--- title: "Connect Asana and Capsule CRM - APIANT.ai" description: "When \"Completed task in project\" fires in Asana, your agent runs \"Add Task\" in Capsule CRM, or \"New case\" in Capsule CRM to \"Create new task\" in Asana." canonical: "https://apiant.ai/connect/asana-to-capsule-crm" --- # Connect Asana and Capsule CRM When **Completed task in project** fires in [Asana](https://apiant.ai/connections/asana), your agent runs **Add Task** in [Capsule CRM](https://apiant.ai/connections/capsule-crm), or **New case** in Capsule CRM to **Create new task** in Asana. Describe the whole flow and it is built, tested on every scenario and kept running. Asana **10** triggers Asana **24** 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 Asana 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) Asana holds the work; Capsule CRM holds the customer record. Connecting them means a new opportunity or case in Capsule CRM can open the matching Asana project or task, and finished Asana work can close the related Capsule CRM task or leave a note on the party. Owners, linked parties and case details carry across instead of being retyped. Example flows ## What Asana and Capsule CRM can do together ### From Asana to Capsule CRM - When **Completed task in project** in Asana then **Add Task** in Capsule CRM - When **New comment on task** in Asana then **Complete a task** in Capsule CRM ### From Capsule CRM to Asana - When **New case** in Capsule CRM then **Create new task** in Asana - When **New opportunity** in Capsule CRM then **Add tag to task** in Asana 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 Asana and Capsule CRM ## Triggers and actions 18 triggers ยท 86 actions - Trigger **Completed task in project** Triggered when any task is completed in the selected project. - Trigger **New comment on task** Triggered when any new comment is made to the selected task. - Trigger **New or updated task in project** Triggered when any task is added or updated in the specified project in the specified workspace. - Trigger **New project in workspace** Triggered when a new project is added to the selected workspace. - Trigger **New story on task** Triggered when any new story is made to the selected task. - Trigger **New tag in workspace** Triggered when a new tag is added to the selected workspace. - Trigger **New task assigned to you in workspace** Triggered when a task is assigned to you in the selected workspace. - Trigger **New team in workspace** Triggered when a new team is added to the selected workspace. - Trigger **New user** Triggered when a new user is created. - Trigger **New workspace** Triggered when a new workspace is created. - Action **Add attachment** Upload an attachment to a task. - Action **Add tag to task** Adds an existing tag to a task. - Action **Add task to section** Moves a task into a section of a project. - Action **Associate task to project** Associates a newly created task to a specified project in the specified workspace. - Action **Complete task** Marks a task as completed. - Action **Create new comment** Creates a new comment on the specified task. - Action **Create new project** Creates a new project in the specified workspace. - Action **Create new task** Creates a new task in a workspace or project. - Action **Create section in project** Creates a new section within a project. - Action **Create subtask** Creates a subtask under an existing parent task. - Action **Delete comment** Delete a comment (story) by gid. - Action **Delete project** Delete a project by gid. - Action **Delete task** Permanently deletes a task. - Action **Duplicate task** Creates a copy of an existing task. - Action **Find tasks in project** Returns the tasks belonging to a project. - Action **Get project** Fetch a single project by its gid. - Action **Get task by ID** Returns a single task's details by its ID. - Action **Get user** Fetch a single user by gid (or 'me'). - Action **List attachments** List attachments on a task. - Action **List projects** List projects in a workspace, optionally filtered by team. - Action **List users** List users in a workspace. - Action **Remove tag from task** Removes a tag from a task. - Action **Update project** Update a project's fields (name, notes, due date, etc). - Action **Update task** Updates an existing task's fields. - 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 - [ **Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connections/asana) - [ **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 Asana - [ **Asana to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/asana-to-hubspot) - [ **Asana to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/asana-to-salesforce) - [ **Asana to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/asana-to-slack) - [ **Asana to Google Sheets** Google Sheets](https://apiant.ai/connect/asana-to-google-sheets) - [ **Asana to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/asana-to-google-calendar) - [ **Asana to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/asana-to-google-drive) ## 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) - [ **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) - [ **Bitly to Capsule CRM** Bitly is a link-management platform for shortening, branding, and tracking URLs.](https://apiant.ai/connect/bitly-to-capsule-crm) Questions ## Asana and Capsule CRM, answered ### ### Can a new deal in Capsule CRM start the delivery work in Asana? Yes. The New opportunity trigger in Capsule CRM can look up the linked party with Get Party, then create a project in Asana, add a section to it, and write a note back on the opportunity so the sales side can see what was set up. ### ### Does work finished in Asana show up on the Capsule CRM record? It can. A completed task in an Asana project can mark the matching Capsule CRM task complete, and a new comment on an Asana task can be saved as a note on the linked person, organization or case. ### ### What can start an automation from Asana? Any of Asana's 10 triggers in the catalog, including Completed task in project, New comment on task, New or updated task in project and New project in workspace. 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 Asana? Any of Capsule CRM's 62 actions, including Complete a task, Create a note, Get Party 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 Asana? Yes. When something happens in Capsule CRM, your agent can act in Asana too. This page covers both directions: Capsule CRM's triggers and Asana's actions are listed here as well. ### ### Do I have to build a connector for Asana 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 Asana 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.