--- title: "Connect Azure Key Vault and Capsule CRM - APIANT.ai" description: "When \"New Secret\" fires in Azure Key Vault, your agent runs \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/azure-key-vault-to-capsule-crm" --- # Connect Azure Key Vault and Capsule CRM When **New Secret** fires in [Azure Key Vault](https://apiant.ai/connections/azure-key-vault), your agent runs **Add Task** in [Capsule CRM](https://apiant.ai/connections/capsule-crm), or **New case** in Capsule CRM to **Update Secret Properties** in Azure Key Vault. Describe the whole flow and it is built, tested on every scenario and kept running. Azure Key Vault **1** trigger Azure Key Vault **8** 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 Azure Key Vault 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 Azure Key Vault and Capsule CRM can do together ### From Azure Key Vault to Capsule CRM - When **New Secret** in Azure Key Vault then **Add Task** in Capsule CRM - When **New Secret** in Azure Key Vault then **Create a new task for organization** in Capsule CRM ### From Capsule CRM to Azure Key Vault - When **New case** in Capsule CRM then **Update Secret Properties** in Azure Key Vault - When **New opportunity** in Capsule CRM then **Set Secret** in Azure Key Vault 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 Azure Key Vault and Capsule CRM ## Triggers and actions 9 triggers · 70 actions - Trigger **New Secret** Triggers when a new secret is added to your key vault. - Action **Delete Secret** Deletes a secret and all its versions. If the vault has soft-delete on, the secret can still be recovered until it is purged. - Action **Get Deleted Secret** Returns the details of a secret that was deleted but not yet purged, including when it will be permanently removed. - Action **Get Secret** Returns a secret's value and details, either the latest version or a specific one. - Action **List Secrets** Returns the secrets in your key vault with their details (not their values). - Action **Purge Deleted Secret** Permanently removes a deleted secret so it cannot be recovered and its name can be reused. - Action **Recover Deleted Secret** Restores a deleted secret, with all its versions, before it is purged. - Action **Set Secret** Stores a secret in your key vault. If a secret with that name already exists, a new version of it is created. - Action **Update Secret Properties** Changes a secret's settings (enabled, content type, expiry, tags) without changing its value. - 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 - [ **Azure Key Vault** Cloud service for securely storing and managing secrets, encryption keys, and certificates used by...](https://apiant.ai/connections/azure-key-vault) - [ **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 Azure Key Vault - [ **Azure Key Vault to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/azure-key-vault-to-hubspot) - [ **Azure Key Vault to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/azure-key-vault-to-salesforce) - [ **Azure Key Vault to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/azure-key-vault-to-slack) - [ **Azure Key Vault to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/azure-key-vault-to-google-sheets) - [ **Azure Key Vault to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/azure-key-vault-to-gmail) - [ **Azure Key Vault to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/azure-key-vault-to-google-calendar) ## 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 ## Azure Key Vault and Capsule CRM, answered ### ### What can start an automation from Azure Key Vault? Any of Azure Key Vault's 1 trigger in the catalog, including New Secret. 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 Azure Key Vault? 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 Azure Key Vault? Yes. When something happens in Capsule CRM, your agent can act in Azure Key Vault too. This page covers both directions: Capsule CRM's triggers and Azure Key Vault's actions are listed here as well. ### ### Do I have to build a connector for Azure Key Vault 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 Azure Key Vault 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.