Integration
Connect Bidsketch and Capsule CRM
When New Client fires in Bidsketch, your agent runs Add Task in Capsule CRM, or New case in Capsule CRM to Create Client in Bidsketch. Describe the whole flow 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 Bidsketch and Capsule CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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)Example flows
What Bidsketch and Capsule CRM can do together
From Bidsketch to Capsule CRM
When New Client in Bidsketch
then Add Task in Capsule CRM
From Capsule CRM to Bidsketch
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 Bidsketch and Capsule CRM
Triggers and actions 11 triggers · 77 actions
- New Client
Triggers when a new client is added in Bidsketch.
- New Proposal
Triggers when a new proposal is created in Bidsketch.
- Proposal Status Changed
Triggers when a Bidsketch proposal's status changes, such as to Viewed, Accepted or Declined.
- Add Fee to Proposal
Adds a fee line to a Bidsketch proposal, either required or optional.
- Add Section to Proposal
Adds an opening or closing content section to a Bidsketch proposal.
- Create a Proposal
Creates a new draft proposal in Bidsketch for an existing client.
- Create Client
Creates a new client in Bidsketch with contact name, email and optional company, phone and address details.
- Create Fee
Creates a saved fee in the Bidsketch account's fee library.
- Create Proposal from Template
Creates a new Bidsketch proposal for a client from one of the account's templates.
- Delete Client
Deletes a Bidsketch client together with all of its proposals.
- Delete Proposal
Deletes a Bidsketch proposal and its content.
- Get Client
Returns one Bidsketch client with its contact and address details.
- Get Proposal
Returns one Bidsketch proposal with its status, totals and client.
- List Clients
Returns a page of Bidsketch clients.
- List Proposals
Returns a page of Bidsketch proposals.
- List Templates
Returns the proposal templates in the Bidsketch account.
- Update Client
Updates a Bidsketch client's contact details; only the fields you fill in change.
- Update Proposal
Updates a Bidsketch proposal's name, description, date or currency; only filled fields change.
- 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
Bidsketch and Capsule CRM, answered
What can start an automation from Bidsketch?
Any of Bidsketch's 3 triggers in the catalog, including New Client, New Proposal and Proposal Status Changed. 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 Bidsketch?
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 Bidsketch?
Yes. When something happens in Capsule CRM, your agent can act in Bidsketch too. This page covers both directions: Capsule CRM's triggers and Bidsketch's actions are listed here as well.
Do I have to build a connector for Bidsketch 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 Bidsketch 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.