Integration
Connect Bitly and Capsule CRM
When New Bitlink in Group fires in Bitly, your agent runs Add Task in Capsule CRM, or New case in Capsule CRM to Update a User in Bitly. 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 Bitly 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)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)Bitly and Capsule CRM together give sales teams trackable links on the records they already work from. New opportunities, cases and organizations in Capsule CRM can produce Bitlinks and QR codes in Bitly, and new Bitlinks or QR codes in a Bitly group can be written back as notes and tasks on the right Capsule CRM record.
Example flows
What Bitly and Capsule CRM can do together
From Bitly to Capsule CRM
When New Bitlink in Group in Bitly
then Add Task in Capsule CRM
From Capsule CRM to Bitly
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 Bitly and Capsule CRM
Triggers and actions 16 triggers · 87 actions
- New Bitlink in Group
Triggers when a new Bitlink appears in the group.
- New Branded Short Domain
Triggers when a new branded short domain is added.
- New Channel
Triggers when a new channel is created.
- New Group
Triggers when a new group is created.
- New Organization
Triggers when a new organization is created.
- New QR Code in Group
Triggers when a new QR code appears in the group.
- New Sorted Bitlink in Group
Triggers when a new Bitlink appears in the group's sorted ranking.
- New Tag in Group
Triggers when a new tag appears in the group.
- Add Custom Bitlink
create a custom (branded) Bitlink
- Bulk update bitlinks
bulk update Bitlinks in a group
- Create an inline CSV export for a group
create an inline CSV export for a group
- Create Bitlink
Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain.
- Delete a Bitlink
delete a Bitlink
- Expand Bitlink
Returns the long destination URL for a Bitlink ID.
- Generate a static QR Code image
generate a static QR code image
- Get Group Limit Usage
Returns a Bitly group's current feature limit usage, with the count used for each limit.
- Get Plan Limits
Returns all plan limits and their current usage counts for a Bitly organization.
- Get Platform Limits
Returns the organization's platform limits and current usage counts per API endpoint.
- Get QR Code Image
Fetches a QR code's rendered image by QR code ID. The image is saved to APIANT temporary storage and returned as a file reference, so it can be emailed, uploaded or attached in a later step. An error occurs if the QR code is not found.
- Get Top Links and QR Codes by Engagement
Returns a group's top-performing bitlinks and decoupled QR codes ranked by engagement count over a chosen reporting window.
- Retrieve Bitlink
Fetches the details of a single Bitlink by its ID.
- Retrieve Custom Bitlink
Returns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details — destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found.
- Retrieve Group
Fetches a single Bitly group (workspace) by its GUID, returning the group's name, organization, role, status, and branded short domains. An error occurs if the group is not found.
- Retrieve Group Preferences
Fetches the preferences for a single Bitly group (workspace) by its GUID, returning the group's default short domain. An error occurs if the group is not found.
- Retrieve Organization
Fetches a single Bitly organization by its GUID, returning the organization's name, subscription tier, role, status, and branded short domains. An error occurs if the organization is not found.
- Retrieve QR Code
Returns the details of a single QR code by its ID — title, the Bitlink and destination URLs it encodes, its type, tags, and created/updated timestamps. This returns the QR code's information only, not the scannable image file; use Get QR Code Image for that. An error occurs if the QR code is not found.
- Retrieve User
Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group.
- Shorten a Link
shorten a long URL into a Bitlink
- Update a Group
update a group
- Update a QR Code
update a QR code
- Update a User
update the authenticated user
- Update Bitlink
Updates a Bitlink's title, tags, or archived state.
- Update Group Preferences
update group preferences
- 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
Bitly and Capsule CRM, answered
How does a Bitlink end up on the right Capsule CRM record?
The agent can search parties or list opportunities and cases in Capsule CRM to find the record the link belongs to, then create a note or task against it. If no matching record is found, it can hold the step rather than attach the Bitlink to the wrong party.
Can the agent use the opportunity name or owner when it builds the link?
Yes. Fields read from the Capsule CRM opportunity, such as its name, can be passed to Bitly as the Bitlink title, and the owner on the record can be used when adding a follow-up task. The agent tests every scenario, including records with no linked party, before it goes live.
What can start an automation from Bitly?
Any of Bitly's 8 triggers in the catalog, including New Bitlink in Group, New QR Code in Group, New Branded Short Domain and New Channel. 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 Bitly?
Any of Capsule CRM's 62 actions, including Add Task, Create a note, Create a case and Create a new task for organization. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Capsule CRM to Bitly?
Yes. When something happens in Capsule CRM, your agent can act in Bitly too. This page covers both directions: Capsule CRM's triggers and Bitly's actions are listed here as well.
Do I have to build a connector for Bitly 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 Bitly 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.