--- title: "Connect Bitly and Capsule CRM - APIANT.ai" description: "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." canonical: "https://apiant.ai/connect/bitly-to-capsule-crm" --- # Connect Bitly and Capsule CRM When **New Bitlink in Group** fires in [Bitly](https://apiant.ai/connections/bitly), your agent runs **Add Task** in [Capsule CRM](https://apiant.ai/connections/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. Bitly **8** triggers Bitly **25** 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 Bitly 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) 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 - When **New QR Code in Group** in Bitly then **Create a new task for organization** in Capsule CRM ### From Capsule CRM to Bitly - When **New case** in Capsule CRM then **Update a User** in Bitly - When **New opportunity** in Capsule CRM then **Add Custom Bitlink** in 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 ยท 87 actions - Trigger **New Bitlink in Group** Triggers when a new Bitlink appears in the group. - Trigger **New Branded Short Domain** Triggers when a new branded short domain is added. - Trigger **New Channel** Triggers when a new channel is created. - Trigger **New Group** Triggers when a new group is created. - Trigger **New Organization** Triggers when a new organization is created. - Trigger **New QR Code in Group** Triggers when a new QR code appears in the group. - Trigger **New Sorted Bitlink in Group** Triggers when a new Bitlink appears in the group's sorted ranking. - Trigger **New Tag in Group** Triggers when a new tag appears in the group. - Action **Add Custom Bitlink** create a custom (branded) Bitlink - Action **Bulk update bitlinks** bulk update Bitlinks in a group - Action **Create an inline CSV export for a group** create an inline CSV export for a group - Action **Create Bitlink** Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain. - Action **Delete a Bitlink** delete a Bitlink - Action **Expand Bitlink** Returns the long destination URL for a Bitlink ID. - Action **Generate a static QR Code image** generate a static QR code image - Action **Get Group Limit Usage** Returns a Bitly group's current feature limit usage, with the count used for each limit. - Action **Get Plan Limits** Returns all plan limits and their current usage counts for a Bitly organization. - Action **Get Platform Limits** Returns the organization's platform limits and current usage counts per API endpoint. - Action **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. - Action **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. - Action **Retrieve Bitlink** Fetches the details of a single Bitlink by its ID. - Action **Retrieve Custom Bitlink** Returns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details โ€” destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found. - Action **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. - Action **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. - Action **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. - Action **Retrieve QR Code** Returns the details of a single QR code by its ID โ€” 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. - Action **Retrieve User** Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group. - Action **Shorten a Link** shorten a long URL into a Bitlink - Action **Update a Group** update a group - Action **Update a QR Code** update a QR code - Action **Update a User** update the authenticated user - Action **Update Bitlink** Updates a Bitlink's title, tags, or archived state. - Action **Update Group Preferences** update group preferences - 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 - [ **Bitly** Bitly is a link-management platform for shortening, branding, and tracking URLs.](https://apiant.ai/connections/bitly) - [ **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 Bitly - [ **Bitly to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bitly-to-hubspot) - [ **Bitly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bitly-to-salesforce) - [ **Bitly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/bitly-to-mailchimp) - [ **Bitly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/bitly-to-stripe) - [ **Bitly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/bitly-to-shopify) - [ **Bitly to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/bitly-to-quickbooks-online) ## 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 ## 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.