--- title: "Connect BotConversa and Capsule CRM - APIANT.ai" description: "When \"New Subscriber\" fires in BotConversa, your agent runs \"Add Task\" in Capsule CRM, or \"New case\" in Capsule CRM to \"Send Message\" in BotConversa." canonical: "https://apiant.ai/connect/botconversa-to-capsule-crm" --- # Connect BotConversa and Capsule CRM When **New Subscriber** fires in [BotConversa](https://apiant.ai/connections/botconversa), your agent runs **Add Task** in [Capsule CRM](https://apiant.ai/connections/capsule-crm), or **New case** in Capsule CRM to **Send Message** in BotConversa. Describe the whole flow and it is built, tested on every scenario and kept running. BotConversa **3** triggers BotConversa **7** 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 BotConversa 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 BotConversa and Capsule CRM can do together ### From BotConversa to Capsule CRM - When **New Subscriber** in BotConversa then **Add Task** in Capsule CRM - When **New Tag** in BotConversa then **Create a new task for organization** in Capsule CRM ### From Capsule CRM to BotConversa - When **New case** in Capsule CRM then **Send Message** in BotConversa - When **New opportunity** in Capsule CRM then **Create a New Subscriber** in BotConversa 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 BotConversa and Capsule CRM ## Triggers and actions 11 triggers · 69 actions - Trigger **New Subscriber** Triggers when a new subscriber is added to your BotConversa bot. - Trigger **New Tag** Triggers when a new tag is created in your BotConversa account. - Trigger **Sequence Subscription** Triggers when a subscriber is subscribed to a sequence (a subscriber's sequence subscriptions change). - Action **Close Conversation** Closes the conversation with a BotConversa subscriber. - Action **Create a New Subscriber** Creates a new BotConversa subscriber from a phone number and name, with WhatsApp opt-in confirmed. - Action **Find Subscriber by Phone** Finds a BotConversa subscriber by phone number and returns their details, tags, sequences and custom field values. - Action **Open Conversation** Opens the conversation with a subscriber, optionally assigning it to a manager. - Action **Send Flow** Sends a chosen flow to a BotConversa subscriber. - Action **Send Message** Sends a text message or a file to a BotConversa subscriber over WhatsApp. - Action **Update Custom Field** Sets the value of a custom field on a BotConversa subscriber. - 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 - [ **BotConversa** BotConversa is a Chatbot builder for WhatsApp.](https://apiant.ai/connections/botconversa) - [ **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 BotConversa - [ **BotConversa to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/botconversa-to-hubspot) - [ **BotConversa to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/botconversa-to-salesforce) - [ **BotConversa to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/botconversa-to-slack) - [ **BotConversa to Google Sheets** Google Sheets](https://apiant.ai/connect/botconversa-to-google-sheets) - [ **BotConversa to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/botconversa-to-gmail) - [ **BotConversa to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/botconversa-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 ## BotConversa and Capsule CRM, answered ### ### What can start an automation from BotConversa? Any of BotConversa's 3 triggers in the catalog, including New Subscriber, New Tag and Sequence Subscription. 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 BotConversa? 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 BotConversa? Yes. When something happens in Capsule CRM, your agent can act in BotConversa too. This page covers both directions: Capsule CRM's triggers and BotConversa's actions are listed here as well. ### ### Do I have to build a connector for BotConversa 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 BotConversa 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.