--- title: "Connect Capsule CRM and Casting42 - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Create Contact\" in Casting42, or \"New Casting\" in Casting42 to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-casting42" --- # Connect Capsule CRM and Casting42 When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Create Contact** in [Casting42](https://apiant.ai/connections/casting42), or **New Casting** in Casting42 to **Add Task** in Capsule CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Capsule CRM **8** triggers Capsule CRM **62** actions Casting42 **6** triggers Casting42 **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Capsule CRM and Casting42 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 Capsule CRM and Casting42 can do together ### From Capsule CRM to Casting42 - When **New case** in Capsule CRM then **Create Contact** in Casting42 - When **New opportunity** in Capsule CRM then **Add File to Talent** in Casting42 ### From Casting42 to Capsule CRM - When **New Casting** in Casting42 then **Add Task** in Capsule CRM - When **New Contact** in Casting42 then **Create a new task for organization** in Capsule CRM 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 Capsule CRM and Casting42 ## Triggers and actions 14 triggers · 78 actions - 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 - Trigger **New Casting** Triggers when a casting has been created in your Casting42 Database. - Trigger **New Contact** Triggers when a contact has been added to your Casting42 database. - Trigger **New Talent** Triggers when a new talent is added in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this. - Trigger **Updated Casting** Triggers when the data of a casting has been updated. - Trigger **Updated Contact** Triggers when the data of a contact has been updated in your Casting42 database. - Trigger **Updated Talent** Triggers when a talent is updated in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this. - Action **Add File to Talent** Uploads a file such as a resume or PDF document to a talent's profile. - Action **Add Mediafile to Talent** Uploads a video or audio media file to a talent's profile in Casting42. - Action **Add Talent to Group** Adds one or more talents to an existing Casting42 group. - Action **Create Casting** Creates a new casting project in Casting42 and returns it along with its talent sign-up link. - Action **Create Contact** Creates a new contact in Casting42 with name, email, company, phone, language and address. - Action **Create Group** Creates a new group in Casting42 for organizing talents. - Action **Create or Update Candidate** Adds a talent to a casting as a candidate, or updates the candidate's tags if the talent is already in that casting. - Action **Create Talent** Creates a new talent profile in your Casting42 database and returns the created talent. - Action **Find Casting** Finds a casting by its tag and returns the full casting record. - Action **Find Group by Name** Finds a Casting42 group by its name. - Action **Get Contact** Returns a single Casting42 contact identified by its tag. - Action **Get Group** Returns a Casting42 group and its talents by the group's tag. - Action **Get Talent** Returns a single talent record, including custom fields and skills, by its tag. - Action **Update Casting** Updates an existing casting in Casting42, such as its name, description, dates, locations and sharing options. Fields left blank are not changed. - Action **Update Contact** Updates an existing contact in Casting42. Only the fields you fill in are changed. - Action **Update Talent** Updates an existing talent in Casting42, identified by its tag. Fields left blank keep their current values. ## Each app on its own - [ **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) - [ **Casting42** Casting42 is a customizable database for casting directors, production companies, extras agencies, and...](https://apiant.ai/connections/casting42) Reviews ## What our customers say ## More from Capsule CRM - [ **Capsule CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/capsule-crm-to-hubspot) - [ **Capsule CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/capsule-crm-to-salesforce) - [ **Capsule CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/capsule-crm-to-gmail) - [ **Capsule CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/capsule-crm-to-mailchimp) - [ **Capsule CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/capsule-crm-to-stripe) - [ **Capsule CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/capsule-crm-to-shopify) ## More into Casting42 - [ **ActiveCampaign to Casting42** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-casting42) - [ **Airtable to Casting42** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-casting42) - [ **Asana to Casting42** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-casting42) - [ **Brevo to Casting42** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-casting42) - [ **Calendly to Casting42** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-casting42) - [ **2Chat to Casting42** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-casting42) Questions ## Capsule CRM and Casting42, answered ### ### What can start an automation from Capsule CRM? Any of Capsule CRM's 8 triggers in the catalog, including New case, New opportunity, New organization and New person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Casting42 when something happens in Capsule CRM? Any of Casting42's 16 actions, including Create Casting, Create Contact, Create Group and Create or Update Candidate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Casting42 to Capsule CRM? Yes. When something happens in Casting42, your agent can act in Capsule CRM too. This page covers both directions: Casting42's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Casting42? 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 Capsule CRM and Casting42 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.