--- title: "Connect Capsule CRM and Cisco Spark - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Add message\" in Cisco Spark, or \"New membership\" in Cisco Spark to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-cisco-spark" --- # Connect Capsule CRM and Cisco Spark When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Add message** in [Cisco Spark](https://apiant.ai/connections/cisco-spark), or **New membership** in Cisco Spark 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 Cisco Spark **3** triggers Cisco Spark **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 Cisco Spark 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 Cisco Spark can do together ### From Capsule CRM to Cisco Spark - When **New case** in Capsule CRM then **Add message** in Cisco Spark - When **New opportunity** in Capsule CRM then **Find people by email or name** in Cisco Spark ### From Cisco Spark to Capsule CRM - When **New membership** in Cisco Spark then **Add Task** in Capsule CRM - When **New message** in Cisco Spark 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 Cisco Spark ## Triggers and actions 11 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 membership** Triggers when someone joins a Webex space you are in, or you are added to a space. - Trigger **New message** Triggers when a new message is posted in a Webex space the connected account can see. - Trigger **New space** Triggers when a new Webex space is created. - Action **Add membership** Adds a person to a Webex space, by person ID or email, optionally as a moderator. - Action **Add message** Posts a message to a Webex space, or as a direct message to a person, with optional text, markdown, file and card attachments. - Action **Add space** Creates a new Webex space, optionally inside a team. - Action **Add team** Creates a new team in Webex. - Action **Delete membership** Removes a person from a Webex space by deleting their membership. - Action **Delete message** Deletes a message from a Webex space. - Action **Delete space** Deletes a Webex space (room) by its ID. - Action **Find people by email or name** Finds Webex people by email address or display name and returns the matching people. - Action **Get message** Returns the details of a single Webex message, including its text, sender, space and attachments. - Action **Get person** Returns the details of a Webex person, such as their name, emails and status, by their person ID. - Action **Get space** Returns the details of a Webex space, such as its title, type and when it was created. - Action **List memberships** Returns the memberships of a Webex space, or your own memberships, optionally filtered by person. - Action **List messages** Returns the messages posted in a Webex space, optionally filtered to a thread, mentions, or a point in time. - Action **List spaces** Returns the Webex spaces you belong to, optionally filtered by team or space type. - Action **List teams** Returns the Webex teams you belong to. - Action **Update space** Updates a Webex space's title, description, moderation, visibility and other settings. ## 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) - [ **Cisco Spark** Team Collaboration Software](https://apiant.ai/connections/cisco-spark) 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 Cisco Spark - [ **ActiveCampaign to Cisco Spark** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cisco-spark) - [ **Airtable to Cisco Spark** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cisco-spark) - [ **Asana to Cisco Spark** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cisco-spark) - [ **Brevo to Cisco Spark** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cisco-spark) - [ **Calendly to Cisco Spark** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cisco-spark) - [ **2Chat to Cisco Spark** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-cisco-spark) Questions ## Capsule CRM and Cisco Spark, 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 Cisco Spark when something happens in Capsule CRM? Any of Cisco Spark's 16 actions, including Update space, Add membership, Add message and Add space. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cisco Spark to Capsule CRM? Yes. When something happens in Cisco Spark, your agent can act in Capsule CRM too. This page covers both directions: Cisco Spark's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Cisco Spark? 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 Cisco Spark 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.