--- title: "Connect Capsule CRM and Common Room - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Add Common Room Contact to Segment\" in Common Room." canonical: "https://apiant.ai/connect/capsule-crm-to-common-room" --- # Connect Capsule CRM and Common Room When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Add Common Room Contact to Segment** in [Common Room](https://apiant.ai/connections/common-room), or **Custom Fields List** in Common Room 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 Common Room **2** triggers Common Room **11** 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 Common Room 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 Common Room can do together ### From Capsule CRM to Common Room - When **New case** in Capsule CRM then **Add Common Room Contact to Segment** in Common Room - When **New opportunity** in Capsule CRM then **Add or Update a Contact Custom Field** in Common Room ### From Common Room to Capsule CRM - When **Custom Fields List** in Common Room then **Add Task** in Capsule CRM - When **Segment Status List** in Common Room 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 Common Room ## Triggers and actions 10 triggers · 73 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 **Custom Fields List** Triggers when a new contact custom field is added to the Common Room community. - Trigger **Segment Status List** Triggers when a new status is added to the selected Common Room segment. - Action **Add Activity From Third Party Source** Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type. - Action **Add Common Room Contact to Segment** Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status. - Action **Add Organization From Third Party Source** Adds an organization to a Common Room API source, or updates the organization previously added with the same domain. - Action **Add or Update a Contact Custom Field** Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source. - Action **Add tag** Creates a tag in Common Room, or returns the existing tag if one with the same name already exists. - Action **Delete tag** Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted. - Action **Get tag** Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to. - Action **List activity types** Returns every activity type defined in your Common Room community, with its id and display name. - Action **List segments** Returns all segments in the Common Room community, with each segment's id and name. - Action **List tags** Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to. - Action **Update tag** Renames a tag or changes its description. A deleted tag is restored when it is updated. ## 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) - [ **Common Room** Common Room is the intelligent community growth platform that helps you deepen relationships, build better...](https://apiant.ai/connections/common-room) 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 Common Room - [ **ActiveCampaign to Common Room** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-common-room) - [ **Airtable to Common Room** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-common-room) - [ **Asana to Common Room** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-common-room) - [ **ClickUp to Common Room** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-common-room) - [ **Brevo to Common Room** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-common-room) - [ **Calendly to Common Room** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-common-room) Questions ## Capsule CRM and Common Room, 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 Common Room when something happens in Capsule CRM? Any of Common Room's 11 actions, including Update tag, Add Activity From Third Party Source, Add Common Room Contact to Segment and Add Organization From Third Party Source. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Common Room to Capsule CRM? Yes. When something happens in Common Room, your agent can act in Capsule CRM too. This page covers both directions: Common Room's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Common Room? 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 Common Room 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.