Integration
Connect Capsule CRM and Condens
When New case fires in Capsule CRM, your agent runs Add project in Condens, or Participant Created in Condens to Add Task in Capsule CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Capsule CRM and Condens to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Capsule CRM and Condens can do together
From Capsule CRM to Condens
When New case in Capsule CRM
then Add project in Condens
When New opportunity in Capsule CRM
then Add project folder in Condens
From Condens to Capsule CRM
When Participant Created in Condens
then Add Task in Capsule CRM
When Artifact Published in Condens
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 Condens
Triggers and actions 10 triggers · 85 actions
Trigger
List projectslist projects (cases/kases), surfacing new ones over time
Trigger
List taskslist tasks, surfacing new ones over time
Trigger
New casePolls for newly created cases in Capsule CRM.
Trigger
New opportunityPolls for newly created opportunities in Capsule CRM.
Trigger
New organizationPolls for newly created organizations in Capsule CRM.
Trigger
New personPolls for newly created people in Capsule CRM.
Trigger
New taskPolls for newly created tasks in Capsule CRM.
Trigger
New userPolls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunityadd an additional party to an opportunity
Action
Add TaskAdd a task in Capsule CRM, optionally linked to a party.
Action
Complete a taskMarks a task as completed in Capsule CRM.
Action
Create a caseCreates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organizationThis action creates a new task for the specified organization.
Action
Create an open case for organizationThis action creates a new open case for the specified organization.
Action
Create an open case for personThis action creates a new open case for the specified person.
Action
Create an organizationCreates a new organization party in Capsule CRM.
Action
Create a noteCreates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a personCreates a new person party in Capsule CRM.
Action
Create a tag for organizationThis action creates a new tag for the specified organization.
Action
Create a tag for personThis action creates a new tag for the specified person.
Action
Create entrycreate an activity entry
Action
Create opportunitycreate an opportunity
Action
Create partycreate a party (person or organization)
Action
Create projectcreate a project (case)
Action
Create tagcreate a tag for an entity type
Action
Delete a partyDeletes a party by id in Capsule CRM.
Action
Delete entrydelete an activity entry
Action
Delete opportunitydelete an opportunity
Action
Delete projectdelete a project
Action
Delete tagdelete a tag
Action
Delete taskdelete a task
Action
Get PartyGet 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 opportunitylist additional parties on an opportunity
Action
List casesLists cases (kases) in Capsule CRM.
Action
List deleted opportunitieslist deleted opportunities
Action
List deleted partieslist deleted parties
Action
List deleted projectslist deleted projects
Action
List employees of partylist people employed at an organization party
Action
List entries by datelist activity entries by date
Action
List entries for entitylist activity entries for a party/opportunity/project
Action
List opportunitiesLists sales opportunities in Capsule CRM.
Action
List opportunities by partylist opportunities for a party
Action
List partiesLists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunitylist projects associated with an opportunity
Action
List projects by partylist projects for a party
Action
List tagslist tags for an entity type
Action
List teamslist teams
Action
List tracks for entitylist tracks for an entity
Action
List userslist users
Action
Remove additional party from opportunityremove an additional party from an opportunity
Action
Run filter queryrun a saved/ad-hoc filter query for an entity
Action
Search opportunitiessearch opportunities
Action
Search partiesSearches parties by a free-text query in Capsule CRM.
Action
Search projectssearch projects
Action
Show current userget the authenticated user
Action
Show entryretrieve an activity entry by ID
Action
Show opportunityretrieve an opportunity by ID
Action
Show projectretrieve a project by ID
Action
Show site configget account/site configuration
Action
Show tagretrieve a tag by ID
Action
Show taskretrieve a task by ID
Action
Show userretrieve a user by ID
Action
Update entryupdate an activity entry
Action
Update opportunityupdate an opportunity
Action
Update partyupdate a party
Action
Update projectupdate a project
Action
Update tagupdate a tag
Action
Update taskupdate a task
Action
Update userupdate a user
Action
Upload attachmentupload an attachment
Trigger
Artifact PublishedFires once for each published artifact in the chosen Condens project.
Trigger
Participant CreatedTriggers when a new Participant was created.
Action
Add projectCreate a project.
Action
Add project folderCreate a project folder.
Action
Create or Update ParticipantCreates or Updates a Participant
Action
Create or Update SessionCreates or Updates a Session
Action
Delete participantDelete a participant.
Action
Delete projectDelete a project.
Action
Delete project folderDelete a project folder.
Action
Delete sessionDelete a session.
Action
Find a ParticipantSearch for a Participant by name or fields attached to it
Action
Find a SessionSearch for a Session by title or fields attached to it
Action
Get participantGet a participant by id.
Action
Get projectGet a project by id.
Action
Get sessionGet a session by id.
Action
List artifactsList artifacts.
Action
List participantsList participants, paginated with filter/sort.
Action
List project foldersList project folders.
Action
List projectsList projects, paginated with filter/sort.
Action
List sessionsList sessions, paginated with filter/sort.
Action
List usersList users.
Action
List workspacesList workspaces.
Action
Update artifactUpdate an artifact.
Action
Update projectUpdate a project.
Action
Update project folderUpdate a project folder.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Capsule CRM and Condens, 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 Condens when something happens in Capsule CRM?
Any of Condens's 23 actions, including Create or Update Participant, Create or Update Session, Update artifact and Update project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Condens to Capsule CRM?
Yes. When something happens in Condens, your agent can act in Capsule CRM too. This page covers both directions: Condens's triggers and Capsule CRM's actions are listed here as well.
Do I have to build a connector for Capsule CRM or Condens?
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 Condens 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.