Integration
Connect Capsule CRM and Confluence Cloud
When New case fires in Capsule CRM, your agent runs Create Blog Post in Confluence Cloud, or New Blog Post in Confluence Cloud 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 Confluence Cloud 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)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 Confluence Cloud can do together
From Capsule CRM to Confluence Cloud
When New case in Capsule CRM
then Create Blog Post in Confluence Cloud
When New opportunity in Capsule CRM
then Create Footer Comment in Confluence Cloud
From Confluence Cloud to Capsule CRM
When New Blog Post in Confluence Cloud
then Add Task in Capsule CRM
When New Footer Comment in Confluence Cloud
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 Confluence Cloud
Triggers and actions 16 triggers · 99 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
New Blog PostTriggers when a new blog post is published in your Confluence site, optionally limited to specific spaces.
Trigger
New Footer CommentTriggers when a new footer comment is added to any page, blog post or attachment on the Confluence site.
Trigger
New or Updated PageTriggers when a page is created or edited in your Confluence site.
Trigger
New PageTriggers when a new page is created in Confluence.
Trigger
New Page or Blog PostTriggers when a new page or blog post is created in your Confluence site.
Trigger
New SpaceTriggers when a new space is created on the selected Confluence site.
Trigger
New TaskTriggers when a new task is added to a Confluence page or blog post.
Trigger
Updated PageTriggers when an existing Confluence page is edited (a new version is saved).
Action
Add Label to ContentAdds a label to a Confluence page, blog post or attachment and returns the content's labels.
Action
Create Blog PostCreates a new blog post in a Confluence space, published or as a draft.
Action
Create FolderCreates a folder in a Confluence space, optionally under a parent page or folder.
Action
Create Footer CommentAdds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment.
Action
Create PageCreates a page in a Confluence space, published or as a draft, optionally under a parent page.
Action
Create Page or Blog PostCreates a new page or blog post in a Confluence space.
Action
Create SpaceCreates a new Confluence space with a name and key or alias, optionally private or from a template.
Action
Delete AttachmentDeletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash.
Action
Delete Blog PostDeletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft.
Action
Delete FolderDeletes a folder in Confluence, moving it to the space's trash.
Action
Delete Footer CommentPermanently deletes a footer comment from a Confluence page or blog post.
Action
Delete Inline CommentPermanently deletes an inline comment from a Confluence page or blog post.
Action
Delete PageDeletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash.
Action
Get AttachmentReturns a Confluence attachment's details, including its file name, media type, size, container and download link.
Action
Get Blog PostReturns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions.
Action
Get FolderReturns a Confluence folder by its ID, including its title, space, parent and version details.
Action
Get Footer CommentReturns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version.
Action
Get Inline CommentReturns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version.
Action
Get PageReturns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details.
Action
Get SpaceReturns a Confluence space by its ID, including its key, name, type, status, homepage and any requested extras such as labels, properties or permissions.
Action
Get TaskReturns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to.
Action
List Blog PostsReturns blog posts across the Confluence site, optionally filtered by space, ID, title or status.
Action
List Child PagesReturns the child pages directly under a Confluence page, with each child's title, status, space and position.
Action
List Page AttachmentsReturns the attachments on a Confluence page, optionally filtered by status, media type or file name.
Action
List Page Footer CommentsReturns the top-level footer comments on a Confluence page.
Action
List Page LabelsReturns the labels on a Confluence page, with each label's ID, name and prefix.
Action
List PagesReturns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype.
Action
List SpacesReturns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label.
Action
List TasksReturns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates.
Action
Remove Label from ContentRemoves a label from a Confluence page, blog post or attachment.
Action
Search ContentSearches Confluence content (pages, blog posts, attachments, comments and more) using a Confluence Query Language (CQL) query and returns the matching results.
Action
Search for Page or Blog PostSearches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space.
Action
Update Blog PostUpdates an existing Confluence blog post's title, content or status, creating a new version.
Action
Update Footer CommentUpdates the text of an existing footer comment on a Confluence page, blog post or attachment.
Action
Update Inline CommentUpdates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it.
Action
Update PageUpdates an existing Confluence page's title, content, status, parent or owner, saving it as a new version.
Action
Upload AttachmentUploads a file as a new attachment on a Confluence page or blog post.
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
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Questions
Capsule CRM and Confluence Cloud, 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 Confluence Cloud when something happens in Capsule CRM?
Any of Confluence Cloud's 37 actions, including Create Blog Post, Create Folder, Create Footer Comment and Create Page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Confluence Cloud to Capsule CRM?
Yes. When something happens in Confluence Cloud, your agent can act in Capsule CRM too. This page covers both directions: Confluence Cloud's triggers and Capsule CRM's actions are listed here as well.
Do I have to build a connector for Capsule CRM or Confluence Cloud?
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 Confluence Cloud 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.