--- title: "Connect Capsule CRM and Digital Practice - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Create Contact\" in Digital Practice." canonical: "https://apiant.ai/connect/capsule-crm-to-digital-practice" --- # Connect Capsule CRM and Digital Practice When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Create Contact** in [Digital Practice](https://apiant.ai/connections/digital-practice), or **New Account** in Digital Practice 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 Digital Practice **9** triggers Digital Practice **21** 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 Digital Practice 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 Digital Practice can do together ### From Capsule CRM to Digital Practice - When **New case** in Capsule CRM then **Create Contact** in Digital Practice - When **New opportunity** in Capsule CRM then **Create Invoice** in Digital Practice ### From Digital Practice to Capsule CRM - When **New Account** in Digital Practice then **Add Task** in Capsule CRM - When **New Client** in Digital Practice 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 Digital Practice ## Triggers and actions 17 triggers · 83 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 Account** Triggers when a new account is added to your company's chart of accounts. - Trigger **New Client** Triggers when a new client is added to your Digital Practice company. - Trigger **New Contact** Triggers when a new contact is added to your Digital Practice CRM. - Trigger **New Invoice** Triggers when a new invoice is created in Digital Practice, including its client and line items. - Trigger **New Lead** Triggers when a new lead is added to your Digital Practice CRM. - Trigger **New Product** Triggers when a new product or service is added in Digital Practice. - Trigger **New Project** Triggers when a new project is added to your Digital Practice company. - Trigger **New Quote** Triggers when a new quote is created in Digital Practice. - Trigger **New Vendor** Triggers when a new vendor is added to your Digital Practice company. - Action **Create Account** Creates a new account in your Digital Practice chart of accounts. - Action **Create Client** Creates a new client company in Digital Practice accounting. - Action **Create Contact** Creates a new contact in your Digital Practice CRM. - Action **Create Expense** Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one. - Action **Create Invoice** Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items. - Action **Create Invoice Items** Adds one or more line items to an existing Digital Practice invoice. - Action **Create Lead** Creates a new lead in Digital Practice CRM with its company details, status and priority. - Action **Create Product** Creates a new product or service in Digital Practice. - Action **Create Project** Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied. - Action **Create Quote** Creates a quote for an existing client, or for a new client created from the details you supply. - Action **Create Quote Items** Adds one or more line items (title, price, quantity) to an existing quote. - Action **Create Vendor** Creates a new vendor record in Digital Practice accounting. - Action **List accounts** Returns the list of accounts in your company's chart of accounts. - Action **List clients** Returns the list of clients for your Digital Practice company. - Action **List contacts** Returns the contacts in your Digital Practice company. - Action **List invoices** Returns the invoices in your company, each with its client and line items. - Action **List leads** Returns the leads in your Digital Practice company. - Action **List products** Returns the products and services set up in your Digital Practice company. - Action **List projects** Returns the projects in your Digital Practice company, each with its associated client. - Action **List quotes** Returns the quotes in your company, each with its client and line items. - Action **List vendors** Returns the vendors in your Digital Practice company. ## 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) - [ **Digital Practice** Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR...](https://apiant.ai/connections/digital-practice) 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 Digital Practice - [ **ActiveCampaign to Digital Practice** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-digital-practice) - [ **Airtable to Digital Practice** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-digital-practice) - [ **Asana to Digital Practice** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-digital-practice) - [ **ClickUp to Digital Practice** 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-digital-practice) - [ **Brevo to Digital Practice** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-digital-practice) - [ **Calendly to Digital Practice** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-digital-practice) Questions ## Capsule CRM and Digital Practice, 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 Digital Practice when something happens in Capsule CRM? Any of Digital Practice's 21 actions, including Create Account, Create Client, Create Contact and Create Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Digital Practice to Capsule CRM? Yes. When something happens in Digital Practice, your agent can act in Capsule CRM too. This page covers both directions: Digital Practice's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Digital Practice? 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 Digital Practice 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.