--- title: "Connect Capsule CRM and DoiT - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Add support ticket\" in DoiT, or \"New Alert Notification\" in DoiT to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-doit" --- # Connect Capsule CRM and DoiT When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Add support ticket** in [DoiT](https://apiant.ai/connections/doit), or **New Alert Notification** in DoiT 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 DoiT **7** triggers DoiT **27** 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 DoiT 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 DoiT can do together ### From Capsule CRM to DoiT - When **New case** in Capsule CRM then **Add support ticket** in DoiT - When **New opportunity** in Capsule CRM then **Add comment** in DoiT ### From DoiT to Capsule CRM - When **New Alert Notification** in DoiT then **Add Task** in Capsule CRM - When **New Cloud Incident** in DoiT 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 DoiT ## Triggers and actions 15 triggers · 89 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 **Budget Threshold Surpassed** Triggered when a budget's current spend passes one of its alert thresholds. Fires once per threshold in each budget period. - Trigger **New Alert Notification** Triggers when a DoiT cost alert sends a notification (its last-alerted time advances). - Trigger **New Cloud Incident** Triggered when a new cloud incident is reported for Google Cloud, Amazon Web Services or Microsoft Azure. - Trigger **New Cost Anomaly** Triggers when DoiT detects a new cloud cost anomaly, newest first, optionally narrowed by service, billing account, platform or severity. - Trigger **New Invoice** Triggered when a new invoice is created in your DoiT organization. - Trigger **New Service** Triggers when a new cloud service (support product) becomes available in DoiT, optionally for one platform. - Trigger **New Service (For Doers)** Triggers when a new support product (service) becomes available in DoiT, optionally limited to one cloud platform. - Action **Add alert** Creates a cost or usage alert in DoiT Cloud Analytics that notifies email or Slack recipients when a metric crosses the threshold you set. - Action **Add allocation** Creates a new DoiT allocation, either a single allocation defined by one rule or a group allocation made of several rules. - Action **Add annotation** Creates a new annotation on a date in DoiT Cloud Analytics, optionally linked to reports and labels. - Action **Add budget** Creates a new DoiT budget that tracks cloud spend for the selected scope against a fixed or recurring amount. - Action **Add comment** Adds a comment to an existing DoiT support request and returns the new comment. - Action **Add label** Creates a new label in DoiT Cloud Analytics with a name and color, ready to assign to reports, budgets and other objects. - Action **Add support ticket** Creates a new DoiT support request and returns its id, status and a link to view it in the DoiT console. - Action **Delete alert** Deletes an alert from your DoiT account. - Action **Get alert** Returns a Cloud Analytics alert by its ID, including its name, recipients, timestamps and evaluation configuration. - Action **Get anomaly** Returns one cost anomaly, including its cost impact, severity, affected service, contributing SKUs and resources, and review status. - Action **Get budget** Returns a budget's configuration and its current and forecasted utilization. An error occurs if the budget is not found. - Action **Get invoice** Returns the full details of an invoice by its invoice number, including status, amounts, due date and line items. A cancelled invoice or credit memo is returned with status CANCELED. - Action **List alerts** Returns the alerts your DoiT account has access to, optionally filtered by owner or name and sorted. - Action **List allocations** Returns the cost allocations your DoiT account has access to, optionally filtered by type, owner, name or folder. - Action **List annotations** Returns the Cloud Analytics annotations your DoiT account has access to, with their content, date, associated reports and labels. - Action **List anomalies** Returns the cloud cost anomalies DoiT detected, optionally filtered by time window, service, billing account, platform or severity. - Action **List assets** Returns the customer's assets in DoiT, such as Google Cloud billing accounts, Workspace subscriptions and AWS accounts, optionally filtered by a filter expression. - Action **List budgets** Returns the budgets your DoiT account can access, each with its amount, utilization and risk status. - Action **List CloudFlows** Returns the CloudFlows in the DoiT account, with each flow's name, published state, trigger type and last run status. - Action **List invoices** Returns the current and historical invoices for your organization, newest first, optionally filtered by platform, due date, status or creation time. - Action **List labels** Returns the Cloud Analytics labels your DoiT account can access, optionally filtered by name or type and sorted. - Action **List reports** Returns the Cloud Analytics reports your DoiT account can access, newest first, with optional filtering by name, owner, type, folder or creation time. - Action **Query Cloud Analytics** Runs a one-off Cloud Analytics query with the configuration you supply and returns the result columns and rows, without saving a report. - Action **Run CloudFlow** Starts a run of a published CloudFlow and returns the new run, which begins in pending status. - Action **Run Report** Runs a saved Cloud Analytics report and returns its results: the column schema and the result rows, plus the report's name, owner and labels. - Action **Update alert** Updates an existing DoiT alert's name, threshold settings or notification recipients. Only the values you fill in are changed. - Action **Update budget** Updates an existing DoiT budget. Only the values you supply are changed; everything else on the budget is kept. ## 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) - [ **DoiT** DoiT ensures your cloud spend generates value for your business and eliminates wasted time for your teams.](https://apiant.ai/connections/doit) 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 DoiT - [ **ActiveCampaign to DoiT** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-doit) - [ **Airtable to DoiT** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-doit) - [ **Asana to DoiT** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-doit) - [ **ClickUp to DoiT** 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-doit) - [ **Discord to DoiT** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-doit) - [ **Brevo to DoiT** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-doit) Questions ## Capsule CRM and DoiT, 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 DoiT when something happens in Capsule CRM? Any of DoiT's 27 actions, including Update alert, Update budget, Add alert and Add allocation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DoiT to Capsule CRM? Yes. When something happens in DoiT, your agent can act in Capsule CRM too. This page covers both directions: DoiT's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or DoiT? 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 DoiT 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.