--- title: "Connect Capsule CRM to Facebook - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Send Media Message\" in Facebook." canonical: "https://apiant.ai/connect/capsule-crm-to-facebook" --- # Connect Capsule CRM to Facebook When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Send Media Message** in [Facebook](https://apiant.ai/connections/facebook). Describe the whole flow and it is built, tested on every scenario and kept running. Capsule CRM **8** triggers Capsule CRM **62** actions Facebook **37** 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 Facebook 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 can start in Facebook - When **New case** in Capsule CRM then **Send Media Message** in Facebook - When **New opportunity** in Capsule CRM then **Send Message** in Facebook 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 Facebook ## Triggers and actions 8 triggers · 99 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 - Action **Create Comment** Creates a comment on a facebook post or replies to an existing comment. - Action **Create Multi Photo Post** Publish one Facebook Page feed post containing one or more photos from public URLs. The action first uploads every photo with published=false, then creates one /feed post with those photo IDs as attached_media. If any upload fails, the feed post is not created; earlier uploads can remain unpublished on Facebook temporarily. This action publishes immediately and does not add photos to an existing album. - Action **Create Photo Post** Posts a photo from a URL to a Facebook Page, with an optional caption. - Action **Create Post** Creates a new post on a facebook page. - Action **Create Video Post** Posts a video to a Facebook Page from a video URL, published right away or scheduled. - Action **Delete Comment** Deletes a facebook comment. - Action **Delete Post** Deletes a facebook page post. - Action **Get Comment** Returns one comment on a Facebook Page post. - Action **Get Comments** Retrieves comments from a facebook post or comment (for replies). - Action **Get Conversation Messages** Retrieves messages from a specific conversation. - Action **Get Graph Object** Read caller-selected fields from an identified Facebook Graph node using permissions already granted to the connection. - Action **Get Graph Objects** Read caller-selected fields from multiple Facebook Graph nodes in one batch request and return successes and failures keyed by requested object ID. - Action **Get Message Details** Retrieves details of a specific message sent or received by the page. - Action **Get Page Details** Fetches details about a specific facebook page. - Action **Get Page Insights** Retrieves analytics and insights for a facebook page. - Action **Get Page Photos** Returns the photos on a Facebook Page. - Action **Get Page Posts** Retrieves posts from a facebook page. - Action **Get Page Roles** Retrieves a list of people and their tasks/roles on a facebook page. - Action **Get Page Tagged Posts** Retrieves posts where a Facebook Page is tagged or mentioned. Use when monitoring brand mentions or tracking posts that tag your Page but don't appear on your Page's own feed. - Action **Get Page Videos** Retrieves videos from a facebook page. - Action **Get Photo** Reads a single Facebook photo by id, using the Page access token for the given page_id. Use as the read-back for a photo upload. - Action **Get Post** Retrieves details of a specific facebook post. - Action **Get Post Insights** Returns performance metrics for a Facebook Page post, such as impressions and clicks. - Action **Get Post Reactions** Returns the reactions on a Facebook Page post, with a total per reaction type. - Action **Get User Pages** Retrieves a list of pages the user manages, including tasks and access tokens. - Action **Like Post Or Comment** Likes a facebook post or comment. - Action **List Page Stories** List photo and video stories published by a Facebook Page. - Action **List Published Page Posts** List posts published by a Facebook Page, excluding unpublished posts. - Action **Refresh Url Scrape** Ask Facebook to rescrape a public HTTP or HTTPS URL, optionally returning requested URL metadata fields. - Action **Search Geographic Targeting Locations** Find current geographic keys accepted by Meta ad targeting. - Action **Send Media Message** Sends a media message (image, video, audio, or file) from the page to a user. - Action **Send Message** Sends a text message from the page to a user via messenger. - Action **Unlike Post Or Comment** Removes a like from a facebook post or comment. - Action **Update Comment** Updates an existing facebook comment. - Action **Update Page Settings** Updates a Facebook Page's About text, description, contact details or website. - Action **Update Post** Updates an existing facebook page post. - Action **Upload Photos Batch** Uploads several photos from URLs to a Facebook Page or one of its albums in one step. ## 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) - [ **Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connections/facebook) 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 Facebook - [ **HubSpot to Facebook** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-facebook) - [ **Salesforce to Facebook** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-facebook) - [ **Slack to Facebook** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-facebook) - [ **Google Sheets to Facebook** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-facebook) - [ **Gmail to Facebook** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-facebook) - [ **Google Calendar to Facebook** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-facebook) Questions ## Capsule CRM and Facebook, 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 Facebook when something happens in Capsule CRM? Any of Facebook's 37 actions, including Create Comment, Create Multi Photo Post, Create Photo Post and Create Post. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Facebook to Capsule CRM? Facebook has no triggers in the catalog today, so automations start in Capsule CRM. If you need the other direction, ask: your agent reads Facebook's API documentation and adds it. ### ### Do I have to build a connector for Capsule CRM or Facebook? 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 Facebook 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.