--- title: "Connect Capsule CRM and Gmail - APIANT.ai" description: "When \"New opportunity\" fires in Capsule CRM, your agent runs \"Create Email Draft\" in Gmail, or \"Email Sent\" in Gmail to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-gmail" --- # Connect Capsule CRM and Gmail When **New opportunity** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Create Email Draft** in [Gmail](https://apiant.ai/connections/gmail), or **Email Sent** in Gmail 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 Gmail **2** triggers Gmail **41** 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 Gmail 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) Capsule CRM holds the people, cases and opportunities; Gmail holds the conversation. Connecting them means a new email can be matched to a party in Capsule and logged as a note or case, and a new opportunity or person in Capsule can start a mail or draft in Gmail without anyone copying addresses between the two. Example flows ## What Capsule CRM and Gmail can do together ### From Capsule CRM to Gmail - When **New opportunity** in Capsule CRM then **Create Email Draft** in Gmail - When **New person** in Capsule CRM then **Send Email** in Gmail ### From Gmail to Capsule CRM - When **Email Sent** in Gmail then **Add Task** in Capsule CRM - When **New Gmail Message** in Gmail 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 Gmail ## Triggers and actions 10 triggers · 103 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 **Email Sent** Fires when an email is sent from the mailbox (optionally filtered by query). - Trigger **New Gmail Message** Fires when a new email arrives (optionally filtered by query/labels). - Action **Add Label To Email** Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids). - Action **Batch Delete Messages** Tool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRASH instead when reversibility may be needed. Always obtain explicit user confirmation and verify a sample of message IDs before executing. High-volume calls may trigger 429 rateLimitExceeded or 403 userRateLimitExceeded errors; apply exponential backoff. - Action **Batch Modify Messages** Modify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLimitExceeded or 403 userRateLimitExceeded; apply exponential backoff. - Action **Create Email Draft** Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading. - Action **Create Label** Creates a new label with a unique name in the specified user's gmail account. - Action **Delete Draft** Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`. - Action **Delete Label** Permanently DELETES a user-created Gmail label from the account (not from a message). WARNING: This action DELETES the label definition itself, removing it from all messages. System labels (INBOX, SENT, UNREAD, etc.) cannot be deleted. To add/remove labels from specific messages, use GMAIL_ADD_LABEL_TO_EMAIL action instead. - Action **Delete Message** Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access. - Action **Delete Thread** Tool to immediately and permanently delete a specified thread and all its messages. This operation cannot be undone. Use threads.trash instead for reversible deletion. - Action **Fetch Emails** Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval. - Action **Fetch Message By Message Id** Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`. - Action **Fetch Message By Thread Id** Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`. - Action **Forward Message** Forward an existing Gmail message to specified recipients, preserving original body and attachments. Verify recipients and content before forwarding to avoid unintended exposure. Bulk forwarding may trigger 429/5xx rate limits; keep concurrency to 5–10 and apply backoff. Messages near Gmail's size limits may fail; reconstruct a smaller draft if needed. - Action **Get Attachment** Retrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids. - Action **Get Contacts** Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination. - Action **Get Draft** Retrieves a single Gmail draft by its ID. Use this to fetch and inspect draft content before sending via GMAIL_SEND_DRAFT. The format parameter controls the level of detail returned. - Action **Get Filter** Tool to retrieve a specific Gmail filter by its ID. Use when you need to inspect the criteria and actions of an existing filter. - Action **Get Label** Gets details for a specified Gmail label. Use this to retrieve label information including name, type, visibility settings, message/thread counts, and color. - Action **Get People** Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return. - Action **Get Profile** Retrieves key gmail profile information (email address, message/thread totals, history id) for a user. - Action **Import Message** Tool to import a message into the user's mailbox with standard email delivery scanning and classification. Use when you need to add an existing email to a Gmail account without sending it through SMTP. This method doesn't perform SPF checks, so it might not work for some spam messages. - Action **Insert Message** Tool to insert a message into the user's mailbox similar to IMAP APPEND. Use when you need to add an email directly to a mailbox bypassing most scanning and classification. This does not send a message. - Action **List Drafts** Retrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp. - Action **List History** Tool to list Gmail mailbox change history since a known startHistoryId. Use for incremental mailbox syncs. Persist the latest historyId as a checkpoint across sessions; without it, incremental sync is unreliable. An empty history list in the response is valid and means no new changes occurred. - Action **List Labels** Retrieves a list of all system and user-created labels for the specified gmail account. - Action **List Smime Info** Lists S/MIME configs for the specified send-as alias. Use when you need to retrieve all S/MIME certificate configurations associated with a specific send-as email address. - Action **List Threads** Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination. - Action **Modify Thread Labels** Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid. - Action **Move Thread To Trash** Moves the specified thread to the trash. Any messages that belong to the thread are also moved to the trash. - Action **Move To Trash** Moves an existing, non-deleted email message to the trash for the specified user. - Action **Patch Label** Patches the specified label. - Action **Remove Label** Permanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels. - Action **Reply To Thread** Sends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`. - Action **Search People** Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'. - Action **Send Draft** Sends the specified, existing draft to the recipients in the to, cc, and bcc headers. - Action **Send Email** Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment. - Action **Settings Send As Get** Tool to retrieve a specific send-as alias configuration for a Gmail user. Use when you need to get details about a send-as email address including display name, signature, SMTP settings, and verification status. Fails with HTTP 404 if the specified address is not a member of the send-as collection. - Action **Untrash Message** Tool to remove a message from trash in Gmail. Use when you need to restore a previously trashed email message. - Action **Untrash Thread** Tool to remove a thread from trash in Gmail. Use when you need to restore a deleted thread and its messages. - Action **Update Draft** Updates (replaces) an existing Gmail draft's content in-place by draft ID. This action replaces the entire draft content with the new message - it does not patch individual fields. All fields are optional; if not provided, you should provide complete draft content to avoid data loss. - Action **Update Label** Tool to update the properties of an existing Gmail label. Use when you need to modify label name, visibility settings, or color. ## 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) - [ **Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connections/gmail) 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 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) - [ **Capsule CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/capsule-crm-to-quickbooks-online) ## More into Gmail - [ **Slack to Gmail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-gmail) - [ **Google Drive to Gmail** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gmail) - [ **Mailchimp to Gmail** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-gmail) - [ **Stripe to Gmail** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-gmail) - [ **Shopify to Gmail** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-gmail) - [ **ActiveCampaign to Gmail** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gmail) Questions ## Capsule CRM and Gmail, answered ### ### Can an incoming email be attached to the right person in Capsule CRM? Yes. The new message in Gmail can run a party search in Capsule CRM on the sender's address, and when a match comes back, a note can be created against that person and a case opened for them. ### ### Does replying still happen inside Gmail? Yes. The Capsule side creates the note, case or task, while Gmail handles the mail itself with actions such as Create Email Draft or Send Email, so the reply goes out from the mailbox as usual. ### ### What can start an automation from Capsule CRM? Any of Capsule CRM's 8 triggers in the catalog, including New opportunity, New person, New case and New organization. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Gmail when something happens in Capsule CRM? Any of Gmail's 41 actions, including Create Email Draft, Send Email, Create Label and Send Draft. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gmail to Capsule CRM? Yes. When something happens in Gmail, your agent can act in Capsule CRM too. This page covers both directions: Gmail's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Gmail? 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 Gmail 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.