Integration
Connect Capsule CRM and HelloSign
When New opportunity fires in Capsule CRM, your agent runs Get Signature Request Files in HelloSign, or New Signature Request in HelloSign 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 HelloSign 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)HelloSign handles the signing, Capsule CRM holds the customer history, and connecting them keeps both sides current. A new signature request in HelloSign can be matched to a party in Capsule CRM so a note, case or task lands on the right record, and new opportunities or tasks in Capsule CRM can send a request or a reminder in HelloSign.
Example flows
What Capsule CRM and HelloSign can do together
From Capsule CRM to HelloSign
When New opportunity in Capsule CRM
then Get Signature Request Files in HelloSign
From HelloSign to 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 HelloSign
Triggers and actions 9 triggers · 70 actions
- List projects
list projects (cases/kases), surfacing new ones over time
- List tasks
list tasks, surfacing new ones over time
- New case
Polls for newly created cases in Capsule CRM.
- New opportunity
Polls for newly created opportunities in Capsule CRM.
- New organization
Polls for newly created organizations in Capsule CRM.
- New person
Polls for newly created people in Capsule CRM.
- New task
Polls for newly created tasks in Capsule CRM.
- New user
Polls for newly created user accounts in Capsule CRM.
- Add additional party to opportunity
add an additional party to an opportunity
- Add Task
Add a task in Capsule CRM, optionally linked to a party.
- Complete a task
Marks a task as completed in Capsule CRM.
- Create a case
Creates a new case (kase) in Capsule CRM, optionally linked to a party.
- Create a new task for organization
This action creates a new task for the specified organization.
- Create an open case for organization
This action creates a new open case for the specified organization.
- Create an open case for person
This action creates a new open case for the specified person.
- Create an organization
Creates a new organization party in Capsule CRM.
- Create a note
Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
- Create a person
Creates a new person party in Capsule CRM.
- Create a tag for organization
This action creates a new tag for the specified organization.
- Create a tag for person
This action creates a new tag for the specified person.
- Create entry
create an activity entry
- Create opportunity
create an opportunity
- Create party
create a party (person or organization)
- Create project
create a project (case)
- Create tag
create a tag for an entity type
- Delete a party
Deletes a party by id in Capsule CRM.
- Delete entry
delete an activity entry
- Delete opportunity
delete an opportunity
- Delete project
delete a project
- Delete tag
delete a tag
- Delete task
delete a task
- Get Party
Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
- List additional parties for opportunity
list additional parties on an opportunity
- List cases
Lists cases (kases) in Capsule CRM.
- List deleted opportunities
list deleted opportunities
- List deleted parties
list deleted parties
- List deleted projects
list deleted projects
- List employees of party
list people employed at an organization party
- List entries by date
list activity entries by date
- List entries for entity
list activity entries for a party/opportunity/project
- List opportunities
Lists sales opportunities in Capsule CRM.
- List opportunities by party
list opportunities for a party
- List parties
Lists parties (people and organizations) in Capsule CRM.
- List projects associated with opportunity
list projects associated with an opportunity
- List projects by party
list projects for a party
- List tags
list tags for an entity type
- List teams
list teams
- List tracks for entity
list tracks for an entity
- List users
list users
- Remove additional party from opportunity
remove an additional party from an opportunity
- Run filter query
run a saved/ad-hoc filter query for an entity
- Search opportunities
search opportunities
- Search parties
Searches parties by a free-text query in Capsule CRM.
- Search projects
search projects
- Show current user
get the authenticated user
- Show entry
retrieve an activity entry by ID
- Show opportunity
retrieve an opportunity by ID
- Show project
retrieve a project by ID
- Show site config
get account/site configuration
- Show tag
retrieve a tag by ID
- Show task
retrieve a task by ID
- Show user
retrieve a user by ID
- Update entry
update an activity entry
- Update opportunity
update an opportunity
- Update party
update a party
- Update project
update a project
- Update tag
update a tag
- Update task
update a task
- Update user
update a user
- Upload attachment
upload an attachment
- New Signature Request
Triggers when a new signature request appears in the account.
- Cancel Signature Request
Cancels an incomplete signature request.
- Get Account
Returns information about the current Dropbox Sign account.
- Get Signature Request
Retrieves a single signature request by its ID.
- Get Signature Request Files
Returns a download URL for the documents of a signature request as a PDF.
- List Signature Requests
Lists signature requests for the account, paginated and ordered newest first.
- List Templates
Lists the reusable templates available to the account.
- Send Reminder
Sends an email reminder to a signer to sign a pending signature request.
- Send Signature Request
Creates and sends a new signature request using document file URLs and a list of signers.
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
Reviews
What our customers say
More from Capsule CRM
Capsule CRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Capsule CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Capsule CRM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Capsule CRM to MailchimpMailchimp marketing automation and email platform.
Capsule CRM to StripeStripe is a payment processing platform for online businesses.
Capsule CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into HelloSign
ActiveCampaign to HelloSignActiveCampaign is a marketing automation, email marketing, and CRM platform.
Asana to HelloSignAsana is a collaborative information manager for workspace.
Freshdesk to HelloSignFreshdesk is a cloud-based customer support and helpdesk platform.
Freshworks CRM to HelloSignFreshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.
PagerDuty to HelloSignPagerDuty is an incident management and on-call alerting platform.
Agile CRM to HelloSignAgile CRM is an all-in-one CRM with sales, marketing, and service automation.
Questions
Capsule CRM and HelloSign, answered
How does the agent know which Capsule CRM record a signature request belongs to?
It uses the signer details from the new signature request in HelloSign and runs a party search in Capsule CRM to find the matching person or organization. You decide what happens when no match comes back, such as skipping the note or creating the party first.
Can a signed document be pulled into Capsule CRM?
HelloSign can return a download URL for the documents of a signature request, and that link can be written into a note or entry on the Capsule CRM record. The agent tests every scenario before it goes live, including requests with no matching party.
What can start an automation from Capsule CRM?
Any of Capsule CRM's 8 triggers in the catalog, including New opportunity, New task, New case and New organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in HelloSign when something happens in Capsule CRM?
Any of HelloSign's 8 actions, including Send Reminder, Send Signature Request, Get Account and Get Signature Request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HelloSign to Capsule CRM?
Yes. When something happens in HelloSign, your agent can act in Capsule CRM too. This page covers both directions: HelloSign's triggers and Capsule CRM's actions are listed here as well.
Do I have to build a connector for Capsule CRM or HelloSign?
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 HelloSign 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.