Integration
Connect Capsule CRM and Klaviyo
When New case fires in Capsule CRM, your agent runs Get Profile by Email in Klaviyo, or New Event in Klaviyo 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 Klaviyo 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)Klaviyo holds the email and SMS profiles; Capsule CRM holds the people, organizations, cases and opportunities your sales team works. Connecting them means a new contact in Capsule CRM can become a Klaviyo profile on the right list, and what people do in Klaviyo can show up as tasks and notes on the Capsule record the team already reads.
Example flows
What Capsule CRM and Klaviyo can do together
From Capsule CRM to Klaviyo
When New case in Capsule CRM
then Get Profile by Email in Klaviyo
From Klaviyo 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 Klaviyo
Triggers and actions 10 triggers · 200 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 Event
Polling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime.
- New or Updated Profile
Polling trigger. Fires when a profile is created or updated, ordered by most-recently updated.
- Add Categories to Catalog Item
Add Categories to Catalog Item
- Add Items to Catalog Category
Add Items to Catalog Category
- Add Profiles to List
Add Profiles to List
- Add Profile to List
Add an existing profile to a list by profile ID.
- Bulk Create Catalog Categories
Bulk Create Catalog Categories
- Bulk Create Catalog Items
Bulk Create Catalog Items
- Bulk Create Catalog Variants
Bulk Create Catalog Variants
- Bulk Create Coupon Codes
Bulk Create Coupon Codes
- Bulk Create Events
Bulk Create Events
- Bulk Delete Catalog Categories
Bulk Delete Catalog Categories
- Bulk Delete Catalog Items
Bulk Delete Catalog Items
- Bulk Delete Catalog Variants
Bulk Delete Catalog Variants
- Bulk Import Profiles
Bulk Import Profiles
- Bulk Subscribe Profiles
Bulk Subscribe Profiles
- Bulk Suppress Profiles
Bulk Suppress Profiles
- Bulk Unsubscribe Profiles
Bulk Unsubscribe Profiles
- Bulk Unsuppress Profiles
Bulk Unsuppress Profiles
- Bulk Update Catalog Categories
Bulk Update Catalog Categories
- Bulk Update Catalog Items
Bulk Update Catalog Items
- Bulk Update Catalog Variants
Bulk Update Catalog Variants
- Cancel Campaign Send
Cancel Campaign Send
- Clone Campaign
Clone Campaign
- Clone Template
Clone Template
- Create Back In Stock Subscription
Create Back In Stock Subscription
- Create Campaign
Create Campaign
- Create Campaign Clone
Create Campaign Clone
- Create Catalog Category
Create Catalog Category
- Create Catalog Item
Create Catalog Item
- Create Catalog Variant
Create Catalog Variant
- Create Coupon
Create Coupon
- Create Coupon Code
Create Coupon Code
- Create Event
Track an event for a profile (e.g. a custom metric like "Placed Order").
- Create Flow
Create Flow
- Create List
Create a new list.
- Create or Update Profile
Create a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id).
- Create Profile
Create a new profile. Errors if a profile with the email already exists.
- Create Segment
Create Segment
- Create Tag
Create Tag
- Create Template
Create Template
- Delete Campaign
Delete Campaign
- Delete Catalog Category
Delete Catalog Category
- Delete Catalog Item
Delete Catalog Item
- Delete Catalog Variant
Delete Catalog Variant
- Delete Coupon
Delete Coupon
- Delete Coupon Code
Delete Coupon Code
- Delete Flow
Delete Flow
- Delete List
Delete List
- Delete Segment
Delete Segment
- Delete Tag
Delete Tag
- Delete Template
Delete Template
- Get Campaign
Get Campaign
- Get Campaign Recipient Estimation
Get Campaign Recipient Estimation
- Get Campaigns
Get Campaigns
- Get Catalog Categories
Get Catalog Categories
- Get Catalog Category
Get Catalog Category
- Get Catalog Item
Get Catalog Item
- Get Catalog Items
Get Catalog Items
- Get Catalog Variant
Get Catalog Variant
- Get Catalog Variants
Get Catalog Variants
- Get Coupon
Get Coupon
- Get Coupon Code
Get Coupon Code
- Get Coupon Codes
Get Coupon Codes
- Get Coupons
Get Coupons
- Get Event
Get Event
- Get Events
Retrieve events, optionally filtered (e.g. by metric or profile).
- Get Flow
Get Flow
- Get Flows
Get Flows
- Get Flows Triggered by List
Get Flows Triggered by List
- Get Flows Triggered by Metric
Get Flows Triggered by Metric
- Get Flows Triggered by Segment
Get Flows Triggered by Segment
- Get Form
Get Form
- Get Forms
Get Forms
- Get Form Version
Get Form Version
- Get Image
Get Image
- Get Images
Get Images
- Get List
Get List
- Get List Profiles
Get all profiles that are members of a given list.
- Get Lists
Retrieve all lists in the account.
- Get Metric
Get Metric
- Get Metrics
Retrieve all metrics in the account.
- Get Profile
Get Profile
- Get Profile by Email
Fetch a single profile by its email address. Emits empty values if no profile is found.
- Get Profile by ID
Fetch a single profile by its Klaviyo profile ID.
- Get Profiles
List profiles, optionally filtered by email or other attributes.
- Get Push Tokens
Get Push Tokens
- Get Reviews
Get Reviews
- Get Segment
Get Segment
- Get Segment Profiles
Get all profiles in a given segment.
- Get Segments
Retrieve all segments in the account.
- Get Tag
Get Tag
- Get Tags
Get Tags
- Get Template
Get Template
- Get Templates
Get Templates
- Merge Profiles
Merge Profiles
- Query Campaign Values
Query Campaign Values
- Query Flow Series
Query Flow Series
- Query Flow Values
Query Flow Values
- Query Form Series
Query Form Series
- Query Form Values
Query Form Values
- Query Metric Aggregates
Query Metric Aggregates
- Query Segment Series
Query Segment Series
- Query Segment Values
Query Segment Values
- Refresh Campaign Recipient Estimation
Refresh Campaign Recipient Estimation
- Remove Categories from Catalog Item
Remove Categories from Catalog Item
- Remove Items from Catalog Category
Remove Items from Catalog Category
- Remove Profile from List
Remove a profile from a list by profile ID.
- Remove Profiles from List
Remove Profiles from List
- Remove Tag from Campaigns
Remove Tag from Campaigns
- Remove Tag from Flows
Remove Tag from Flows
- Remove Tag from Lists
Remove Tag from Lists
- Remove Tag from Segments
Remove Tag from Segments
- Render Template
Render Template
- Request Profile Deletion
Request Profile Deletion
- Send Campaign
Send Campaign
- Subscribe Profile
Subscribe a profile (email/SMS consent) to a given list.
- Suppress Profile
Suppress a profile from receiving email marketing (global suppression).
- Tag Campaigns
Tag Campaigns
- Tag Flows
Tag Flows
- Tag Lists
Tag Lists
- Tag Segments
Tag Segments
- Unsubscribe Profile
Unsubscribe a profile from email/SMS marketing for a given list.
- Update Campaign
Update Campaign
- Update Catalog Category
Update Catalog Category
- Update Catalog Item
Update Catalog Item
- Update Catalog Variant
Update Catalog Variant
- Update Categories for Catalog Item
Update Categories for Catalog Item
- Update Coupon
Update Coupon
- Update Coupon Code
Update Coupon Code
- Update Flow Status
Update Flow Status
- Update Image
Update a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result — so anything you leave blank keeps its current value.
- Update Items for Catalog Category
Update Items for Catalog Category
- Update List
Update List
- Update Profile
Update an existing profile by its Klaviyo profile ID.
- Update Segment
Update Segment
- Update Tag
Update Tag
- Update Template
Update Template
- Upload Image From File
Upload Image From File
- Upload Image From URL
Upload Image From URL
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
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What our customers say
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Questions
Capsule CRM and Klaviyo, answered
How do you match a Capsule CRM person to the right Klaviyo profile?
The email address is the link: Get Profile by Email looks the person up in Klaviyo, and Create or Update Profile writes to the matching profile or makes one if there is none. If the Capsule record has no email, you can tell the agent to skip it.
Can activity in Klaviyo show up on the Capsule CRM record?
Yes. A new event in Klaviyo can add a task in Capsule CRM for the contact's owner, or attach a note to the party, case or opportunity so the sales team sees it where they work.
What can start an automation from Capsule CRM?
Any of Capsule CRM's 8 triggers in the catalog, including New case, New opportunity, New person and New organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Klaviyo when something happens in Capsule CRM?
Any of Klaviyo's 138 actions, including Add Profile to List, Create Event, Get Profile by Email and Create Back In Stock Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Klaviyo to Capsule CRM?
Yes. When something happens in Klaviyo, your agent can act in Capsule CRM too. This page covers both directions: Klaviyo's triggers and Capsule CRM's actions are listed here as well.
Do I have to build a connector for Capsule CRM or Klaviyo?
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 Klaviyo 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.