--- title: "Connect Capsule CRM to Lob - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Create Address\" in Lob." canonical: "https://apiant.ai/connect/capsule-crm-to-lob" --- # Connect Capsule CRM to Lob When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Create Address** in [Lob](https://apiant.ai/connections/lob). Describe the whole flow and it is built, tested on every scenario and kept running. Capsule CRM **8** triggers Capsule CRM **62** actions Lob **40** 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 Lob 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 Lob - When **New case** in Capsule CRM then **Create Address** in Lob - When **New opportunity** in Capsule CRM then **Create Bank Account** in Lob 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 Lob ## Triggers and actions 8 triggers · 102 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 **Autocomplete US Address** Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type. - Action **Bulk Verify International Addresses** Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable. - Action **Cancel Check** Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window. - Action **Cancel Letter** Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window. - Action **Cancel Postcard** Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window. - Action **Create Address** Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings. - Action **Create Bank Account** Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet. - Action **Create Template** Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version. - Action **Delete Address** Deletes a saved address from Lob. Returns the deleted address's ID. - Action **Delete Bank Account** Deletes a saved bank account from Lob. Returns the deleted bank account's ID. - Action **Delete Template** Deletes an HTML template from Lob. Returns the deleted template's ID. - Action **Get Address** Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it. - Action **Get Bank Account** Returns one saved bank account from Lob by its ID, including whether it has been verified. - Action **Get Check** Returns one check from Lob by its ID, including its amount, status and delivery tracking events. - Action **Get Letter** Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events. - Action **Get Postcard** Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events. - Action **Get Template** Returns one HTML template from Lob by its ID, including its published version and version history. - Action **List Addresses** Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more. - Action **List Bank Accounts** Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more. - Action **List Booklets** Returns the booklets you have created in Lob, newest first, with cursors for paging through more. - Action **List Campaigns** Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more. - Action **List Checks** Returns the checks you have sent through Lob, newest first, with cursors for paging through more. - Action **List Informed Delivery Campaigns** Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more. - Action **List Letters** Returns the letters you have sent through Lob, newest first, with cursors for paging through more. - Action **List Postcards** Returns the postcards you have sent through Lob, newest first, with cursors for paging through more. - Action **List QR Code Analytics** Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total. - Action **List Snap Packs** Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more. - Action **List Templates** Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more. - Action **List Uploads** Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign. - Action **Look Up ZIP Code** Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type. - Action **Reverse Geocode Lookup** Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point. - Action **Send Check** Prints and mails a physical check drawn on your Lob bank account to the recipient address you name. - Action **Send Letter** Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template. - Action **Send Postcard** Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template. - Action **Update Template** Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was. - Action **Validate Recipient Identity** Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score. - Action **Verify Bank Account** Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks. - Action **Verify International Address** Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered. - Action **Verify Single Line US Address** Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable. - Action **Verify US Address** Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable. ## 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) - [ **Lob** Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.](https://apiant.ai/connections/lob) 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 Lob - [ **Smsmobileapi to Lob** Smsmobileapi is a tool that uses your own mobile to send and receive SMS, track missed, incoming and...](https://apiant.ai/connect/smsmobileapi-to-lob) - [ **HubSpot to Lob** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lob) - [ **Salesforce to Lob** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lob) - [ **Slack to Lob** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lob) - [ **Google Sheets to Lob** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-lob) - [ **Gmail to Lob** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lob) Questions ## Capsule CRM and Lob, 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 Lob when something happens in Capsule CRM? Any of Lob's 40 actions, including Create Address, Create Bank Account, Create Template and Send Check. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lob to Capsule CRM? Lob has no triggers in the catalog today, so automations start in Capsule CRM. If you need the other direction, ask: your agent reads Lob's API documentation and adds it. ### ### Do I have to build a connector for Capsule CRM or Lob? 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 Lob 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.