--- title: "Connect Capsule CRM and Lokalise - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Create a Task\" in Lokalise, or \"Contributor Added\" in Lokalise to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-lokalise" --- # Connect Capsule CRM and Lokalise When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Create a Task** in [Lokalise](https://apiant.ai/connections/lokalise), or **Contributor Added** in Lokalise 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 Lokalise **16** triggers Lokalise **26** 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 Lokalise 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 and Lokalise can do together ### From Capsule CRM to Lokalise - When **New case** in Capsule CRM then **Create a Task** in Lokalise - When **New opportunity** in Capsule CRM then **Create Comment** in Lokalise ### From Lokalise to Capsule CRM - When **Contributor Added** in Lokalise then **Add Task** in Capsule CRM - When **Key Added** in Lokalise 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 Lokalise ## Triggers and actions 24 triggers · 88 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 **Contributor Added** Triggers when a new contributor is added to a Lokalise project. - Trigger **Contributor Removed** Triggers when a contributor is removed from the selected Lokalise project. - Trigger **Key Added** Triggers when a new translation key is added to a Lokalise project, whether individually or in bulk (import, API or bulk action). Fires once per added key. - Trigger **Key Comment Added** Triggers when someone adds a comment to a translation key in a Lokalise project. - Trigger **Key Modified** Triggers when a translation key is modified in a Lokalise project, either individually or in bulk (renames, tag changes, file assignments, hiding). - Trigger **Key Removed** Triggers when one or more translation keys are removed from a Lokalise project, whether deleted individually, in bulk, through the API, or moved to another project. Fires once per removed key. - Trigger **Language Added** Triggers when one or more languages are added to a Lokalise project, firing once for each language added. - Trigger **Language Removed** Triggers when a language is removed from a Lokalise project. - Trigger **Poll Tasks** Triggers when a new task is created in a Lokalise project. - Trigger **Project Exported** Triggers when translation files are downloaded (exported) from a Lokalise project. - Trigger **Project Imported** Triggers when a translation file is uploaded to a Lokalise project. Fires once per uploaded file. - Trigger **Project Snapshot** Triggers when a snapshot is taken of the selected Lokalise project. - Trigger **Task Created** Triggers when a new translation or review task is created in a Lokalise project. - Trigger **Task Deleted** Triggers when a task is deleted in a Lokalise project. - Trigger **Translation Reviewed** Triggers when a translation is marked or unmarked as reviewed in a Lokalise project, individually or in bulk. - Trigger **Translation Updated** Triggers when a translation is changed in the selected Lokalise project, either one at a time or several at once through a bulk action, file upload or the API. - Action **Add Contributor** Adds a contributor to a Lokalise project, inviting them by email with the chosen languages and permissions. - Action **Add Languages** Adds one or more languages to a Lokalise project, optionally overriding each language's code, name and plural forms. - Action **Create a Key** Creates a new translation key in a Lokalise project, optionally with its translations, tags, comments and screenshots, and returns the new key. - Action **Create a Task** Creates a translation, review or automatic-translation task in a Lokalise project for the chosen keys and languages. - Action **Create Comment** Adds a comment to a translation key in a Lokalise project. - Action **Create Project** Creates a new Lokalise project in your team, optionally with its languages, base language and project type. Returns the created project. - Action **Create Snapshot** Creates a snapshot of a Lokalise project, saving its current state so it can be restored later. - Action **Delete a Key** Deletes a key, with its translations, from a Lokalise project. - Action **Delete a Language** Removes a language from a Lokalise project. - Action **Delete a Task** Deletes a task from a Lokalise project. - Action **Download Files** Exports a Lokalise project's translation files as a.zip bundle and returns the download URL of the bundle. - Action **List All Orders** Returns all translation orders placed under a Lokalise team. - Action **List All Tasks** Returns the tasks in a Lokalise project, optionally filtered by title or status. - Action **List All Translations** Returns the translation items of a Lokalise project (one row per key and language), optionally filtered by language, review status, QA issues or task. - Action **List Project Languages** Returns the languages set up in a Lokalise project, with each language's code, name, direction and plural forms. - Action **List Snapshots** Returns the snapshots saved for a Lokalise project, with each snapshot's title and creation details. - Action **Remove Contributor** Removes a contributor from a Lokalise project. - Action **Retrieve a Comment** Returns a single comment left on a key in a Lokalise project, including its text, author and when it was added. - Action **Retrieve a Contributor** Returns a contributor of a Lokalise project, including their email, name, role flags, languages and permissions. - Action **Retrieve a Key** Returns one translation key from a Lokalise project, including its names, description, platforms, tags, comments, screenshots and translations. - Action **Retrieve a Task** Returns a Lokalise task, including its status, progress, due date and the languages and assignees it covers. - Action **Retrieve Project** Returns a Lokalise project's details, including its name, type, base language, settings and translation statistics. - Action **Update a Key** Updates an existing key in a Lokalise project, such as its name, description, platforms, tags or flags, and returns the updated key. - Action **Update a Translation** Updates the text and review flags of a translation in a Lokalise project. - Action **Update Language** Updates a language in a Lokalise project, changing its code, name or plural forms. - Action **Upload File** Uploads a localization file to a Lokalise project and queues it for import. Returns the queued import process so you can follow its status. ## 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) - [ **Lokalise** Lokalise is a translation management tool that lets you structure and automate workflows while encouraging...](https://apiant.ai/connections/lokalise) 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 Lokalise - [ **HubSpot to Lokalise** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lokalise) - [ **Google Sheets to Lokalise** Google Sheets](https://apiant.ai/connect/google-sheets-to-lokalise) - [ **Gmail to Lokalise** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lokalise) - [ **Google Calendar to Lokalise** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lokalise) - [ **Google Drive to Lokalise** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lokalise) - [ **ActiveCampaign to Lokalise** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lokalise) Questions ## Capsule CRM and Lokalise, 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 Lokalise when something happens in Capsule CRM? Any of Lokalise's 26 actions, including Create a Key, Create a Task, Create Comment and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lokalise to Capsule CRM? Yes. When something happens in Lokalise, your agent can act in Capsule CRM too. This page covers both directions: Lokalise's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Lokalise? 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 Lokalise 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.