--- title: "Connect Capsule CRM and Padlet - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Add comment\" in Padlet, or \"Board Updated\" in Padlet to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-padlet" --- # Connect Capsule CRM and Padlet When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Add comment** in [Padlet](https://apiant.ai/connections/padlet), or **Board Updated** in Padlet 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 Padlet **2** triggers Padlet **7** 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 Padlet 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 Padlet can do together ### From Capsule CRM to Padlet - When **New case** in Capsule CRM then **Add comment** in Padlet - When **New opportunity** in Capsule CRM then **Get current user** in Padlet ### From Padlet to Capsule CRM - When **Board Updated** in Padlet then **Add Task** in Capsule CRM - When **Post Update** in Padlet 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 Padlet ## Triggers and actions 10 triggers · 69 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 **Board Updated** Triggers when one of the boards belonging to the connected Padlet user is created or updated. - Trigger **Post Update** Triggers when a post on the chosen board is created or updated. - Action **Add comment** Adds a comment with text and/or an attachment to a Padlet post, and returns the created comment. - Action **Add reaction** Adds a reaction (like, star rating, grade or vote) from the connected user to a Padlet post and returns the new reaction. - Action **Create Board** Starts creating a new AI-generated board from plain-language instructions. Returns a status link to check on the board's progress, since Padlet builds the board in the background. - Action **Find Boards** Returns the boards you can access whose title contains the text you specify. - Action **Get board** Returns a Padlet board's details by its ID, and can also return the board's posts, sections and comments. - Action **Get current user** Returns the profile of the Padlet user whose account is connected, optionally with their boards and organizations. - Action **Get organization** Returns a Padlet organization's name, type and your role in it, optionally with its members. You must be an admin or owner of the organization. ## 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) - [ **Padlet** Padlet is a online platform for collaboration and learning.](https://apiant.ai/connections/padlet) 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 Padlet - [ **HubSpot to Padlet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-padlet) - [ **Google Sheets to Padlet** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-padlet) - [ **Gmail to Padlet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-padlet) - [ **Google Calendar to Padlet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-padlet) - [ **Google Drive to Padlet** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-padlet) - [ **Mailchimp to Padlet** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-padlet) Questions ## Capsule CRM and Padlet, 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 Padlet when something happens in Capsule CRM? Any of Padlet's 7 actions, including Create Board, Add comment, Find Boards and Get board. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Padlet to Capsule CRM? Yes. When something happens in Padlet, your agent can act in Capsule CRM too. This page covers both directions: Padlet's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Padlet? 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 Padlet 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.