--- title: "Connect Capsule CRM and Timing - APIANT.ai" description: "When \"New case\" fires in Capsule CRM, your agent runs \"Create Project\" in Timing, or \"New Project\" in Timing to \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/capsule-crm-to-timing" --- # Connect Capsule CRM and Timing When **New case** fires in [Capsule CRM](https://apiant.ai/connections/capsule-crm), your agent runs **Create Project** in [Timing](https://apiant.ai/connections/timing), or **New Project** in Timing 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 Timing **4** triggers Timing **21** 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 Timing 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 Timing can do together ### From Capsule CRM to Timing - When **New case** in Capsule CRM then **Create Project** in Timing - When **New opportunity** in Capsule CRM then **Update Project** in Timing ### From Timing to Capsule CRM - When **New Project** in Timing then **Add Task** in Capsule CRM - When **New Team** in Timing 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 Timing ## Triggers and actions 12 triggers · 83 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 **New Project** Triggered when a new project is created in Timing. - Trigger **New Team** Triggered when you are added to a new team in Timing. - Trigger **New Time Entry** Triggered when a new time entry is logged in Timing. - Trigger **New Timer Started and Running** Triggered when a new timer is started and is still running in Timing. - Action **Batch Update Time Entries** Updates several Timing time entries at once — moves them to a project, retitles them, sets notes, billing status or custom fields. Anything left blank is left untouched on the entries. - Action **Create Project** Creates a new project in Timing, optionally under a parent project, and returns the created project. - Action **Create Time Entry** Logs a finished block of work in Timing between a start and end time, optionally against a project, and returns the created time entry. - Action **Delete Project** Deletes a project in Timing, along with all of its child projects. - Action **Delete Time Entry** Deletes a time entry in Timing. - Action **Find Project** Searches your Timing projects by title and returns the first match, plus the full list of matches. - Action **Find Team** Finds a team you belong to in Timing by its name and returns the first match, plus every team whose name matched. - Action **Generate Report** Builds a time report in Timing over a date range, broken down by the columns you choose, and returns the report rows with their durations. - Action **Get Activity Hierarchy** Returns a readable breakdown of what you worked on in Timing over a date range, as tab-indented text grouped by project and app with durations. - Action **List Projects** Returns the projects you can see in Timing, optionally filtered by title, team, or hiding archived ones. - Action **List Team Members** Returns the active members of a Timing team. People with a pending invitation are not included. - Action **List Teams** Returns all the Timing teams you are a member of. - Action **List Time Entries** Returns your Timing time entries, optionally narrowed by date range, project, team member, search text or billing status. - Action **Show Latest Time Entry** Returns your most recent time entry in Timing. - Action **Show Project** Returns a single Timing project with its colour, notes, billing default, parent and child projects. - Action **Show Running Timer** Returns the timer that is currently running in Timing. Errors with a not-found if no timer is running. - Action **Show Time Entry** Returns a single Timing time entry with its times, duration, project, notes and billing status. - Action **Start Timer** Starts a running timer in Timing, stopping any timer that is already running, and returns the new entry. - Action **Stop Timer** Stops the timer that is currently running in Timing and returns the finished time entry. - Action **Update Project** Updates a Timing project's name, colour, notes, archive state or billing default. Anything left blank keeps its current value. - Action **Update Time Entry** Updates a Timing time entry — its times, project, title, notes or billing status. Anything left blank keeps its current value. ## 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) - [ **Timing** Timing is an automatic time tracking app for macOS.](https://apiant.ai/connections/timing) 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 Timing - [ **Favro to Timing** Plan a wedding, build an award winning video game or even send a rocket into space.](https://apiant.ai/connect/favro-to-timing) - [ **Pipefy to Timing** The easy button for processes and workflows Easily organize and run all your processes in one place, leaving...](https://apiant.ai/connect/pipefy-to-timing) - [ **HubSpot to Timing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timing) - [ **Salesforce to Timing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timing) - [ **Slack to Timing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timing) - [ **Gmail to Timing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timing) Questions ## Capsule CRM and Timing, 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 Timing when something happens in Capsule CRM? Any of Timing's 21 actions, including Create Project, Create Time Entry, Update Project and Update Time Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timing to Capsule CRM? Yes. When something happens in Timing, your agent can act in Capsule CRM too. This page covers both directions: Timing's triggers and Capsule CRM's actions are listed here as well. ### ### Do I have to build a connector for Capsule CRM or Timing? 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 Timing 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.