Integration
Connect Capsule CRM and US Global Mail
When New case fires in Capsule CRM, your agent runs Update mail item in US Global Mail, or New Mail in US Global Mail 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 US Global Mail 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)Example flows
What Capsule CRM and US Global Mail can do together
From Capsule CRM to US Global Mail
When New case in Capsule CRM
then Update mail item in US Global Mail
From US Global Mail 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 US Global Mail
Triggers and actions 9 triggers · 78 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 Mail
Triggers when a new mail item arrives in your US Global Mail mailbox.
- Add address
Adds a new shipping or check-deposit address to your US Global Mail account.
- Add folder
Creates a new mail folder with a name and an optional color.
- Add scan request
Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account.
- Archive mail item
Moves a mail item out of the active inbox into the archive and returns the updated mail item.
- Delete folder
Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled.
- Discard mail item
Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded.
- Get account
Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number.
- Get mail item
Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder.
- Get shipment
Returns the details of one shipment, including its status, tracking number, destination and packed mail items.
- List addresses
Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type.
- List folders
Returns all of your US Global Mail folders, with each folder's name and color.
- List mail items
Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text.
- List scans
Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date.
- List shipments
Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status.
- Update folder
Renames a mail folder or changes its color.
- Update mail item
Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item.
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
Reviews
What our customers say
More from Capsule CRM
Capsule CRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Capsule CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Capsule CRM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Capsule CRM to MailchimpMailchimp marketing automation and email platform.
Capsule CRM to StripeStripe is a payment processing platform for online businesses.
Capsule CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into US Global Mail
Slack to US Global MailSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to US Global MailGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Google Calendar to US Global MailGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Capsule CRM and US Global Mail, 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 US Global Mail when something happens in Capsule CRM?
Any of US Global Mail's 16 actions, including Update folder, Update mail item, Add address and Add folder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from US Global Mail to Capsule CRM?
Yes. When something happens in US Global Mail, your agent can act in Capsule CRM too. This page covers both directions: US Global Mail's triggers and Capsule CRM's actions are listed here as well.
Do I have to build a connector for Capsule CRM or US Global Mail?
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 US Global Mail 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.