Integration
Connect Capsule CRM and Wachete
When List projects fires in Capsule CRM, your agent runs Create monitor in Wachete, or Any new notification in Wachete 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 Wachete 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)Wachete watches the pages you care about — a client's pricing page, a tender listing, a supplier's terms — and Capsule CRM holds the companies, cases and tasks behind them. Connecting the two means a page change lands as a note, case or task on the right record in Capsule, and new records in Capsule can start a monitor in Wachete.
Example flows
What Capsule CRM and Wachete can do together
From Capsule CRM to Wachete
When List projects in Capsule CRM
then Create monitor in Wachete
From Wachete 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 Wachete
Triggers and actions 10 triggers · 69 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
- Any new notification
Fires when there is a new change notification from any monitor in your Wachete account.
- New notification for monitor
Fires when there is a new change notification from the specified Wachete monitor (taskId).
- Create monitor
Create a new Wachete monitor (wachet) that watches a web page or part of a page for changes.
- Delete monitor
Delete a Wachete monitor by its ID.
- Get monitor
Get information about a specific Wachete monitor by its ID.
- Get monitor data
Get the captured data/history for a Wachete monitor, optionally as a diff and within a date range.
- List folders
List folder contents, optionally under a parent folder.
- List notifications
List change notifications, optionally filtered by monitor (taskId) and date range.
- Update monitor
Change the settings of an existing Wachete monitor — name, URL, watched/excluded XPath, regex, note, job type, check frequency and location, crawl options, folder, alerts, notification endpoints, headers and proxies. A partial update: the op first reads the monitor's current record, overlays only the fields you filled in, then writes the merged record back, so anything you leave blank keeps its current value — including settings this op does not expose. Identify the monitor by its id. Check frequency is in seconds (86400 = daily) and is ignored if not positive; the true/false options take the words true or false; alerts, notification endpoints, headers and proxies take JSON. Returns the monitor id, name and URL after the update plus the full monitor record.
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 Wachete
Slack to WacheteSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
QuickBooks Online to WacheteQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pipedrive to WachetePipedrive is a sales CRM and pipeline management tool.
Questions
Capsule CRM and Wachete, answered
How does the change get attached to the right company in Capsule CRM?
The agent searches parties in Capsule CRM using the company name or site from the Wachete monitor, then creates the note or task against the match it finds. If no party comes back, it can create the case or organization instead, so nothing is written to a wrong record.
Can a monitor be set up automatically when a record is added in Capsule CRM?
Yes — a new organization or a project surfacing in Capsule CRM can create a Wachete monitor for the page you name, or update an existing monitor's settings such as its check frequency. The agent tests every scenario before it runs on live records.
What can start an automation from Capsule CRM?
Any of Capsule CRM's 8 triggers in the catalog, including List projects, New organization, New case and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Wachete when something happens in Capsule CRM?
Any of Wachete's 7 actions, including Create monitor, Get monitor data, Update monitor and Get monitor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wachete to Capsule CRM?
Yes. When something happens in Wachete, your agent can act in Capsule CRM too. This page covers both directions: Wachete's triggers and Capsule CRM's actions are listed here as well.
Do I have to build a connector for Capsule CRM or Wachete?
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 Wachete 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.