--- title: "Connect Caspio and REsimpli - APIANT.ai" description: "When \"New or Updated Record\" fires in Caspio, your agent runs \"Add Contact Details to Lead\" in REsimpli." canonical: "https://apiant.ai/connect/caspio-to-resimpli" --- # Connect Caspio and REsimpli When **New or Updated Record** fires in [Caspio](https://apiant.ai/connections/caspio), your agent runs **Add Contact Details to Lead** in [REsimpli](https://apiant.ai/connections/resimpli), or **New Agent** in REsimpli to **Find Records** in Caspio. Describe the whole flow and it is built, tested on every scenario and kept running. Caspio **4** triggers Caspio **4** actions REsimpli **4** triggers REsimpli **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Caspio and REsimpli 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 Caspio and REsimpli can do together ### From Caspio to REsimpli - When **New or Updated Record** in Caspio then **Add Contact Details to Lead** in REsimpli - When **New Record** in Caspio then **Add Contact to Lead** in REsimpli ### From REsimpli to Caspio - When **New Agent** in REsimpli then **Find Records** in Caspio - When **New Buyer** in REsimpli then **Find View Records** in Caspio 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 Caspio and REsimpli ## Triggers and actions 8 triggers · 37 actions - Trigger **Deleted Record** Fires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Trigger **New or Updated Record** Fires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Trigger **New Record** Fires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId,...}. - Trigger **Updated Record** Fires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. - Action **Download File from Field** Download the file stored in an Attachment-type field of a specific record. Returns the raw file content. - Action **Find Records** Query records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records. - Action **Find View Records** Query records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit. - Action **Upload File to Field** Upload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type). - Trigger **New Agent** Triggers when a new agent is added in REsimpli. - Trigger **New Buyer** Triggers when a new buyer is added in REsimpli. - Trigger **New Lead** Triggers when a new lead is added in REsimpli. - Trigger **New Vendor** Triggers when a new vendor is added in REsimpli. - Action **Add Activity** Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli. - Action **Add Contact Details to Lead** Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead. - Action **Add Contact to Lead** Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact. - Action **Add Tags to Agent** Adds one or more existing agent tags to an agent in REsimpli. - Action **Add Tags to Buyer** Adds one or more existing buyer tags to a buyer in REsimpli. - Action **Add Tags to Lead** Adds one or more existing lead tags to a lead in REsimpli. - Action **Add Tags to Vendor** Adds one or more existing vendor tags to a vendor in REsimpli. - Action **Create Buyer** Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences. - Action **Create Lead** Creates a new lead (property and seller contact) in REsimpli and returns the created lead. - Action **Create Tag** Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more). - Action **Create Vendor** Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting. - Action **Delete Agent** Deletes an agent in REsimpli (soft delete). - Action **Delete Buyer** Deletes a buyer in REsimpli (soft-delete). - Action **Download File** Downloads a file stored on a REsimpli lead, buyer, vendor or agent record. - Action **Get Buyer** Returns the full details of a buyer in REsimpli. - Action **Get Vendor** Returns the full details of a vendor in REsimpli. - Action **List Activities** Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record. - Action **List Agents** Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area. - Action **List Buyers** Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states. - Action **List Call Logs** Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record. - Action **List Contacts** Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term. - Action **List Files** Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text. - Action **List Leads** Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call). - Action **List Vendors** Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas. - Action **Remove Contact from Lead** Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary. - Action **Remove Tags from Agent** Removes one or more tags from an agent in REsimpli. - Action **Remove Tags from Buyer** Removes one or more tags from a buyer in REsimpli. - Action **Remove Tags from Lead** Removes one or more tags from a lead in REsimpli. - Action **Update Agent Status** Moves an agent to another pipeline status in REsimpli, optionally completing open tasks. - Action **Update Buyer Status** Moves a buyer to another pipeline status in REsimpli. - Action **Update Custom Question Answers** Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept. - Action **Update Lead Status** Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks. - Action **Update Vendor Status** Moves a vendor to another pipeline status in REsimpli. ## Each app on its own - [ **Caspio** Caspio is a low-code database platform for building online database applications.](https://apiant.ai/connections/caspio) - [ **REsimpli** REsimpli is simple real estate investment software that requires NO customization.](https://apiant.ai/connections/resimpli) Reviews ## What our customers say ## More from Caspio - [ **Caspio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/caspio-to-salesforce) - [ **Caspio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/caspio-to-slack) - [ **Caspio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/caspio-to-stripe) - [ **Caspio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/caspio-to-shopify) - [ **Caspio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/caspio-to-quickbooks-online) - [ **Caspio to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/caspio-to-pipedrive) ## More into REsimpli - [ **HubSpot to REsimpli** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resimpli) - [ **Google Sheets to REsimpli** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-resimpli) - [ **Gmail to REsimpli** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resimpli) - [ **Google Calendar to REsimpli** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resimpli) - [ **Google Drive to REsimpli** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resimpli) - [ **Mailchimp to REsimpli** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resimpli) Questions ## Caspio and REsimpli, answered ### ### What can start an automation from Caspio? Any of Caspio's 4 triggers in the catalog, including New or Updated Record, New Record, Updated Record and Deleted Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in REsimpli when something happens in Caspio? Any of REsimpli's 33 actions, including Create Buyer, Create Lead, Create Tag and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from REsimpli to Caspio? Yes. When something happens in REsimpli, your agent can act in Caspio too. This page covers both directions: REsimpli's triggers and Caspio's actions are listed here as well. ### ### Do I have to build a connector for Caspio or REsimpli? 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 Caspio and REsimpli 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.