--- title: "Connect MailerSend and Capsule CRM - APIANT.ai" description: "When \"Email Is Clicked Through\" fires in MailerSend, your agent runs \"Add Task\" in Capsule CRM." canonical: "https://apiant.ai/connect/mailersend-to-capsule-crm" --- # Connect MailerSend and Capsule CRM When **Email Is Clicked Through** fires in [MailerSend](https://apiant.ai/connections/mailersend), your agent runs **Add Task** in [Capsule CRM](https://apiant.ai/connections/capsule-crm), or **New case** in Capsule CRM to **Send an Email** in MailerSend. Describe the whole flow and it is built, tested on every scenario and kept running. MailerSend **11** triggers MailerSend **1** action Capsule CRM **8** triggers Capsule CRM **62** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MailerSend and Capsule CRM 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 MailerSend and Capsule CRM can do together ### From MailerSend to Capsule CRM - When **Email Is Clicked Through** in MailerSend then **Add Task** in Capsule CRM - When **Email Is Delivered** in MailerSend then **Create a new task for organization** in Capsule CRM ### From Capsule CRM to MailerSend - When **New case** in Capsule CRM then **Send an Email** in MailerSend 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 MailerSend and Capsule CRM ## Triggers and actions 19 triggers ยท 63 actions - Trigger **Email Is Clicked Through** Triggers when the recipient clicks on a link. - Trigger **Email Is Delivered** Triggers when an email is delivered. - Trigger **Email Is Hard Bounced** Triggers when an email is hard bounced. - Trigger **Email Is Opened** Triggers when an email is opened. - Trigger **Email Is Reported as Spam** Triggers when an email is reported as spam. - Trigger **Email Is Sent** Triggers when an email is sent. - Trigger **Email Is Soft Bounced** Triggers when an email is soft bounced. - Trigger **Recipient Has Unsubscribed** Triggers when a recipient unsubscribes from your mailing activity. - Trigger **SMS Delivery Failed** Triggers when SMS failed to deliver. - Trigger **SMS Is Delivered** Triggers when SMS is delivered. - Trigger **SMS Is Sent** Triggers when SMS is sent. - Action **Send an Email** Send an email via your MailerSend account. - 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 ## Each app on its own - [ **MailerSend** MailerSend is a powerful transactional email system built for developers but designed so non-tech teams can...](https://apiant.ai/connections/mailersend) - [ **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) Reviews ## What our customers say ## More from MailerSend - [ **MailerSend to Giphy** Giphy is the best way to search, share, and discover GIFs on the Internet.](https://apiant.ai/connect/mailersend-to-giphy) - [ **MailerSend to Poplar** Poplar is a web platform for programmatically print and mail.](https://apiant.ai/connect/mailersend-to-poplar) - [ **MailerSend to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mailersend-to-salesforce) - [ **MailerSend to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mailersend-to-slack) - [ **MailerSend to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mailersend-to-stripe) - [ **MailerSend to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mailersend-to-shopify) ## More into Capsule CRM - [ **Slack to Capsule CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-capsule-crm) - [ **ActiveCampaign to Capsule CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-capsule-crm) - [ **Asana to Capsule CRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-capsule-crm) - [ **PagerDuty to Capsule CRM** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connect/pagerduty-to-capsule-crm) - [ **Beanstalk to Capsule CRM** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/beanstalk-to-capsule-crm) - [ **BigML to Capsule CRM** BigML is a machine learning platform for building, evaluating, and running predictive models.](https://apiant.ai/connect/bigml-to-capsule-crm) Questions ## MailerSend and Capsule CRM, answered ### ### What can start an automation from MailerSend? Any of MailerSend's 11 triggers in the catalog, including Email Is Clicked Through, Email Is Delivered, Email Is Hard Bounced and Email Is Opened. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Capsule CRM when something happens in MailerSend? Any of Capsule CRM's 62 actions, including Create a case, Create a new task for organization, Create an open case for organization and Create an open case for person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Capsule CRM to MailerSend? Yes. When something happens in Capsule CRM, your agent can act in MailerSend too. This page covers both directions: Capsule CRM's triggers and MailerSend's actions are listed here as well. ### ### Do I have to build a connector for MailerSend or Capsule CRM? 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 MailerSend and Capsule CRM 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.