Integrate Capsule CRM with Agiled
Send information between Capsule CRM and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Agiled as tasks are initiated in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Agiled whenever a new task is initiated in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in Agiled.
Create tasks in Agiled as tasks are initiated in Capsule CRM
Capsule CRM + Agiled
Create a task in Agiled each time a new task is initiated in Capsule CRM
Eliminate redundant work and streamline task management by creating a record in the business management platform. This flow will create a task in Agiled each time a new task is initiated in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in Agiled.
Create a task in Agiled each time a new task is initiated in Capsule CRM
Capsule CRM + Agiled
Build your own integrations between Capsule CRM and Agiled
Connect Capsule CRM and Agiled with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Capsule CRM and Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
Create client
Creates a new client
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create employee
Creates a new employee
Create task
Creates a new task
Create project
Creates a new project
Create lead
Creates a new lead
Create product
Creates a new product
Create contract
Creates a new contract
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update product
Updates the details of an existing product
Update employee
Updates the details of an existing employee
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
