Integrate Capsule CRM with Aha!

Send information between Capsule CRM and Aha! automatically, without writing any code, using Zoho Flow.

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Set up a new task in Aha! whenever a new task is initiated in Capsule CRM

Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Aha! each time a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Aha!.
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Set up a new task in Aha! whenever a new task is initiated in Capsule CRM

Capsule CRM + Aha!

Build your own integrations between Capsule CRM and Aha!

Connect Capsule CRM and Aha! 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 Aha! 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

Idea updated

Triggers when the details of an existing idea is updated

Page created

Triggers when a new page is created

Feature created

Triggers when a new feature is created

Product created

Triggers when a new product is added

Goal created

Triggers when a new goal is created

Idea created

Triggers when a new idea is created

Idea status changed

Triggers when an idea status is changed

Task created

Triggers when a new task is created

User created

Triggers when a new user is added

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 idea

Creates a new idea in the selected product

Create goal

Creates a new goal in the selected product

Create feature

Creates a new feature in the selected release

Create task

Creates a new task

Create product

Creates a new product

Add user

Adds a new user

Fetch user

Fetches the details of an existing user by email

Fetch feature

Fetches the details of an existing feature by name

Fetch product

Fetches the details of an existing product by its unique ID

Fetch idea

Fetches the details of an existing idea using ID or name

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is Aha!?

Aha! is a project management tool that helps you track releases and ideas. You can set goals, build roadmaps, and consolidate information into a knowledge base.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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