Integrate Capsule CRM with Aha!
Send information between Capsule CRM and Aha! automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in Aha!.
Set up a new task in Aha! whenever a new task is initiated in Capsule CRM
Capsule CRM + Aha!
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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?
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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.
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