Integrate Capsule CRM with Apptio Targetprocess

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

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Create a new task in Apptio Targetprocess each time a new task is created in Capsule CRM

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Apptio Targetprocess when 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 Apptio Targetprocess.
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Create a new task in Apptio Targetprocess each time a new task is created in Capsule CRM

Capsule CRM + Apptio Targetprocess

Build your own integrations between Capsule CRM and Apptio Targetprocess

Connect Capsule CRM and Apptio Targetprocess with over 1000+ 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 Apptio Targetprocess 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

New comment

Triggers when a new comment is added

New bug

Triggers when a new bug is created

New task

Triggers when a new task is created

New build

Triggers when a new build is created

New iteration

Triggers when a new iteration is added

New request

Triggers when a new request is created

New feature

Triggers when new feature is created

New release

Triggers when a new release is created

New time record

Triggers when a new time record is created

New user story

Triggers when a new user story is created

New project

Triggers when a new project is created

New team iteration

Triggers when a new team iteration 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 request

Creates a new request

Add requester to request

Creates a new requester and adds them to an existing request

Create build

Creates a new build

Add comment

Adds a new comment to an existing entity

Create user story

Creates a new user story

Create time record

Creates a new time record

Create bug

Creates a new bug

Create feature

Creates a new feature

Create task

Creates a new task

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 Apptio Targetprocess?

Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.

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.

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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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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