Integrate Capsule CRM with DoneDone
Send information between Capsule CRM and DoneDone automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in DoneDone each time a new task is created in Capsule CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in DoneDone 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 task in the selected project in DoneDone.
Create a new task in DoneDone each time a new task is created in Capsule CRM
Capsule CRM + DoneDone
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Supported triggers and actions
Integrate Capsule CRM and DoneDone 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
Task created
Triggers when a new task is created in the selected project
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 task
Creates a task in the selected project
Add comment
Adds a comment to the specified task
Create project
Creates a new project
Update task priority
Updates the priority of the specified task
Update task status
Updates the status of the specified task
What is Capsule CRM?
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What is DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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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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Technical Engineer, Master Liveaboards
