Integrate Capsule CRM with Favro
Send information between Capsule CRM and Favro automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Favro whenever a new task is initiated in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Favro every time a new task is added 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 a card in Favro.
Set up a new task in Favro whenever a new task is initiated in Capsule CRM
Capsule CRM + Favro
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Supported triggers and actions
Integrate Capsule CRM and Favro 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
Card committed
Triggers when a card is committed to another widget
Card updated
Triggers when any field (except comments) of a card is changed
Card created
Triggers when a card is created
Task created
Triggers when a new task is created in a card
Card moved
Triggers when a card is moved on a widget
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 new task in a card
Create card
Creates a new card
Create task list
Create a new task list in card
What is Capsule CRM?
Similar apps
What is Favro?
Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.
Similar apps
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.
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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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
