Integrate Capsule CRM with GatewayAPI
Send information between Capsule CRM and GatewayAPI automatically, without writing any code, using Zoho Flow.
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Send a welcome email in GatewayAPI when a new contact is created in Capsule CRM
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in GatewayAPI when a new contact is created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow sends an SMS message to a specified group of recipients in GatewayAPI.
Send a welcome email in GatewayAPI when a new contact is created in Capsule CRM
Capsule CRM + GatewayAPI
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Supported triggers and actions
Integrate Capsule CRM and GatewayAPI 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
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
Send SMS message
Sends an SMS message to a specified group of recipients
Schedule SMS message
Schedules the specified outgoing SMS messages
Fetch message
Fetch details of the specified SMS message
Fetch balance
Fetches the details of your account balance
What is Capsule CRM?
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What is GatewayAPI?
GatewayAPI is an SMS gateway and services platform that lets you send, receive, and automate SMS messages.
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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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
