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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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