Integrate Capsule CRM with Podio

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

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Create tasks in Podio as tasks are initiated in Capsule CRM

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Podio each time 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 Podio.
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Create tasks in Podio as tasks are initiated in Capsule CRM

Capsule CRM + Podio

Build your own integrations between Capsule CRM and Podio

Connect Capsule CRM and Podio with over 950+ 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 Podio 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 Task

Triggers when a new task is created in the selected workspace

New Organization

Triggers when a new organization is created

New Workspace

Triggers when a new workspace is created

Update Item

Triggers when an existing item is updated

New Application

Triggers when a new app is created in the selected workspace

New Item

Triggers when a new item 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

Create Status

Creates a new status in the selected workspace

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 Podio?

Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.

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

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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