Integrate Capsule CRM with Productive
Send information between Capsule CRM and Productive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Productive when new tasks are initiated in Capsule CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Productive 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 new task in Productive.
Set up tasks in Productive when new tasks are initiated in Capsule CRM
Capsule CRM + Productive
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Supported triggers and actions
Integrate Capsule CRM and Productive 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
Booking created
Triggers when a new booking is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is added
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract 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 contract
Creates a new contract
Create booking
Creates a new booking
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create contact
Creates a new contact
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update contract
Updates the details of an existing contract
Update deal
Updates the details of an existing deal
Update booking
Updates the details of an existing booking
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch company
Fetches the details of an existing company using name
Fetch project
Fetches the details of an existing project using project ID
Fetch people
Fetches the details of the specified people
Fetch deal
Fetches the details of an existing deal using ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch task
Fetches the details of an existing task using task ID
What is Capsule CRM?
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What is Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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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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