Integrate Capsule CRM with Quip
Send information between Capsule CRM and Quip automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Quip 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 message
Sends a message to the specified thread
Create document
Creates a new document
Add row to spreadsheet
Adds a row to the specified spreadsheet
Fetch Folder
Fetches the details of an existing folder by ID
What is Capsule CRM?
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What is Quip?
Quip is a collaborative productivity software suite that allows groups of people to create and edit documents and spreadsheets as a team.
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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.
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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