Integrate Capsule CRM with Quire

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

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Create tasks in Quire as tasks are initiated in Capsule CRM

Facilitate better time management by automating routine task scheduling. This flow will create a new task in Quire when 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 adds a new task into a project or a task in Quire.
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Create tasks in Quire as tasks are initiated in Capsule CRM

Capsule CRM + Quire

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Supported triggers and actions

Integrate Capsule CRM and Quire 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

Add sublist

Adds a new sublist in a project

Add task

Adds a new task into a project or a task

Add comment

Adds a comment to a project or a task

Add status

Adds a new status in a project

Update sublist

Updates the details of an existing sublist

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update status

Updates the details of an existing status by value

Fetch task

Fetches the details of an existing task under the given project by task ID or related tasks

Fetch project

Fetches the details of an existing project by ID

Fetch organisation

Fetches the details of an existing organisation by ID

Fetch status

Fetch the details of an existing status by value

Fetch task - By task OID

Fetches the details of an existing task by OID

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 Quire?

Quire is a new-generation web-based project management tool that helps people get their ideas down, organize them into goals and break them down into doable tasks that are nested in a hierarchical list.

Project Management

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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