Integrate Capsule CRM with Redbooth
Send information between Capsule CRM and Redbooth automatically, without writing any code, using Zoho Flow.
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Set up tasks in Redbooth when new tasks are initiated in Capsule CRM
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Redbooth each time a new task is created 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 Redbooth.
Set up tasks in Redbooth when new tasks are initiated in Capsule CRM
Capsule CRM + Redbooth
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Supported triggers and actions
Integrate Capsule CRM and Redbooth 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 notification
Triggers when you have a new notification
New task list
Triggers when a new task list is created
New task
Triggers when a new task is created
New workspace
Triggers when a new workspace is created in the selected organization
New organization
Triggers when a new organization 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 comment
Adds a new comment
Create task
Creates a new task
Create organization
Creates a new organization
Create task list
Creates a new task list
Create workspace
Creates a new workspace in the selected organization
What is Capsule CRM?
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What is Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
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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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