Integrate Capsule CRM with Redbooth
Send information between Capsule CRM and Redbooth automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
Build your own integrations between Capsule CRM and 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 Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
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.
Learn more >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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
