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
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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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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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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