Integrate Capsule CRM with Roll
Send information between Capsule CRM and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Roll each time a new task is created in Capsule CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Roll when 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 Roll.
Create a new task in Roll each time a new task is created in Capsule CRM
Capsule CRM + Roll
Create a task in Roll as soon as a task is created in Capsule CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Roll upon the addition of a task 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 Roll.
Create a task in Roll as soon as a task is created in Capsule CRM
Capsule CRM + Roll
Build your own integrations between Capsule CRM and Roll
Connect Capsule CRM and Roll with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Capsule CRM and Roll 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
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project 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
Create task
Creates a new task
Create project
Creates a new project
Create company
Creates a new company
What is Capsule CRM?
Similar apps
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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Toto
Technical Engineer, Master Liveaboards
