Integrate Capsule CRM with TeamGrid
Send information between Capsule CRM and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in TeamGrid 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 TeamGrid 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 TeamGrid.
Create a new task in TeamGrid each time a new task is created in Capsule CRM
Capsule CRM + TeamGrid
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Supported triggers and actions
Integrate Capsule CRM and TeamGrid 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
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Project created
Triggers when a new project is created
Task created
Triggers when a task is created
Contact created
Triggers when a new contact 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 project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
Complete task
Completes an existing task
What is Capsule CRM?
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What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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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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Technical Engineer, Master Liveaboards
