Integrate Capsule CRM with Teamwork Projects
Send information between Capsule CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new task in Teamwork Projects each time a new task is created in Capsule CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Teamwork Projects whenever a new task is initiated 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 the selected task list in Teamwork Projects.
Create a new task in Teamwork Projects each time a new task is created in Capsule CRM
Capsule CRM + Teamwork Projects
Build your own integrations between Capsule CRM and Teamwork Projects
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Supported triggers and actions
Integrate Capsule CRM and Teamwork Projects 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 person in project
Triggers when a new person is added in the selected project
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New task list
Triggers when a new task list is created in the selected project
New company
Triggers when a new company is created
New message
Triggers when a new message is created in the selected project
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 milestone
Creates a new milestone in the selected project
Add person
Adds a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Create company
Creates a new company
Create task
Creates a new task in the selected task list
Fetch project
Fetches the details of an existing project
Fetch tag
Fetches the details of a tag by ID or name
Fetch task
Fetches the details of an existing task
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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