Integrate Capsule CRM with Upwave
Send information between Capsule CRM and Upwave automatically, without writing any code, using Zoho Flow.
Build your own integrations between Capsule CRM and Upwave
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Supported triggers and actions
Integrate Capsule CRM and Upwave 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
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 card
Creates a new card in the selected board
Create task list
Creates a new task list in the selected workspace
Add comment
Adds a comment to the specified card
Update card
Updates the details of an existing card
What is Upwave?
Upwave is project management software that helps you visualise, organise, and prioritise your tasks. You can create teams for different departments and project groups, securely involve customers, contractors, and partners, and assemble or dissolve teams with few clicks.
Similar apps
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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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
Endless integrations. End to manual work.
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