Integrate Capsule CRM with Clinked
Send information between Capsule CRM and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Clinked whenever a new task is initiated in Capsule CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Clinked 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 Clinked.
Set up a new task in Clinked whenever a new task is initiated in Capsule CRM
Capsule CRM + Clinked
Build your own integrations between Capsule CRM and Clinked
Connect Capsule CRM and Clinked with over 800+ 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 Clinked using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Person
Triggers when a new person is created on Capsule CRM
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Person
Creates a new person on Capsule CRM
Create Task
Creates a new task
Create Case
Creates a new case
Find person
Finds the details of the specified person by ID
Create or update folder
Creates a new folder or updates an existing folder
Create member
Creates a new member
Create event
Creates a new event
Create discussion
Creates a new discussion
Create note
Creates a new note
Create task
Creates a new task
Duplicate a group
Duplicates an existing group
Create group
Creates a new group
Update member
Updates the details of the specified member
Fetch member
Fetches the details of an existing member by username
Fetch group
Fetches the details of an existing group by group ID
What is Capsule CRM?
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What is Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, 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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
