Integrate Capsule CRM with Favro
Send information between Capsule CRM and Favro automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Favro whenever a new task is initiated in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Favro every time a new task is added 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 a card in Favro.
Set up a new task in Favro whenever a new task is initiated in Capsule CRM
Capsule CRM + Favro
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Supported triggers and actions
Integrate Capsule CRM and Favro 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
Card updated
Triggers when any field (except comments) of a card is changed
Task created
Triggers when a new task is created in a card
Card created
Triggers when a card is created
Card committed
Triggers when a card is committed to another widget
Card moved
Triggers when a card is moved on a widget
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 task
Creates a new task in a card
Create task list
Create a new task list in card
Create card
Creates a new card
What is Favro?
Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.
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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.
Learn more >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
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
