Integrate Capsule CRM with Flow
Send information between Capsule CRM and Flow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Flow when new tasks are initiated in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Flow each time 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 the selected workspace in Flow.
Set up tasks in Flow when new tasks are initiated in Capsule CRM
Capsule CRM + Flow
Build your own integrations between Capsule CRM and Flow
Connect Capsule CRM and Flow 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 Flow 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
List updated
Triggers when the selected list is updated
Task updated
Triggers when the selected task is updated
New task
Triggers when a new task is created
New workspace
Triggers when a new workspace is created
New list
Triggers when a new list 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
Post comment
Posts a comment in the selected task
Create task
Creates a new task in the selected workspace
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
