Integrate Capsule CRM with LessAccounting

Send information between Capsule CRM and LessAccounting automatically, without writing any code, using Zoho Flow.

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Connect Capsule CRM and LessAccounting with over 1000+ 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 LessAccounting using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

Contact created

Triggers when you add a new contact

Expense created

Triggers when a new expense is added

Business created

Triggers when you add a new business

Payment created

Triggers when a new payment is created

Invoice created

Triggers when a new invoice is added

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 invoice

Adds a new invoice

Create expense

Adds a new expense

Add line item

Adds a new line item in the specified proposal or invoice

Create contact

Adds a new contact

Update contact

Updates the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch expense

Fetches the details of an existing expense

Fetch contact

Fetches the details of an existing contact

Fetch payment

Fetches the details of an existing payment

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is LessAccounting?

LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.

Accounting

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

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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