Integrate Capsule CRM with Podio
Send information between Capsule CRM and Podio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Podio as 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 Podio 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 Podio.
Create tasks in Podio as tasks are initiated in Capsule CRM
Capsule CRM + Podio
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Supported triggers and actions
Integrate Capsule CRM and Podio 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
New Task
Triggers when a new task is created in the selected workspace
New Workspace
Triggers when a new workspace is created
New Organization
Triggers when a new organization is created
New Application
Triggers when a new app is created in the selected workspace
Update Item
Triggers when an existing item is updated
New Item
Triggers when a new item 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 Task
Creates a new task
Create Status
Creates a new status in the selected workspace
What is Capsule CRM?
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What is Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
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