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Integrate Capsule CRM with Aero Workflow
Send information between Capsule CRM and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create tasks in Aero Workflow as tasks are initiated in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Aero Workflow when 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 Aero Workflow.
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Create tasks in Aero Workflow as tasks are initiated in Capsule CRM
Capsule CRM + Aero Workflow
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Build your own integrations between Capsule CRM and Aero Workflow
Connect Capsule CRM and Aero Workflow 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 Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Organization
Triggers when a new organization is created
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New Person
Triggers when a new person is created on Capsule CRM
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New Task
Triggers when a new open task is created
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New User
Triggers when a new user is added
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New Case
Triggers when a new case is created
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New Opportunity
Triggers when a new opportunity is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create Person
Creates a new person on Capsule CRM
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Create Case
Creates a new case
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Create Task
Creates a new task
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Create Opportunity
Creates a new opportunity
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Find person
Finds the details of the specified person by ID
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Create task
Creates a new task
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create appointment
Creates a new appointment
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Create email
Creates a new email
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Fetch contact
Fetches details of an existing contact by ID
What is Capsule CRM?
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What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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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.
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 >