Integrate Capsule CRM with Insightful
Send information between Capsule CRM and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Insightful as tasks are initiated in Capsule CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Insightful 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 Insightful.
Create tasks in Insightful as tasks are initiated in Capsule CRM
Capsule CRM + Insightful
Build your own integrations between Capsule CRM and Insightful
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Supported triggers and actions
Integrate Capsule CRM and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Organization
Triggers when a new organization is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
Create team
Creates a new team
Create employee
Creates a new employee
Create project
Creates a new project
Create task
Creates a new task
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
Fetch team
Fetches the details of an existing team using ID
What is Capsule CRM?
Similar apps
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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Webhook triggers
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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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
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
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