Integrate Capsule CRM with Office 365
Send information between Capsule CRM and Office 365 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Calendar added
Triggers when a new calendar is added
Email received
Triggers when a new email is received
Event updated
Triggers when any detail of an existing event is updated
Contact added
Triggers when a new contact is added
Event added
Triggers when a new event is added in the selected calendar
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 event
Creates a new event in the selected calendar
Create contact
Creates a new contact
Send email
Creates and sends an email to a recipient
Update event
Updates the details of an existing event by ID
Update user
Updates the details of a user by ID
Update contact
Updates the details of an existing contact by ID
Find contact folder
Finds a contact folder using name
Fetch user
Fetches the details of a user by display name
Invite user
Invites the specified user to your group
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
Add user
Adds a new account user
What is Capsule CRM?
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