Integrate Capsule CRM with Taskworld
Send information between Capsule CRM and Taskworld automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Taskworld as tasks are initiated in Capsule CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Taskworld 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 Taskworld.
Create tasks in Taskworld as tasks are initiated in Capsule CRM
Capsule CRM + Taskworld
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Supported triggers and actions
Integrate Capsule CRM and Taskworld 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
Project created
Triggers when a new project 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
Add task to task list
Adds a task to a task list in the specified project and workspace
Create message
Creates a message in the selected workspace
Create task
Creates a new task
Create project
Creates a new project
Create tag
Creates a new tag
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user
Fetch tag
Fetches the details of an existing tag
Remove tag from task
Removes an existing tag from the specified task
What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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