Integrate Capsule CRM with Teamwork Projects
Send information between Capsule CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Teamwork Projects each time a new task is created in Capsule CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Teamwork Projects whenever a new task is initiated 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 the selected task list in Teamwork Projects.
Create a new task in Teamwork Projects each time a new task is created in Capsule CRM
Capsule CRM + Teamwork Projects
Build your own integrations between Capsule CRM and Teamwork Projects
Connect Capsule CRM and Teamwork Projects 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 Teamwork Projects 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
New project
Triggers when a new project is created
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New company
Triggers when a new company is created
New task list
Triggers when a new task list is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New task
Triggers when a new task is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
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 message
Creates a new message in the selected project
Create project
Creates a new project
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Create time entry
Creates a new time entry in the selected project
Fetch person
Fetches the details of a person by person ID or email address
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing project
Fetch company
Fetches the details of an existing company
What is Capsule CRM?
Similar apps
What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
Similar apps
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
