Integrate Capsule CRM with Upwave

Send information between Capsule CRM and Upwave automatically, without writing any code, using Zoho Flow.

Build your own integrations between Capsule CRM and Upwave

Connect Capsule CRM and Upwave with over 950+ 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 Upwave 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

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 card

Creates a new card in the selected board

Add comment

Adds a comment to the specified card

Create task list

Creates a new task list in the selected workspace

Update card

Updates the details of an existing card

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is Upwave?

Upwave is project management software that helps you visualise, organise, and prioritise your tasks. You can create teams for different departments and project groups, securely involve customers, contractors, and partners, and assemble or dissolve teams with few clicks.

Project Management

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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