Integrate Capsule CRM with Wrike
Send information between Capsule CRM and Wrike automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Wrike when new 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 Wrike 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 under the selected folder or project in Wrike.
Set up tasks in Wrike when new tasks are initiated in Capsule CRM
Capsule CRM + Wrike
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Supported triggers and actions
Integrate Capsule CRM and Wrike 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 status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Comment added for task
Triggers when a new comment is added for a task
Folder or project created
Triggers when a new folder or project is created
Task status updated
Triggers when the status of a task is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Task event occurred
Triggers when an event has occurred in a task
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Task created
Triggers when a new task 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 project
Creates a new project under the selected folder
Create task
Creates a new task under the selected folder or project
Create folder
Creates a new folder under the selected parent folder
Add comment to task
Adds a comment to the specified task
Add comment to folder or project
Adds a comment to the selected folder or project
Create time log entry
Creates a new time log entry for the specified task
Fetch user
Fetches the details of an existing user
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 folder or project
Fetches the details of an existing folder or project
What is Capsule CRM?
Similar apps
What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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