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Integrate Capsule CRM with Yodiz
Send information between Capsule CRM and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in Yodiz when new tasks are initiated in Capsule CRM
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Yodiz each time 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 the selected user story in Yodiz.
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Set up tasks in Yodiz when new tasks are initiated in Capsule CRM
Capsule CRM + Yodiz
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Build your own integrations between Capsule CRM and Yodiz
Connect Capsule CRM and Yodiz 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 Yodiz using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Organization
Triggers when a new organization is created
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New Person
Triggers when a new person is created on Capsule CRM
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New Task
Triggers when a new open task is created
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New User
Triggers when a new user is added
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New Case
Triggers when a new case is created
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New Opportunity
Triggers when a new opportunity is created
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User story created
Triggers when a new user story is created
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Task created
Triggers when a new task is created in a user story
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Issue created
Triggers when a new issue is created
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Epic created
Triggers when a new epic is created
All Actions - Actions are the automated tasks
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Create Person
Creates a new person on Capsule CRM
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Create Case
Creates a new case
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Create Task
Creates a new task
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Create Opportunity
Creates a new opportunity
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Find person
Finds the details of the specified person by ID
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Update epic
Updates the details of an existing epic
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Create user story
Creates a new user story
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Update issue
Updates the details of an existing issue
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Create epic
Creates a new epic
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Create issue
Creates a new issue
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Update user story
Updates the details of an existing user story
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Create task
Creates a new task in the selected user story
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Update task
Updates the details of an existing task
What is Capsule CRM?
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What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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