Integrate Capsule CRM with Yournotify

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

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Add a new contact in Yournotify when a new contact is added in Capsule CRM

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Yournotify for new contacts created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact or updates the details of an existing contact in Yournotify.
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Add a new contact in Yournotify when a new contact is added in Capsule CRM

Capsule CRM + Yournotify

Build your own integrations between Capsule CRM and Yournotify

Connect Capsule CRM and Yournotify 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 Yournotify 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 email campaign

Triggers when a new email campaign is created

New list

Triggers when a new list is created

New SMS campaign

Triggers when a new SMS campaign is created

New contact

Triggers when a new contact is created

Updated contact

Triggers when the details of an existing contact are updated

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 list

Creates a new list

Create or update contact

Creates a new contact or updates the details of an existing contact

Create SMS campaign for contact list

Creates a new SMS campaign for an existing contact list

Create email campaign for contact list

Creates a new email campaign for the given contact list

Fetch list

Fetches the details of an existing list by list ID or list name

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 Yournotify?

Yoursnotify is a digital marketing platform that enables users to create email marketing and SMS marketing campaigns.

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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