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
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow creates a new contact or updates the details of an existing contact in Yournotify.
Add a new contact in Yournotify when a new contact is added in Capsule CRM
Capsule CRM + Yournotify
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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?
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What is Yournotify?
Yoursnotify is a digital marketing platform that enables users to create email marketing and SMS marketing campaigns.
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Build comprehensive workflows using
Webhook triggers
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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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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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