Integrate Capsule CRM with Agiled

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

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Create tasks in Agiled as tasks are initiated in Capsule CRM

Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Agiled whenever a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Agiled.
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Create tasks in Agiled as tasks are initiated in Capsule CRM

Capsule CRM + Agiled

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Create a task in Agiled each time a new task is initiated in Capsule CRM

Eliminate redundant work and streamline task management by creating a record in the business management platform. This flow will create a task in Agiled each time a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Agiled.
+

Create a task in Agiled each time a new task is initiated in Capsule CRM

Capsule CRM + Agiled

Build your own integrations between Capsule CRM and Agiled

Connect Capsule CRM and Agiled 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 Agiled using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Case

Triggers when a new case is created

Product created

Triggers when a new product is created

Lead created

Triggers when a new lead is created

Client created

Triggers when a new client is created

Contract created

Triggers when a new contract is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Find person

Finds the details of the specified person by ID

Create employee

Creates a new employee

Create task

Creates a new task

Create project

Creates a new project

Create product

Creates a new product

Create lead

Creates a new lead

Create client

Creates a new client

Create expense

Creates a new expense

Create ticket

Creates a new ticket

Create contract

Creates a new contract

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Update contract

Updates the details of an existing contract

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

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 Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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 >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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