Integrate Capsule CRM with DoneDone

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

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Create a new task in DoneDone each time a new task is created in Capsule CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in DoneDone 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 task in the selected project in DoneDone.
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Create a new task in DoneDone each time a new task is created in Capsule CRM

Capsule CRM + DoneDone

Build your own integrations between Capsule CRM and DoneDone

Connect Capsule CRM and DoneDone with over 850+ 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 DoneDone 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

Task created

Triggers when a new task is created in the selected project

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

Add comment

Adds a comment to the specified task

Create project

Creates a new project

Create task

Creates a task in the selected project

Update task status

Updates the status of the specified task

Update task priority

Updates the priority of the specified task

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 DoneDone?

DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.

Project Management

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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