Integrate Capsule CRM with Sakari
Send information between Capsule CRM and Sakari automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in Sakari for newly created contacts in Capsule CRM
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Sakari each time a new contact is created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow sends a new message in Sakari.
Dispatch a welcome message in Sakari for newly created contacts in Capsule CRM
Capsule CRM + Sakari
Create a new contact in Sakari when a new contact is created in Capsule CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in Sakari for every new contact 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 in Sakari.
Create a new contact in Sakari when a new contact is created in Capsule CRM
Capsule CRM + Sakari
Build your own integrations between Capsule CRM and Sakari
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Supported triggers and actions
Integrate Capsule CRM and Sakari 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
Contact opted in
Triggers when a contact opts-in for text messaging
Message received
Triggers when a new message is received
Contact opted out
Triggers when a contact opts-out from text messaging
Contact removed
Triggers when a contact is deleted
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact 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
Send message
Sends a new message
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is Capsule CRM?
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What is Sakari?
Sakari is a cloud-based text messaging service that allows businesses to send SMS reminders, alerts, confirmations, and marketing campaigns.
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