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
Connect Capsule CRM and Sakari 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 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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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.
Learn more >
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
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
