Integrate Capsule CRM with SignalWire
Send information between Capsule CRM and SignalWire automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in SignalWire for a recently created contact in Capsule CRM
Send personalized welcome emails to every new contact in your customer relationship management software. This workflow ensures that a welcome email is sent in SignalWire whenever a new contact is added 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 text message in SignalWire.
Send a welcome email in SignalWire for a recently created contact in Capsule CRM
Capsule CRM + SignalWire
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Supported triggers and actions
Integrate Capsule CRM and SignalWire 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
Text message received
Triggers when a new text message is received
Phone call created
Triggers when a new phone call 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 text message
Sends a text message
Make call
Makes a phone call
What is Capsule CRM?
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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