Integrate Capsule CRM with Taskworld
Send information between Capsule CRM and Taskworld automatically, without writing any code, using Zoho Flow.
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Create tasks in Taskworld as tasks are initiated in Capsule CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Taskworld when a new task is created in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in Taskworld.
Create tasks in Taskworld as tasks are initiated in Capsule CRM
Capsule CRM + Taskworld
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Supported triggers and actions
Integrate Capsule CRM and Taskworld 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
Project created
Triggers when a new project 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 project
Creates a new project
Add task to task list
Adds a task to a task list in the specified project and workspace
Create task
Creates a new task
Create message
Creates a message in the selected workspace
Create tag
Creates a new tag
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of an existing tag
Fetch user
Fetches the details of an existing user
Remove tag from task
Removes an existing tag from the specified task
What is Capsule CRM?
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What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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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.
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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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