Integrate Capsule CRM with Toky
Send information between Capsule CRM and Toky automatically, without writing any code, using Zoho Flow.
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Add a new contact in Toky when a new contact is added in Capsule CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in Toky 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 Toky phone directory in Toky.
Add a new contact in Toky when a new contact is added in Capsule CRM
Capsule CRM + Toky
Build your own integrations between Capsule CRM and Toky
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Supported triggers and actions
Integrate Capsule CRM and Toky 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
Call made or received
Trigger when there is an inbound or outbound call in Toky
New voicemail
Trigger when there is a new voicemail in Toky.
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 contact
Creates a new contact in Toky phone directory
Fetch voicemail
Fetches the details of a voicemail recording URL based on voicemail ID
Find contact
Finds an existing contact in Toky by phone number
What is Capsule CRM?
Similar apps
What is Toky?
Toky is a full-featured business phone system that allows customers and teams to communicate seamlessly using the internet.
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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.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
