Integrate Capsule CRM with Worksnaps
Send information between Capsule CRM and Worksnaps automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Worksnaps as soon as a task is created in Capsule CRM
Eliminate redundant work and streamline task management by creating a record in the time tracking service. This flow will create a task in Worksnaps upon the addition of a task 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 Worksnaps.
Create a task in Worksnaps as soon as a task is created in Capsule CRM
Capsule CRM + Worksnaps
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Supported triggers and actions
Integrate Capsule CRM and Worksnaps 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
User created
Triggers when a new user 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 task assignment
Creates a new task assignment
Create time entry
Creates a new offline time entry for the specified user
Create task
Creates a new task
Update project
Updates the details of an existing project
Update time entry
Updates the details of an existing time entry
Update task
Updates the details of an existing task
Fetch project
Fetches the details of an existing project using ID
Fetch task
Fetches the details of an existing task using ID
Fetch task assignment
Fetches the details of an existing task assignment using ID
Fetch time entry
Fetches the details of an existing time entry using ID
Fetch user
Fetches the details of an existing user using ID
What is Capsule CRM?
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What is Worksnaps?
Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.
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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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
