Integrate Capsule CRM with Yanado

Send information between Capsule CRM and Yanado automatically, without writing any code, using Zoho Flow.

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Create a new task in Yanado each time a new task is created in Capsule CRM

Facilitate better time management by automating routine task scheduling. This flow will create a new task in Yanado when a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Yanado.
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Create a new task in Yanado each time a new task is created in Capsule CRM

Capsule CRM + Yanado

Build your own integrations between Capsule CRM and Yanado

Connect Capsule CRM and Yanado 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 Yanado 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

Task created

Triggers when a new task is created

Comment created

Triggers when a new comment is created

Email task created

Triggers when a new email task 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 from email

Creates a new task from the specified email

Create task

Creates a new task

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task using task ID

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is Yanado?

Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.

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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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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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