Integrate Capsule CRM with awork

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

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Create tasks in awork as tasks are initiated in Capsule CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to awork every time a new task is added 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 the selected project in awork.
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Create tasks in awork as tasks are initiated in Capsule CRM

Capsule CRM + awork

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Create a task in awork as soon as a task is created in Capsule CRM

Efficiently manage deadlines by logging all tasks in your project management tool. This flow will create a task in awork upon the addition of a task 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 the selected project in awork.
+

Create a task in awork as soon as a task is created in Capsule CRM

Capsule CRM + awork

Build your own integrations between Capsule CRM and awork

Connect Capsule CRM and awork with over 850+ 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 awork using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

Project status updated

Triggers when a project status is updated

Task status updated

Triggers when a task status is updated

Task created

Triggers when a new task is created in a project

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 client

Creates a new client

Create project task

Creates a new project task

Update project status

Changes the status of the selected project

Update task status

Changes the status of the specified task

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 awork?

awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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