Integrate Capsule CRM with Clinked
Send information between Capsule CRM and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Clinked whenever a new task is initiated in Capsule CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Clinked whenever a new task is initiated 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 Clinked.
Set up a new task in Clinked whenever a new task is initiated in Capsule CRM
Capsule CRM + Clinked
Build your own integrations between Capsule CRM and Clinked
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Supported triggers and actions
Integrate Capsule CRM and Clinked 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
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 discussion
Creates a new discussion
Duplicate a group
Duplicates an existing group
Create task
Creates a new task
Create member
Creates a new member
Create event
Creates a new event
Create or update folder
Creates a new folder or updates an existing folder
Create group
Creates a new group
Create note
Creates a new note
Update member
Updates the details of the specified member
Fetch member
Fetches the details of an existing member by username
Fetch group
Fetches the details of an existing group by group ID
What is Capsule CRM?
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What is Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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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 >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 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
