Integrate Capsule CRM with DoneDone
Send information between Capsule CRM and DoneDone automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in DoneDone each time a new task is created in Capsule CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in DoneDone 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 task in the selected project in DoneDone.
Create a new task in DoneDone each time a new task is created in Capsule CRM
Capsule CRM + DoneDone
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Supported triggers and actions
Integrate Capsule CRM and DoneDone 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
Task created
Triggers when a new task is created in the selected project
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
Creates a task in the selected project
Create project
Creates a new project
Add comment
Adds a comment to the specified task
Update task priority
Updates the priority of the specified task
Update task status
Updates the status of the specified task
What is Capsule CRM?
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What is DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
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
