Integrate Capsule CRM with JobNimbus
Send information between Capsule CRM and JobNimbus automatically, without writing any code, using Zoho Flow.
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Create tasks in JobNimbus as tasks are initiated in Capsule CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in JobNimbus when a new task is created 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 JobNimbus.
Create tasks in JobNimbus as tasks are initiated in Capsule CRM
Capsule CRM + JobNimbus
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Supported triggers and actions
Integrate Capsule CRM and JobNimbus 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
Contact updated
Triggers when the details of an existing contact are updated
Contact created or updated
Triggers when a contact is created or updated
Job updated
Triggers when the details of an existing job are updated
Task created or updated
Triggers when a task is created or updated
Activity created
Triggers when a new activity is created
Job created
Triggers when a new job is created
Job created or updated
Triggers when a job is created or updated
Contact created
Triggers when a new contact is created
Activity created or updated
Triggers when an activity is created or updated
Activity updated
Triggers when the details of an existing activity are updated
Task created
Triggers when a new task is created
Task updated
Triggers when the details of an existing task are updated
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 new task
Create activity
Creates a new activity
Create contact
Creates a new contact
Create job
Creates a new job
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Fetch task
Fetches the details of an existing task using ID
Fetch job
Fetches the details of an existing job using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch contact
Fetches the details of an existing contact using ID
What is Capsule CRM?
Similar apps
What is JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
