Integrate Capsule CRM with Roll
Send information between Capsule CRM and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Roll each time a new task is created in Capsule CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Roll 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 Roll.
Create a new task in Roll each time a new task is created in Capsule CRM
Capsule CRM + Roll
Create a task in Roll as soon as a task is created in Capsule CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Roll upon the addition of a task 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 Roll.
Create a task in Roll as soon as a task is created in Capsule CRM
Capsule CRM + Roll
Build your own integrations between Capsule CRM and Roll
Connect Capsule CRM and Roll 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 Roll 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
Time record created
Triggers when a new time record is created
Project created
Triggers when a new project is created
Company created
Triggers when a new company is created
Task created
Triggers when a new 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 company
Creates a new company
Create project
Creates a new project
Create task
Creates a new task
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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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
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