Integrate Capsule CRM with Wrike
Send information between Capsule CRM and Wrike automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Wrike when new tasks are initiated in Capsule CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Wrike every time a new task is added 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 under the selected folder or project in Wrike.
Set up tasks in Wrike when new tasks are initiated in Capsule CRM
Capsule CRM + Wrike
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Supported triggers and actions
Integrate Capsule CRM and Wrike 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
Folder or project created
Triggers when a new folder or project is created
Project status updated
Triggers when the status of a project is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Comment added for task
Triggers when a new comment is added for a task
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Task event occurred
Triggers when an event has occurred in a task
Task status updated
Triggers when the status of a task is updated
Task created
Triggers when a new task is created
Folder or project event occurred
Triggers when an event has occurred in a folder or a 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 new task under the selected folder or project
Fetch user
Fetches the details of an existing user
Create folder
Creates a new folder under the selected parent folder
Create time log entry
Creates a new time log entry for the specified task
Add comment to task
Adds a comment to the specified task
Create project
Creates a new project under the selected folder
Add comment to folder or project
Adds a comment to the selected folder or project
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or project
What is Capsule CRM?
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What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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Webhook triggers
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Logic
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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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
