Integrate Capsule CRM with Yournotify
Send information between Capsule CRM and Yournotify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Yournotify when a new contact is added in Capsule CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Yournotify for new contacts created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow creates a new contact or updates the details of an existing contact in Yournotify.
Add a new contact in Yournotify when a new contact is added in Capsule CRM
Capsule CRM + Yournotify
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Supported triggers and actions
Integrate Capsule CRM and Yournotify 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
New email campaign
Triggers when a new email campaign is created
New list
Triggers when a new list is created
Updated contact
Triggers when the details of an existing contact are updated
New SMS campaign
Triggers when a new SMS campaign is created
New contact
Triggers when a new contact 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 list
Creates a new list
Create or update contact
Creates a new contact or updates the details of an existing contact
Create email campaign for contact list
Creates a new email campaign for the given contact list
Create SMS campaign for contact list
Creates a new SMS campaign for an existing contact list
Fetch list
Fetches the details of an existing list by list ID or list name
What is Capsule CRM?
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What is Yournotify?
Yoursnotify is a digital marketing platform that enables users to create email marketing and SMS marketing campaigns.
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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
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 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
