Integrate Capsule CRM with Active Collab
Send information between Capsule CRM and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Active Collab when new tasks are initiated in Capsule CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Active Collab 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 Active Collab.
Set up tasks in Active Collab when new tasks are initiated in Capsule CRM
Capsule CRM + Active Collab
Build your own integrations between Capsule CRM and Active Collab
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Supported triggers and actions
Integrate Capsule CRM and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Task created
Triggers when a new task is created
Task list created
Triggers when a new task list is created in a project
Task updated
Triggers when the details of an existing task is updated
Comment added
Triggers when a comment is added to an object
Task moved
Triggers when a task is moved from one task list to another
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
Create company
Creates a new company
Create task
Creates a new task
Add comment to discussion
Adds a new comment to discussion
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch user
Fetches the details of an existing user by email address
Fetch task
Fetches the details of an existing task
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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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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