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

[esc]

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
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. 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

Connect Capsule CRM and Active Collab with over 650+ 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 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 Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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.

Product Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY