Integrate Capsule CRM with EvaluAgent
Send information between Capsule CRM and EvaluAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and EvaluAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
Contact created
Triggers when a new contact is created
Evaluation created
Triggers when a new evaluation is added
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 user
Adds a new user
Create contact
Creates a new contact
Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.
What is Capsule CRM?
What is EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.
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