![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Integrate Capsule CRM with Forecast
Send information between Capsule CRM and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create tasks in Forecast as tasks are initiated in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Forecast each time 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 Forecast.
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create tasks in Forecast as tasks are initiated in Capsule CRM
Capsule CRM + Forecast
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Capsule CRM and Forecast
Connect Capsule CRM and Forecast 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 Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Person
Triggers when a new person is created on Capsule CRM
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Task
Triggers when a new open task is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
New User
Triggers when a new user is added
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Case
Triggers when a new case is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
New Organization
Triggers when a new organization is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New sprint
Triggers when a new sprint is created in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New milestone
Triggers when a new milestone is created in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New client
Triggers when a new client is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New task
Triggers when a new card is created in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New subtask
Triggers when a new subtask is created in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New project
Triggers when a new project is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New person
Triggers when a new person is added
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
Create Person
Creates a new person on Capsule CRM
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
Create Case
Creates a new case
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
Create Task
Creates a new task
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
Create Opportunity
Creates a new opportunity
![](https://flow-jp-public.nimbuspop.com/flow-apps/capsule_crm.png)
Find person
Finds the details of the specified person by ID
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create sprint
Creates a new sprint in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create milestone
Creates a new milestone in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create label
Creates a new label
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create project
Creates a new project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create time registration
Creates a new time registration
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create client
Creates a new client
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create task
Creates a new task
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create subtask
Creates a new sub task/to-do
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Add person
Adds a new person
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Fetch label
Fetches an existing label by name
What is Capsule CRM?
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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 >