Integrate Capsule CRM with JobNimbus

Send information between Capsule CRM and JobNimbus automatically, without writing any code, using Zoho Flow.

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Create tasks in JobNimbus as tasks are initiated in Capsule CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in JobNimbus 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 JobNimbus.
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Create tasks in JobNimbus as tasks are initiated in Capsule CRM

Capsule CRM + JobNimbus

Build your own integrations between Capsule CRM and JobNimbus

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Supported triggers and actions

Integrate Capsule CRM and JobNimbus 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 updated

Triggers when the details of an existing task are updated

Activity created

Triggers when a new activity is created

Contact updated

Triggers when the details of an existing contact are updated

Contact created

Triggers when a new contact is created

Task created or updated

Triggers when a task is created or updated

Activity created or updated

Triggers when an activity is created or updated

Activity updated

Triggers when the details of an existing activity are updated

Contact created or updated

Triggers when a contact is created or updated

Job updated

Triggers when the details of an existing job are updated

Job created

Triggers when a new job is created

Job created or updated

Triggers when a job is created or updated

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 contact

Creates a new contact

Create task

Creates a new task

Create job

Creates a new job

Create activity

Creates a new activity

Update job

Updates the details of an existing job

Update activity

Updates the details of an existing activity

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Fetch activity

Fetches the details of an existing activity using ID

Fetch task

Fetches the details of an existing task using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch job

Fetches the details of an existing job using ID

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 JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

Project 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.

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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.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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