Integrate Capsule CRM with Panorama9
Send information between Capsule CRM and Panorama9 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Panorama9 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
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
Broadcast message
Broadcasts a message to the physically logged-in user's desktop
Run task
Instantly start a task on the specified device
Reboot or wake up device
Reboots or wakes up the selected device
Fetch system usage
Fetches the usage details of your system (CPU usage, memory usage, etc.)
What is Capsule CRM?
Similar apps
What is Panorama9?
Panorama9 is an IT monitoring and management application that provides server management, patch management, remote control, network discovery, and more.
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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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