Integrate Capsule CRM with Pipefy
Send information between Capsule CRM and Pipefy automatically, without writing any code, using Zoho Flow.
Build your own integrations between Capsule CRM and Pipefy
Connect Capsule CRM and Pipefy with over 950+ 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 Pipefy 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
New card
Triggers when a new card is created in the selected pipe
Card expired
Triggers when a card expires in the selected pipe
Card moved
Triggers when a card is moved in the selected pipe
Card done
Triggers when a card is done in the selected pipe
Card late
Triggers when a card in the selected pipe exceeds maximum lead time
Card overdue
Triggers when a card is overdue in the selected pipe
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 card
Creates a card in the selected pipe
Delete card
Deletes the selected card
What is Pipefy?
Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
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
