Integrate Capsule CRM with Roll

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

Explore prebuilt integration flows to get started

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Create a new task in Roll each time a new task is created in Capsule CRM

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Roll 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 Roll.
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Create a new task in Roll each time a new task is created in Capsule CRM

Capsule CRM + Roll

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Create a task in Roll as soon as a task is created in Capsule CRM

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Roll upon the addition of a task 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 Roll.
+

Create a task in Roll as soon as a task is created in Capsule CRM

Capsule CRM + Roll

Build your own integrations between Capsule CRM and Roll

Connect Capsule CRM and Roll with over 700+ 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 Roll 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

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project 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

Create task

Creates a new task

Create project

Creates a new project

Create company

Creates a new company

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks 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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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CEO, Lakeside CNC Group

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