Integrate Capsule CRM with Sharepoint
Send information between Capsule CRM and Sharepoint automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Sharepoint 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
Drive created
Triggers when a new drive is created
Site created
Triggers when a new site 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 text file
Creates a new text file
Create folder
Creates a new folder
Fetch file
Fetches the details of an existing file by name
Fetch folder
Fetches the details of an existing folder by name
What is Capsule CRM?
What is Sharepoint?
SharePoint is a web-based collaborative platform that helps you share and manage files, data, and resources.
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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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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
Endless integrations. End to manual work.
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