Integrate Capsule CRM with TeamGrid

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

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Create a new task in TeamGrid 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 TeamGrid 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 TeamGrid.
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Create a new task in TeamGrid each time a new task is created in Capsule CRM

Capsule CRM + TeamGrid

Build your own integrations between Capsule CRM and TeamGrid

Connect Capsule CRM and TeamGrid with over 650+ 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 TeamGrid 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

Project completed

Triggers when a project is completed

Task completed

Triggers when task is completed

Task created

Triggers when a task is created

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact 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

Complete project

Completes an existing project

Create project

Creates a new project

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

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.

Learn more >

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Rahul Roushan

CEO, OpIndia

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

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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

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