Integrate Capsule CRM with Teamwork Projects

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

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Create a new task in Teamwork Projects each time a new task is created in Capsule CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Teamwork Projects whenever a new task is initiated 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 the selected task list in Teamwork Projects.
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Create a new task in Teamwork Projects each time a new task is created in Capsule CRM

Capsule CRM + Teamwork Projects

Build your own integrations between Capsule CRM and Teamwork Projects

Connect Capsule CRM and Teamwork Projects 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 Teamwork Projects 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

New task

Triggers when a new task is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New task list

Triggers when a new task list is created in the selected project

New company

Triggers when a new company is created

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added in the selected project

New person

Triggers when a new person is added

New project

Triggers when a new project is created

New time entry

Triggers when a new time entry is created in the selected project

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 milestone

Creates a new milestone in the selected project

Add person

Adds a new person

Create project

Creates a new project

Create message

Creates a new message in the selected project

Create time entry

Creates a new time entry in the selected project

Create company

Creates a new company

Create task

Creates a new task in the selected task list

Fetch person

Fetches the details of a person by person ID or email address

Fetch company

Fetches the details of an existing company

Fetch project

Fetches the details of an existing project

Fetch tag

Fetches the details of a tag by ID or name

Fetch task

Fetches the details of 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 Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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