Integrate Capsule CRM with Worksnaps

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

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

Eliminate redundant work and streamline task management by creating a record in the time tracking service. This flow will create a task in Worksnaps 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 Worksnaps.
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Create a task in Worksnaps as soon as a task is created in Capsule CRM

Capsule CRM + Worksnaps

Build your own integrations between Capsule CRM and Worksnaps

Connect Capsule CRM and Worksnaps 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 Worksnaps 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

User created

Triggers when a new user 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 assignment

Creates a new task assignment

Create task

Creates a new task

Create time entry

Creates a new offline time entry for the specified user

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update time entry

Updates the details of an existing time entry

Fetch task assignment

Fetches the details of an existing task assignment using ID

Fetch task

Fetches the details of an existing task using ID

Fetch project

Fetches the details of an existing project using ID

Fetch user

Fetches the details of an existing user using ID

Fetch time entry

Fetches the details of an existing time entry using ID

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 Worksnaps?

Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.

Time Tracking

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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