Integrate Capsule CRM with Workstack
Send information between Capsule CRM and Workstack automatically, without writing any code, using Zoho Flow.
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Create tasks in Workstack as tasks are initiated in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Workstack every time a new task is added in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in the selected todo in Workstack.
Create tasks in Workstack as tasks are initiated in Capsule CRM
Capsule CRM + Workstack
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Supported triggers and actions
Integrate Capsule CRM and Workstack 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 todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New project
Triggers when a new project is created
New task
Triggers when a new task is created for the selected user
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 todo list
Creates a new todo list in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create project
Creates a new project
Create todo
Creates a new todo in the selected project
What is Capsule CRM?
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What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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