Integrate Capsule CRM with Dwolla
Send information between Capsule CRM and Dwolla automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Dwolla using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Beneficial owner created
Triggers when a new beneficial owner is created for the selected customer
Document created
Triggers when a new document is created for a user
Customer created
Triggers when a new customer is created
Funding source created
Triggers when a new funding source is created for the selected customer
Transfer created
Triggers when a new transfer is created for the selected customer
All Actions - Actions are the automated tasks
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified person by ID
Create funding source
Adds a bank or credit union account to a customer
Create customer
Creates a new customer
What is Capsule CRM?
Similar apps
What is Dwolla?
Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.
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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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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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