Integrate Capsule CRM with Monday

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

Build your own integrations between Capsule CRM and Monday

Connect Capsule CRM and Monday with over 1000+ 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 Monday 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

Update posted

Triggers when an update is posted

Member added

Triggers when a new member is added

Item created in board

Triggers when a new item is created in the selected board

Board created

Triggers when a new board is created

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 update

Creates an update for the selected item

Create board

Creates a new board

Create item

Creates a new item in the selected board

Update column values in item

Updates the value of a column in the specified item

Fetch user

Fetches the details of an existing user by email or ID

Fetch item

Fetches the details of an existing item by name or ID

Create or fetch tag

Fetches the details of an existing tag if it exists or else creates a new tag

Fetch board

Fetches the details of an existing board by board 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 Monday?

Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment.

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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Technical Engineer, Master Liveaboards

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