Integrate Capsule CRM with PartnerStack
Send information between Capsule CRM and PartnerStack automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and PartnerStack 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
Reward event occurred
Triggers when a reward is created, updated, restored, or declined
Deal event occurred
Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated
Partner event occurred
Triggers when a partnership is created, updated, or deleted
Lead event occurred
Triggers when a lead is created, updated, closed, approved, or declined
Customer event occurred
Triggers when a customer is created, updated, or deleted
Transaction event occurred
Triggers when a transaction is created or deleted
Offer event occurred
Triggers when an offer is created, updated, or deleted
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 activity
Creates an activity for a partner or customer
Create customer
Creates a new customer
Create partner
Creates a new partner
Create transaction
Creates a new transaction
Update partner
Updates the details of an existing partner
Update customer
Updates the details of an existing customer
Fetch partner
Fetches details of an existing partner by email address or key
Fetch customer
Fetches details of an existing customer by email address or key
What is Capsule CRM?
Similar apps
What is PartnerStack?
PartnerStack is a growth automation platform that helps you automatically incentivize and reward partners like resellers, consultants, and ambassadors. You can create custom referral links and company pages, send email campaigns, and track the performance of your partners with detailed analytics.
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
