Integrate Capsule CRM with Retable
Send information between Capsule CRM and Retable automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Retable 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
Row created
Triggers when a new row is created in the table
Project created
Triggers when a new project 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 workspace
Creates a new workspace
Insert row
Inserts a new row in retable
Create project
Creates a new project
Add column
Adds a new column in retable
Create retable
Creates a new retable
Fetch workspace
Fetches the details of an existing workspace using ID
Fetch retable
Fetches the details of an existing retable using ID
Fetch project
Fetches the details of an existing project using ID
What is Retable?
Retable is a data management platform that can help users create online forms, graphical reports, customizable columns, and more.
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