

Integrate Capsule CRM with Workstack
Send information between Capsule CRM and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


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 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

New project
Triggers when a new project is created

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 task
Triggers when a new task is created for the selected user

New todo
Triggers when a new todo is created in the selected project
All Actions - Actions are the automated tasks

Create Opportunity
Creates a new opportunity

Create Task
Creates a new task

Create Case
Creates a new case

Create Person
Creates a new person on Capsule CRM

Find person
Finds the details of the specified person by ID

Create todo
Creates a new todo in the selected project

Create task
Creates a new task in the selected todo

Create meeting
Creates a new meeting

Create todo list
Creates a new todo list in the selected project

Create project
Creates a new 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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