Integrate SalesBinder with Capsule CRM
Send information between SalesBinder and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SalesBinder and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Inventory item created
Triggers when a new inventory item is created
Contact created
Triggers when a new contact is created
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
All Actions - Actions are the automated tasks
Create account
Creates a new account (customer, prospect or supplier)
Create inventory item
Creates a new inventory item
Create notes
Creates a new note to selected record
Create contact
Creates a new contact
Update account
Updates the details of an existing account (customer or prospect or supplier)
Update inventory item
Updates the details of an existing inventory item
Update contact
Updates the details of an existing contact
Fetch inventory item
Fetches the details of an existing inventory item
Fetch contact
Fetches the details of an existing contact using ID
Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID
Search account
Searches for the details of an existing account
Search inventory item
Searches for the details of an existing inventory item
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
What is SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
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What is Capsule CRM?
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