Integrate Capsule CRM with LessAccounting
Send information between Capsule CRM and LessAccounting automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and LessAccounting using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
Contact created
Triggers when you add a new contact
Expense created
Triggers when a new expense is added
Business created
Triggers when you add a new business
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is added
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 invoice
Adds a new invoice
Create expense
Adds a new expense
Add line item
Adds a new line item in the specified proposal or invoice
Create contact
Adds a new contact
Update contact
Updates the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch expense
Fetches the details of an existing expense
Fetch contact
Fetches the details of an existing contact
Fetch payment
Fetches the details of an existing payment
What is Capsule CRM?
Similar apps
What is LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
Similar apps
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.
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