Integrate Capsule CRM with ServiceDesk Plus Cloud

Send information between Capsule CRM and ServiceDesk Plus Cloud automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Capsule CRM and ServiceDesk Plus Cloud using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created on Capsule CRM

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New Organization

Triggers when a new organization is created

Change updated

Triggers when a change is updated

Request approved

Triggers when an existing request is approved

Request updated

Triggers when the details of an existing request are updated

Task updated

Triggers when the details of an existing task are updated

Asset created

Triggers when a new asset is created

Task created

Triggers when a new task is created

Request created in template

Triggers when a new request is created in the selected template

Note created

Triggers when a new note is created

Task closed

Triggers when a task is closed

Request updated in template

Triggers when an existing request is updated in the selected template

Change status updated

Triggers when the status of an existing change is updated

Change created

Triggers when a new change is created

Requester created

Triggers when a new requester is created

Problem created

Triggers when a new problem is created in a template

Request created

Triggers when a new request is created

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Person

Creates a new person on Capsule CRM

Create Task

Creates a new task

Create Case

Creates a new case

Find person

Finds the details of the specified person by ID

Create request

Creates a new request

Create request note

Creates a note for the selected request

Add solution

Adds a new solution

Create change

Creates a new change

Associate request with problem

Associates a request with a specific problem

Create problem

Creates a new problem

Update change

Updates the details of an existing change

Update problem

Updates the details of an existing problem

Update request

Updates the details of an existing request

Fetch problem attribute ID

Fetches the selected problem's attribute ID by name

Fetch solution topic

Fetches a solution topic by its name

Fetch request UDF attributes

Fetches a request UDF attribute by its name

Fetch request - By ID

Fetches the details of an existing request by ID

Fetch change UDF attributes

Fetches a change's UDF attributes by name

Fetch change attribute

Fetches the details of an existing change attribute by name

Fetch problem

Fetches the details of an existing problem by ID

Find a request attribute

Fetches a request attribute by its name

Fetch requester

Fetches the details of an existing requester by email address

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is ServiceDesk Plus Cloud?

ManageEngine ServiceDesk Plus is help desk software with built-in asset and project management. You can track configuration changes, map relationships, and view data graphically to make informed decisions.

ITSM ManageEngine Popular

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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