Integrate OpenAI with Capsule CRM
Send information between OpenAI and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate OpenAI and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Verify compliance with usage policies
Checks whether the content entered complies with OpenAI's usage polices
Create completion
Creates an OpenAI completion for the provided prompt and parameters (supports models such as "text-ada-001" and "text-curie-001")
Create chat completion
Creates a model response for a given chat conversation using models such as GPT3.5 Turbo, GPT 4, and others
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
What is OpenAI?
OpenAI is an artificial intelligence research organization tool that provides a variety of AI-related projects and technologies, such as natural language processing, computer vision, and reinforcement learning.
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What is Capsule CRM?
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Learn more >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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
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
