Integrate Zoho Sheet with Capsule CRM
Send information between Zoho Sheet and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Sheet and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row updated in a column
Triggers when a row is updated in a column
Worksheet created
Triggers when a new worksheet is created in the selected spreadsheet
Row created - WorkDrive
Triggers when a new row is created in a spreadsheet stored in Zoho WorkDrive
Worksheet created - WorkDrive
Triggers when a new worksheet is created in WorkDrive
Spreadsheet created
Triggers when a new spreadsheet is created
Row updated in a column range
Triggers when a row is updated in a column range
Row created or updated
Triggers when a row is added or updated in the selected worksheet
Row created or updated - WorkDrive
Triggers when a row is created or updated in a spreadsheet stored in Zoho WorkDrive
Row created
Triggers when a new row is added at the bottom of the selected worksheet
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
Create spreadsheet
Creates a new spreadsheet
Create worksheet
Creates a new worksheet in the selected spreadsheet
Create row
Creates a new row in the selected worksheet
Create worksheet - WorkDrive
Creates a new worksheet in Zoho WorkDrive
Create row - WorkDrive
Creates a row in a spreadsheet stored in Zoho WorkDrive
Create workbook from template
Creates a new workbook from an existing template
Update row
Updates a specified row in the selected worksheet
Update row - WorkDrive
Updates a row in a spreadsheet stored in Zoho WorkDrive
Delete row
Deletes the specified row in a worksheet
Delete row - WorkDrive
Deletes a row in a spreadsheet stored in Zoho WorkDrive
Fetch row - WorkDrive
Fetches a row from a spreadsheet stored in Zoho WorkDrive
Fetch row
Fetches a row by column value
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 Zoho Sheet?
Zoho Sheet is an online spreadsheet application that lets you create, share, collaborate, and publish spreadsheets from anywhere. You can control access to your sheets, change language preferences, and add visuals to represent your data better.
What is Capsule CRM?
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