Integrate Capsule CRM with noCRM.io

Send information between Capsule CRM and noCRM.io automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Capsule CRM and noCRM.io using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New unassigned lead

Triggers when a lead is created and unassigned

Manual trigger

Triggers according to the conditions set up manually in noCRM.io

Lead deleted

Triggers when a lead is deleted

Updated lead status

Triggers when a lead is updated to the selected status

Updated lead step

Triggers when a lead is updated to the selected step

New lead

Triggers when a new lead is created

Updated lead content

Triggers when the content of a lead is updated

All Actions - Actions are the automated tasks

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

Create lead

Creates a new lead

Create row

Create a new row for the specified prospect

Add amount and probability

Adds the amount and probability details for a lead

Add comment

Adds a new comment to the specified lead

Update lead step

Updates the step of the specified lead

Update lead status

Updates the status of the specified lead

Add tags

Adds tags to the specified lead

Fetch prospecting list

Fetches a prospecting list by title

Fetch lead

Fetches a lead by email

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 noCRM.io?

noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.

CRM

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 >

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Technical Engineer, Master Liveaboards

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