Integrate Capsule CRM with Clinked

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

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Set up a new task in Clinked whenever a new task is initiated in Capsule CRM

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Clinked whenever a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Clinked.
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Set up a new task in Clinked whenever a new task is initiated in Capsule CRM

Capsule CRM + Clinked

Build your own integrations between Capsule CRM and Clinked

Connect Capsule CRM and Clinked with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and Clinked 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 Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Find person

Finds the details of the specified person by ID

Create note

Creates a new note

Create group

Creates a new group

Create or update folder

Creates a new folder or updates an existing folder

Create event

Creates a new event

Create member

Creates a new member

Create task

Creates a new task

Duplicate a group

Duplicates an existing group

Create discussion

Creates a new discussion

Update member

Updates the details of the specified member

Fetch group

Fetches the details of an existing group by group ID

Fetch member

Fetches the details of an existing member by username

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 Clinked?

Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.

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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CEO, Lakeside CNC Group

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Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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