When this happens...
Capsule CRMNew Task
Then do this...
Email by ZapierSend Outbound Email

By default, Capsule has the option to send a daily task reminder email with all the tasks that are due on that day. However, if you'd like to be notified of tasks that have been assigned to you, then this is the automation for you. Use this integration to be notified via email each time a task is created for you.

Notes: You will need to setup a separate Zap like this for each user who wants to be notified of their new tasks. This template has been set up to work with tasks that have a due date but not a due time. If you need it to work with tasks that have a specified due time, that field is called dueDateTime.

How this Capsule CRM-Email integration works

  1. A new task is created in Capsule
  2. Zapier sends an email to you as the assigned user with the details of the task.

Apps involved

  • Capsule CRM
  • Email by Zapier

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When this happens...
then do this!
New Person

Triggers when a new person is added.

Create Task

Add a new task

New Task

Triggers when a new open task is added.

Create Organization

Create a new organization.

New Organization

Triggers when a new organization is added.

Create Person

Create a new person.

New Opportunity

Triggers when a new opportunity is added.

Create Tag on Party

Add a new tag on a specific party (person or organization)

New Inbound Email

Triggers when an email is forwarded to your own custom zapiermail.com address.

Create Case

Create a new case.

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Become a Zapier Integration Partner

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

See Email Integrations