Capsule CRM + Zoho Invoice
Create Zoho Invoice contact persons from new or updated Capsule CRM contacts
Effortlessly keep your Capsule CRM and Zoho Invoice contact lists updated with this seamless workflow. When a new or updated contact occurs in Capsule CRM, it simultaneously creates a contact person in Zoho Invoice, eliminating manual data entry and ensuring consistent contact information across both platforms.
Effortlessly keep your Capsule CRM and Zoho Invoice contact lists updated with this seamless workflow. When a new or updated contact occurs in Capsule CRM, it simultaneously creates a contact person in Zoho Invoice, eliminating manual data entry and ensuring consistent contact information across both platforms.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Contact Person
Triggers when a new point of contact is added to an existing contact.
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