Create Capsule CRM entries from finished Yodel.io calls
Create Capsule CRM entries from finished Yodel.io calls
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About
Every time a call is finished in Yodel.io, Make will automatically create a new entry in Capsule CRM.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Triggers when a call is finished or was missed.
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
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