Create Capsule CRM entries from finished Yodel.io calls

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Apps used in template

Yodel.io

Capsule CRM

About

Every time a call is finished in Yodel.io, Make will automatically create a new entry in Capsule CRM.

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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.

Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action

Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action

Call ended

Triggers when a call is finished or was missed.

Trigger, Instant, Acid

Create a Case

Creates a new case.

Action

Create a Custom Field

Creates a new party, opportunity or case custom field.

Action

Create a Milestone

Creates a new opportunity milestone.

Action

Create a Party

Creates a new party.

Action

Create a Tag

Defines a new party, opportunity or case tag.

Action

Create a Task

Creates a new task.

Action

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