Register notes in Capsule CRM new Toky calls
Register notes in Capsule CRM new Toky calls
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About
Every time a new call is received on Toky, Make will automatically create a new note (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
Creates a new case.
Creates a new contact in the phone directory.​
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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