Get notified in Slack when a task is created in Capsule CRM

■Overview

Manually sharing tasks managed in Capsule CRM with your team every time one is created is not only time-consuming but also increases the risk of missed updates. This is especially critical for tasks that require a quick response, as delays in sharing information can hold up the entire workflow.
With this workflow, you can automatically notify Slack of task details whenever a new task is created in Capsule CRM. Using the Capsule CRM API, you can set up this integration without code and ensure fast, reliable information sharing across your team.

■Who is this template for?

• Anyone who currently shares tasks created in Capsule CRM with Slack manually
• Managers who want to streamline task management and prevent missed tasks or sharing errors within their team
• Anyone who wants to build a more efficient information-sharing process using the Capsule CRM API

■Benefits of using this template

• Slack is notified automatically whenever a task is created in Capsule CRM, reducing the time previously spent sharing updates manually.
• Prevent human errors such as missed updates and transcription mistakes caused by manual information sharing, ensuring accurate communication.

■How the workflow works

1. First, connect Capsule CRM and Slack to Yoom.
2. Next, select Capsule CRM as the trigger and set the action to “When a new task is created.”
3. Finally, set the Slack “Send a message to a channel” action in the operation, then specify the channel and message content for the notification.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization options

• You can select any Slack channel for notifications based on your needs, such as a project or team channel.
• Slack notification messages can include not only fixed text but also information retrieved from Capsule CRM through the trigger, such as the task name, assignee, and due date. This allows you to automatically create clear, specific notifications like “【New task】〇〇 (task name) has been created. Assignee: △△.”

■Notes

• Connect both Capsule CRM and Slack to Yoom.