Send an email in Outlook when a new task is created in Capsule CRM

■Overview

Do you find it time-consuming to notify stakeholders by email through Outlook every time you create a new task in Capsule CRM? Manual notifications can lead to missed communications and delays.
With this workflow, you can seamlessly connect Capsule CRM and Outlook to automatically send an email to specified recipients as soon as a task is created. This helps streamline communication and ensure reliable information sharing.

■Who Should Use This Template

• Anyone who manually sends emails through Outlook after creating tasks in Capsule CRM
• Anyone looking to connect Capsule CRM and Outlook to prevent missed or delayed information sharing
• Team leaders interested in automating task management and communication for customer support

■Benefits of This Template

• Automatically send an email when a task is created in Capsule CRM, reducing the time spent on manual communication
• Prevent human errors such as missed emails and incorrect recipient settings to ensure reliable information sharing

■How the Flowbot Works

1. First, connect Capsule CRM and Outlook with Yoom
2. Next, select Capsule CRM as the trigger and set the “New Task (when a new task is created)” action
3. Finally, select Outlook as the operation and set the “Send an email” action

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

■How to Customize This Workflow

• In Outlook’s “Send an email” action settings, set the email recipients (To, Cc, and Bcc) and subject to any fixed values or specific email addresses
• Add the Capsule CRM task name and other details retrieved by the trigger to the email body to create dynamic messages

■Notes

• ‍‍Connect both Capsule CRM and Outlook with Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.