Get notified in Gmail when a new task is created in Capsule CRM

■Overview

Do you find yourself manually creating Gmail notifications every time a new task is created in Capsule CRM? This manual communication is not only time-consuming, but can also lead to important tasks being missed. With this workflow, a Gmail notification is automatically sent whenever a task is created in Capsule CRM, helping you streamline communication and prevent missed updates.

■Who Is This Template For?

• Team leaders who frequently manage tasks in Capsule CRM and communicate through Gmail
• Anyone who wants to quickly share newly created tasks with relevant team members and speed up follow-up
• Anyone looking to automate information sharing between Capsule CRM and Gmail and improve efficiency

■Benefits of Using This Template

• Gmail notifications are sent automatically when you add a task to Capsule CRM, freeing up the time you would otherwise spend composing emails manually
• Automatic notifications help prevent human error, such as failing to share important tasks, and improve operational reliability

■How the Flowbot Works

1. First, connect Capsule CRM and Gmail to Yoom
2. Next, select Capsule CRM as the trigger and set the “New Task” action
3. Finally, select Gmail as the operation, set the “Send Email” action, and compose the notification

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

■Customization Options

• In Gmail’s “Send Email” action, set the recipients and subject line to your preferred values
• Customize the email body with the task name, details, and other information retrieved by the Capsule CRM trigger in the previous step, so the message is clear and easy for recipients to understand

■Important Notes

• ‍‍Connect Capsule CRM and Gmail to Yoom.