Integrate Agile CRM with Aha!
Send information between Agile CRM and Aha! automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Aha! when new tasks are initiated in Agile CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Aha! whenever a new task is initiated in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in Aha!.
Set up tasks in Aha! when new tasks are initiated in Agile CRM
Agile CRM + Aha!
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Supported triggers and actions
Integrate Agile CRM and Aha! using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Goal created
Triggers when a new goal is created
Product created
Triggers when a new product is added
Feature created
Triggers when a new feature is created
Page created
Triggers when a new page is created
Idea updated
Triggers when the details of an existing idea is updated
User created
Triggers when a new user is added
Task created
Triggers when a new task is created
Idea status changed
Triggers when an idea status is changed
Idea created
Triggers when a new idea is created
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create product
Creates a new product
Create task
Creates a new task
Create feature
Creates a new feature in the selected release
Create goal
Creates a new goal in the selected product
Create idea
Creates a new idea in the selected product
Add user
Adds a new user
Fetch user
Fetches the details of an existing user by email
Fetch idea
Fetches the details of an existing idea using ID or name
Fetch product
Fetches the details of an existing product by its unique ID
Fetch feature
Fetches the details of an existing feature by name
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
What is Aha!?
Aha! is a project management tool that helps you track releases and ideas. You can set goals, build roadmaps, and consolidate information into a knowledge base.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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