Integrate Agile CRM with JobNimbus
Send information between Agile CRM and JobNimbus automatically, without writing any code, using Zoho Flow.
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Set up a new task in JobNimbus whenever a new task is initiated in Agile CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in JobNimbus 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 JobNimbus.
Set up a new task in JobNimbus whenever a new task is initiated in Agile CRM
Agile CRM + JobNimbus
Build your own integrations between Agile CRM and JobNimbus
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Supported triggers and actions
Integrate Agile CRM and JobNimbus 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
Job created or updated
Triggers when a job is created or updated
Activity updated
Triggers when the details of an existing activity are updated
Job created
Triggers when a new job is created
Activity created or updated
Triggers when an activity is created or updated
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Activity created
Triggers when a new activity is created
Task updated
Triggers when the details of an existing task are updated
Job updated
Triggers when the details of an existing job are updated
Task created
Triggers when a new task is created
Contact created or updated
Triggers when a contact is created or updated
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 activity
Creates a new activity
Create job
Creates a new job
Create task
Creates a new task
Create contact
Creates a new contact
Update task
Updates the details of an existing task
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Update contact
Updates the details of an existing contact
Fetch job
Fetches the details of an existing job using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch task
Fetches the details of an existing task using ID
Fetch activity
Fetches the details of an existing activity using ID
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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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