Integrate Agile CRM with Kanban Tool
Send information between Agile CRM and Kanban Tool automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Kanban Tool 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
Card archived
Triggers when an existing card is archived
Comment added
Triggers when a new comment is added in an existing task
Card created
Triggers when a new card is created in the selected board
Card updated
Triggers when the details of an existing card are updated
Card moved
Triggers when an existing card is moved
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 card comment
Creates a new comment in the specified card
Create checklist item
Creates a checklist item
Create card
Creates a new card in the selected board
Update card
Updates the details of an existing card
Update checklist item
Updates the details of an existing checklist item
Archive or unarchive card
Archives or unarchives the specified card
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 Kanban Tool?
Kanban Tool is a visual project management application. You can plan tasks with customizable templates, collaborate with your team in real time, and generate time reports.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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