Integrate Agile CRM with ServiceNow
Send information between Agile CRM and ServiceNow automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and ServiceNow 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
Record created
Triggers when an incident record is created
Record updated
Triggers when the details of an existing record are 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 record
Creates a new record in a table (eg., Incident, Problem, Case, etc)
Create incident
Creates a new incident record
Update incident
Updates the details of an existing incident record
Update record
Updates the details of an existing record in the specified table
Fetch user
Fetches the details of an existing user
Fetch record
Fetches the details of an existing record in the specified table by search query
Fetch reference record
Fetches the details of an existing table reference record (eg., User, Problem, Core company, etc)
Fetch incident
Fetches the details of an existing incident record by 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.
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What is ServiceNow?
ServiceNow is an IT service management platform. You can manage your problems and releases, generate customized reports, and use machine learning to route, categorize, and prioritize issues.
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
