Integrate Zoho CRM with Zoho Sprints

Send information between Zoho CRM and Zoho Sprints automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho CRM and Zoho Sprints using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

Updated module entry

Triggers when an entry is updated in the selected module

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New lead

Triggers when a new lead is created

User created or updated

Triggers when the details of an existing user are created or updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New contact

Triggers when a new contact is created

New note

Triggers when a new note is added

Updated deal

Triggers when an existing deal is updated

Sprint created in portal

Triggers when a new sprint is created in an existing portal

Item added in portal

Triggers when a new item is added to a portal

Sprint updated

Triggers when the details of an existing sprint are updated

Log hour updated

Triggers when an existing log hour is updated

Story created in sprint

Triggers when a new story is created in the selected sprint

Log hour added

Triggers when a new log hour is added

Sprint updated in portal

Triggers when the details of a sprint are updated in an existing portal

Project updated

Triggers when the details of an existing project are updated

Item updated

Triggers when the details of an existing item are updated

Sprint created

Triggers when a new sprint is created in the selected project

Sprint completed in portal

Triggers when a sprint from a project is completed in the selected portal

Epic created

Triggers when a new epic is created in the selected project

Sprint started in portal

Triggers when a new sprint is started in an existing portal

Task created

Triggers when a new task is created

Release added

Triggers when a new release is added

Comment added in sprint

Triggers when a comment is added to a sprint

Item added in sprint

Triggers when a new item is created in the selected sprint

Sprint started

Triggers when a sprint is started in the selected project

Comment added to item

Triggers when a new comment is added to an item

Item completed in portal

Triggers when an item's status is changed to completed in the selected portal

Sprint completed

Triggers when a sprint is completed in the selected project

Project created

Triggers when a new project is created in the selected team

Bug added

Triggers when a new bug is created in the selected sprint

All Actions - Actions are the automated tasks

Update related module entry

Relates an entry in this module with an entry in another module

Draft email

Drafts an email for the selected record

Enroll cadence

Enrolls an existing record to a cadence

Un-enroll cadence

Un-enrolles a record from the cadence

Convert lead to contact

Converts a lead to a contact

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Add note

Adds a note to the selected module

Raise signal

Raises a signal to Zoho CRM

Send email template

Sends an email to the specified users

Add user

Adds a new user

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Add tags

Adds tags to the specified record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Remove tags

Removes tags from the specified record

Send mail merge

Sends a mail merge with details of the selected record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Fetch account

Fetches an account by its name or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch user

Fetches the details of an existing user by name or email address

Clone module entry

Clones an existing module entry

Fetch lead

Fetches a lead by email address or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch inventory template

Fetches an inventory template using ID

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Create subitem

Creates a new subitem for the specified item

Create project

Creates a new project in the selected team

Create epic

Creates a new epic

Start sprint

Starts the selected sprint

Create item

Creates a new item

Create sprint

Creates a new sprint in the selected project

Add sprint comment

Adds a new comment to a sprint

Add user

Adds a new user to the selected project

Complete sprint

Completes the selected sprint

Create log hour

Creates a new log hour

Schedule meeting

 Schedules a meeting based on details entered by the user

Add item comment

Adds a new comment for an item

Update item

Updates an item based on its id

Add user to a sprint

Adds a new user to the selected sprint

Update item status

Updates the status of an existing item by ID

Fetch item detail

Fetches the details of an item in a sprint by item ID

Fetch sprint

Fetches a sprint based on its ID

Fetch item

Fetches an item in a project by its name

Fetch item status by ID

Fetch item status by ID

Fetch priority

Fetches the priority by given name or ID

Fetch user in team

Fetches a user by email address in the selected team

Fetch release by ID

Fetches a release by ID

Fetch epic

Fetches an existing epic by ID

Fetch user in project

Fetches a user by email in the selected project

Fetch user in sprint

Fetches the details of a user in the selected sprint by email address

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is Zoho Sprints?

Zoho Sprints is a free online agile project management tool with scrum, agile reports and collaboration capabilities for software development teams.

Project Management Zoho

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 >

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Technical and Operations Head, TruAct

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