Integrate Agile CRM with Flow
Send information between Agile CRM and Flow automatically, without writing any code, using Zoho Flow.
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Set up tasks in Flow when new tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Flow when a new task is created 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 the selected workspace in Flow.
Set up tasks in Flow when new tasks are initiated in Agile CRM
Agile CRM + Flow
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Supported triggers and actions
Integrate Agile CRM and Flow 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
List updated
Triggers when the selected list is updated
New task
Triggers when a new task is created
Task updated
Triggers when the selected task is updated
New list
Triggers when a new list is created
New workspace
Triggers when a new workspace is created
All Actions - Actions are the automated tasks
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Deal
Creates a new deal
Create task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected task
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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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 >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
