Integrate Agile CRM with MaintainX
Send information between Agile CRM and MaintainX automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and MaintainX 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
Asset created
Triggers when a new asset is created
Purchase order created
Triggers when a new purchase order is created
Part created
Triggers when a new part is created
Purchase order updated
Triggers when the details of an existing Purchase order is updated
Part quantity updated
Triggers when the details of an existing part quantity is updated
Purchase order status updated
Triggers when the details of an existing purchase order status is updated
Work request status updated
Triggers when the details of an existing work request status is updated
Part updated
Triggers when the details of an existing part is updated
Vendor created
Triggers when a new vendor is created
Work order updated
Tiggers when the details of an existing work order is updated
Work order created
Triggers when a new work order is created
Location created
Triggers when a new location is created
Work order status updated
Triggers when the details of an existing work order status is updated
Work request created
Triggers when a new work request is created
New category added to work order
Triggers when a new category is added to a work order
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 vendor
Creates a new vendor
Assign user to team
Creates a new user to team
Create vendor contact
Creates a new vendor contact
Create part
Creates a new part
Create location
Creates a new location
Create work request portal
Creates a new work request portal
Create work order
Creates a new work order
Create category
Creates a new category
Create user
Creates a new user
Create work request
Creates a new work request
Create asset
Creates a new asset
Create meter
Creates a new meter
Create team
Creates a new team
Update location
Updates the details of an existing location
Update user
Updates the details of an existing user
Fetch user by ID
Fetches the details of an existing user using ID
Fetch work request portal by ID
Fetches the details of an existing work request portal ID
Fetch meter by ID
Fetches the details of an existing meter using ID
Fetch work request by ID
Fetches the details of an existing work request using ID
Fetch vendor contact by ID
Fetches the details of an existing vendor contact using ID
Fetch asset by ID
Fetches the details of an existing asset using ID
Fetch vendor by ID
Fetches the details of an existing vendor using ID
Fetch user by email address
Fetches the details of an existing user using email address
Fetch team by ID
Fetches the details of an existing team using ID
Fetch work order by ID
Fetches the details of an existing work order using ID
Fetch part by ID
Fetches the details of an existing part using ID
Fetch location by ID
Fetches the details of an existing location using ID
Fetch category by ID
Fetches the details of an existing category using ID
Fetch location by name
Fetches the details of an existing location using name
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 MaintainX?
MaintainX is a maintenance and work execution software that enables businesses to track reactive and preventive maintenance, and control daily business operations.
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
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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