

Integrate Agile CRM with Stormboard
Send information between Agile CRM and Stormboard automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Agile CRM and Stormboard using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Task
Triggers when a new task is created

New Deal
Triggers when a new deal is created

New Ticket
Triggers when a new ticket is created

New storm
Triggers when a new storm is created

Updated task
Triggers when an existing task is updated

New idea
Triggers when a new idea is added to a storm

Legend change
Triggers when an idea's legend is changed in a storm

New comment
Triggers when a new comment is added to an idea

Idea moved
Triggers when an idea is moved to a different section of a storm
All Actions - Actions are the automated tasks

Create Task
Creates a task for the selected contact

Create Company
Creates a new company

Create Contact
Creates a new contact

Create Ticket
Creates a new ticket

Create Event
Creates a new event

Create Deal
Creates a new deal

Create idea
Creates a new idea in an existing storm

Create storm
Creates a new storm

Fetch storm
Fetches an existing storm by title
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 Stormboard?
Stormboard is a collaborative project management tool. You can create index cards to organize notes, vote for sticky notes, and add comments to discuss ideas.
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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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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