Integrate Agile CRM with Worksnaps
Send information between Agile CRM and Worksnaps automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a task in Worksnaps every time a task is added in Agile CRM
Track the time spent on each task by creating a record in your time tracking service. This flow will create a task in Worksnaps as soon as a 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 Worksnaps.
Set up a task in Worksnaps every time a task is added in Agile CRM
Agile CRM + Worksnaps
Build your own integrations between Agile CRM and Worksnaps
Connect Agile CRM and Worksnaps with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and Worksnaps using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
User created
Triggers when a new user is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Add note to deal
Adds a note to an existing deal
Create Event
Creates a new event
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Deal
Creates a new deal
Add note to contact
Adds a note to an existing contact
Create Contact
Creates a new contact
Create Company
Creates a new company
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 time entry
Creates a new offline time entry for the specified user
Create task assignment
Creates a new task assignment
Create task
Creates a new task
Update task
Updates the details of an existing task
Update time entry
Updates the details of an existing time entry
Update project
Updates the details of an existing project
Fetch time entry
Fetches the details of an existing time entry using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Fetch project
Fetches the details of an existing project using ID
Fetch task assignment
Fetches the details of an existing task assignment using 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.
What is Worksnaps?
Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.
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 is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Relay Inc.
With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
David Mallo
CTO, Artico
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Syncify
