Integrate Agile CRM with awork

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

Explore prebuilt integration flows to get started

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Create tasks in awork as tasks are initiated in Agile CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in awork when a new task is created in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in the selected project in awork.
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Create tasks in awork as tasks are initiated in Agile CRM

Agile CRM + awork

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Create a task in awork as soon as a task is created in Agile CRM

Efficiently manage deadlines by logging all tasks in your project management tool. This flow will create a task in awork each time a new task is initiated in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in the selected project in awork.
+

Create a task in awork as soon as a task is created in Agile CRM

Agile CRM + awork

Build your own integrations between Agile CRM and awork

Connect Agile CRM and awork with over 800+ 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 awork 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

Project status updated

Triggers when a project status is updated

Task status updated

Triggers when a task status is updated

Task created

Triggers when a new task is created in a project

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create Ticket

Creates a new ticket

Create Contact

Creates a new contact

Create Company

Creates a new company

Create Task

Creates a task for the selected contact

Create Event

Creates a new event

Create Deal

Creates a new deal

Create project

Creates a new project

Add client

Creates a new client

Create project task

Creates a new project task

Update project status

Changes the status of the selected project

Update task status

Changes the status of the specified 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.

What is awork?

awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.

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.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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