Integrate Agile CRM with Planio
Send information between Agile CRM and Planio automatically, without writing any code, using Zoho Flow.
Build your own integrations between Agile CRM and Planio
Connect Agile CRM and Planio 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 Planio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Issue added
Triggers when a new issue is added
Company added
Triggers when a new company is added
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create Company
Creates a new company
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Update company
Updates the details of an existing company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Create issue
Creates a new issue
Add company
Adds a new company
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 Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
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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.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
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Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
