Integrate Agile CRM with Flow
Send information between Agile CRM and Flow automatically, without writing any code, using Zoho Flow.
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Set up tasks in Flow when new tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Flow when a new 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 the selected workspace in Flow.
Set up tasks in Flow when new tasks are initiated in Agile CRM
Agile CRM + Flow
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Supported triggers and actions
Integrate Agile CRM and Flow 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
Project updated
Triggers when the details of an existing project are updated
Task created
Triggers when a new task is created
Task updated
Triggers when the selected task is updated
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Update Task
Updates the details of an existing Task based on task ID
Update Company
Updates the details of an existing Company based on company ID
Create task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected 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.
Similar apps
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
Similar apps
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 an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
