Integrate Agile CRM with LeanKit

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

Build your own integrations between Agile CRM and LeanKit

Connect Agile CRM and LeanKit with over 950+ 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 LeanKit 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

Card moved

Triggers when a card is moved within the selected board

New card

Triggers when a new card is created in the selected board

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

Add comment by external ID

Adds a comment to a card using external ID

Create card

Creates a new card in the selected board

Move card within a board by external ID

Moves a card within a board using external ID

Add comment

Adds a comment to the selected card

Move card to another board

Moves a card from one board to another

Move card to another board by external ID

Moves a card from one board to another using external ID

Update card

Updates an existing card

Move card within board

Moves a card from one lane to another in the selected board

Fetch card

Fetches an existing card 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.

What is LeanKit?

LeanKit is project management software that lets you plan and manage your tasks efficiently. Organize tasks on customizable boards, visualize processes with verticals lanes, and share status updates with your team.

Project Management

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 >

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CEO, Fabricroot

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Technical Engineer, Master Liveaboards

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