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