Integrate Order Desk with Agile CRM
Send information between Order Desk and Agile CRM automatically, without writing any code, using Zoho Flow.
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Create a new deal in Agile CRM for every new order created in Order Desk
Enable sales reps to view new orders through the creation of deals in your customer relationship management software instantly. This integration will set up a new deal in Agile CRM for every new order placed through Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new deal in Agile CRM.
Create a new deal in Agile CRM for every new order created in Order Desk
Order Desk + Agile CRM
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Supported triggers and actions
Integrate Order Desk and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
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
All Actions - Actions are the automated tasks
Add shipment
Adds a shipment to an order at Order Desk
Change folder
Moves the specified order to a different folder
Create order
Creates a new order
Update order
Updates the details of an existing order using order ID
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
What is Order Desk?
Order Desk is an omnichannel ecommerce order management application that lets you automate your order workflows. It provides a rules engine, numerous integrations, and more.
Similar apps
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
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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
