Integrate Agile CRM with Active Collab
Send information between Agile CRM and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Active Collab as tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Active Collab whenever a new task is initiated 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 Active Collab.
Create tasks in Active Collab as tasks are initiated in Agile CRM
Agile CRM + Active Collab
Build your own integrations between Agile CRM and Active Collab
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Supported triggers and actions
Integrate Agile CRM and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
Task closed
Triggers when a task is closed
Task updated
Triggers when the details of an existing task is updated
Task list created
Triggers when a new task list is created in a project
Project created
Triggers when a new project is created
Comment added
Triggers when a comment is added to an object
Task moved
Triggers when a task is moved from one task list to another
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Add comment to discussion
Adds a new comment to discussion
Create task
Creates a new task
Create project
Creates a new project
Add comment to task
Creates a new comment in the selected task
Create company
Creates a new company
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Move task
Moves the specified task to the selected task list
Fetch label
Fetches the details of an existing label by ID or name
Fetch project
Fetches the details of an existing project by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch company
Fetches the details of an existing company by ID or name
Fetch user
Fetches the details of an existing user by email address
Fetch task
Fetches the details of an existing task
Fetch template
Fetches the details of an existing template
Fetch category
Fetches the details of an existing category by ID or name
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 Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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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
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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
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