Integrate Agile CRM with Agiled
Send information between Agile CRM and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Agiled each time a new task is created in Agile CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Agiled every time a new task is added 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 Agiled.
Create a new task in Agiled each time a new task is created in Agile CRM
Agile CRM + Agiled
Create a task in Agiled as soon as a task is created in Agile CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Agiled as soon as a 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 Agiled.
Create a task in Agiled as soon as a task is created in Agile CRM
Agile CRM + Agiled
Build your own integrations between Agile CRM and Agiled
Connect Agile CRM and Agiled 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 Agiled 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
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product 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
Create client
Creates a new client
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create employee
Creates a new employee
Create task
Creates a new task
Create project
Creates a new project
Create lead
Creates a new lead
Create product
Creates a new product
Create contract
Creates a new contract
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update product
Updates the details of an existing product
Update employee
Updates the details of an existing employee
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
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 Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
Harnoor Abroll
Technical and Operations Head, TruAct
