Integrate Agile CRM with Aha!

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

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Set up tasks in Aha! when new tasks are initiated in Agile CRM

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Aha! whenever a new task is initiated in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in Aha!.
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Set up tasks in Aha! when new tasks are initiated in Agile CRM

Agile CRM + Aha!

Build your own integrations between Agile CRM and Aha!

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Supported triggers and actions

Integrate Agile CRM and Aha! 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

Idea updated

Triggers when the details of an existing idea is updated

Page created

Triggers when a new page is created

Feature created

Triggers when a new feature is created

Product created

Triggers when a new product is added

Goal created

Triggers when a new goal is created

Idea created

Triggers when a new idea is created

Idea status changed

Triggers when an idea status is changed

Task created

Triggers when a new task is created

User created

Triggers when a new user is added

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 idea

Creates a new idea in the selected product

Create goal

Creates a new goal in the selected product

Create feature

Creates a new feature in the selected release

Create task

Creates a new task

Create product

Creates a new product

Add user

Adds a new user

Fetch user

Fetches the details of an existing user by email

Fetch feature

Fetches the details of an existing feature by name

Fetch product

Fetches the details of an existing product by its unique ID

Fetch idea

Fetches the details of an existing idea using 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 Aha!?

Aha! is a project management tool that helps you track releases and ideas. You can set goals, build roadmaps, and consolidate information into a knowledge base.

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.

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.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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