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
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in Aha!.
Set up tasks in Aha! when new tasks are initiated in Agile CRM
Agile CRM + 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.
Similar apps
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.
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
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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.
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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