Integrate Agile CRM with Apptio Targetprocess
Send information between Agile CRM and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Create tasks in Apptio Targetprocess as tasks are initiated in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Apptio Targetprocess when a new 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 Apptio Targetprocess.
Create tasks in Apptio Targetprocess as tasks are initiated in Agile CRM
Agile CRM + Apptio Targetprocess
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Supported triggers and actions
Integrate Agile CRM and Apptio Targetprocess 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
New comment
Triggers when a new comment is added
New bug
Triggers when a new bug is created
New task
Triggers when a new task is created
New build
Triggers when a new build is created
New iteration
Triggers when a new iteration is added
New request
Triggers when a new request is created
New feature
Triggers when new feature is created
New release
Triggers when a new release is created
New time record
Triggers when a new time record is created
New user story
Triggers when a new user story is created
New project
Triggers when a new project is created
New team iteration
Triggers when a new team iteration 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 request
Creates a new request
Add requester to request
Creates a new requester and adds them to an existing request
Create build
Creates a new build
Add comment
Adds a new comment to an existing entity
Create user story
Creates a new user story
Create time record
Creates a new time record
Create bug
Creates a new bug
Create feature
Creates a new feature
Create task
Creates a new task
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 Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
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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