Integrate Agile CRM with awork

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

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Create tasks in awork as tasks are initiated in Agile CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in awork when a new task is created 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 the selected project in awork.
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Create tasks in awork as tasks are initiated in Agile CRM

Agile CRM + awork

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Create a task in awork as soon as a task is created in Agile CRM

Efficiently manage deadlines by logging all tasks in your project management tool. This flow will create a task in awork each time 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 the selected project in awork.
+

Create a task in awork as soon as a task is created in Agile CRM

Agile CRM + awork

Build your own integrations between Agile CRM and awork

Connect Agile CRM and awork with over 1000+ 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 awork 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

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created in a project

Task status updated

Triggers when a task status is updated

Project status updated

Triggers when a project status is updated

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 client

Creates a new client

Create project task

Creates a new task in the selected project

Create project

Creates a new project

Update project status

Changes the status of the selected project

Update task status

Changes the status of the specified 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.

What is awork?

awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.

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.

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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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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