Integrate Agile CRM with Clinked
Send information between Agile CRM and Clinked automatically, without writing any code, using Zoho Flow.
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Create tasks in Clinked as tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Clinked 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 Clinked.
Create tasks in Clinked as tasks are initiated in Agile CRM
Agile CRM + Clinked
Build your own integrations between Agile CRM and Clinked
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Supported triggers and actions
Integrate Agile CRM and Clinked 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
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 group
Creates a new group
Create discussion
Creates a new discussion
Create member
Creates a new member
Duplicate a group
Duplicates an existing group
Create event
Creates a new event
Create note
Creates a new note
Create task
Creates a new task
Create or update folder
Creates a new folder or updates an existing folder
Update member
Updates the details of the specified member
Fetch group
Fetches the details of an existing group by group ID
Fetch member
Fetches the details of an existing member by username
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 Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, 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 has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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