Integrate Agile CRM with JobNimbus
Send information between Agile CRM and JobNimbus automatically, without writing any code, using Zoho Flow.
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Set up a new task in JobNimbus whenever a new task is initiated in Agile CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in JobNimbus 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 JobNimbus.
Set up a new task in JobNimbus whenever a new task is initiated in Agile CRM
Agile CRM + JobNimbus
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Supported triggers and actions
Integrate Agile CRM and JobNimbus 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
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
Task created or updated
Triggers when a task is created or updated
Activity created or updated
Triggers when an activity is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job created
Triggers when a new job is created
Task created
Triggers when a new task is created
Activity updated
Triggers when the details of an existing activity are updated
Job updated
Triggers when the details of an existing job are updated
Job created or updated
Triggers when a job is created or updated
Task updated
Triggers when the details of an existing task are updated
Activity created
Triggers when a new activity 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 activity
Creates a new activity
Create contact
Creates a new contact
Create task
Creates a new task
Create job
Creates a new job
Update contact
Updates the details of an existing contact
Update job
Updates the details of an existing job
Update activity
Updates the details of an existing activity
Update task
Updates the details of an existing task
Fetch job
Fetches the details of an existing job using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch task
Fetches the details of an existing task using ID
Fetch contact
Fetches the details of an existing contact using ID
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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
Similar apps
Build comprehensive workflows using
Webhook triggers
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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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
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
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Technical Engineer, Master Liveaboards
