Integrate Agile CRM with MAXIO
Send information between Agile CRM and MAXIO automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and MAXIO 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
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created
Subscription created
Triggers when a new subscription 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 charge
Creates a new charge for a live subscription
Create subscription
Creates a product subscription for a customer
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.
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What is MAXIO?
MAXIO is online billing software that offers subscription management, flexible automated billing, and tools to ensure revenue retention and secure financial processing.
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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