Integrate Agile CRM with Motion
Send information between Agile CRM and Motion automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Motion as tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Motion 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 Motion.
Create tasks in Motion as tasks are initiated in Agile CRM
Agile CRM + Motion
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Supported triggers and actions
Integrate Agile CRM and Motion 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 task
Creates a new task
Create comment
Creates a new comment
Create recurring task
Creates a recurring task
Create project
Creates a new project
Move task
Moves an existing task from one workspace to another
Update task
Updates the details of an existing task
Fetch task by ID
Fetches the details of an existing task using ID
Fetch task by name
Fetches the details of an existing task using name
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 Motion?
Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.
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