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Integrate Agile CRM with Neaktor
Send information between Agile CRM and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create tasks in Neaktor as tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Neaktor 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 using the specified task model in Neaktor.
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Create tasks in Neaktor as tasks are initiated in Agile CRM
Agile CRM + Neaktor
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Build your own integrations between Agile CRM and Neaktor
Connect Agile CRM and Neaktor 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 Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
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Task deleted
Triggers when a task is deleted
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Task created
Triggers when a new task is created
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Task status updated
Triggers when the details of an existing task is updated
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Assignee changed
Triggers when the assignee is changed
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Task comment added
Triggers when a new task comment is added
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Task status completed
Triggers when a task status is marked complete
All Actions - Actions are the automated tasks
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Add note to contact
Adds a note to an existing contact
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Create Deal
Creates a new deal
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Create Task
Creates a task for the selected contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Add note to deal
Adds a note to an existing deal
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Update Company
Updates the details of an existing Company based on company ID
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Update Task
Updates the details of an existing Task based on task ID
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Add project managers
Adds project managers to the specified project
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Create task
Creates a new task using the specified task model
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Create reminder
Creates a new reminder
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Create event
Creates a new event
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Create project
Creates a new project using the specified module
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Update project
Updates the details of an existing project
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Update event
Updates the details of an event
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Update task
Updates the details of an existing task using ID or IDx
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Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
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Fetch user
Fetches the details of an existing user using email address
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Fetch task
Fetches the details of an existing project using ID or IDx
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Fetch project
Fetches the details of an existing project using ID or key
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 Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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