Integrate Agile CRM with Podio
Send information between Agile CRM and Podio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Podio when new tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Podio 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 Podio.
Set up tasks in Podio when new tasks are initiated in Agile CRM
Agile CRM + Podio
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Supported triggers and actions
Integrate Agile CRM and Podio 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
New Task
Triggers when a new task is created in the selected workspace
New Organization
Triggers when a new organization is created
New Workspace
Triggers when a new workspace is created
Update Item
Triggers when an existing item is updated
New Application
Triggers when a new app is created in the selected workspace
New Item
Triggers when a new item 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 Status
Creates a new status in the selected workspace
Create Task
Creates a new task
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 Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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