Integrate Agile CRM with Quire

Send information between Agile CRM and Quire automatically, without writing any code, using Zoho Flow.

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Set up tasks in Quire when new tasks are initiated in Agile CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Quire when a new task is created in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow adds a new task into a project or a task in Quire.
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Set up tasks in Quire when new tasks are initiated in Agile CRM

Agile CRM + Quire

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Supported triggers and actions

Integrate Agile CRM and Quire 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

Add sublist

Adds a new sublist in a project

Add task

Adds a new task into a project or a task

Add comment

Adds a comment to a project or a task

Add status

Adds a new status in a project

Update sublist

Updates the details of an existing sublist

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update status

Updates the details of an existing status by value

Fetch task

Fetches the details of an existing task under the given project by task ID or related tasks

Fetch project

Fetches the details of an existing project by ID

Fetch organisation

Fetches the details of an existing organisation by ID

Fetch status

Fetch the details of an existing status by value

Fetch task - By task OID

Fetches the details of an existing task by OID

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 Quire?

Quire is a new-generation web-based project management tool that helps people get their ideas down, organize them into goals and break them down into doable tasks that are nested in a hierarchical list.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

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