Integrate Agile CRM with Syncro
Send information between Agile CRM and Syncro automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Syncro using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Contact added
Triggers when a new contact is added
Contract added
Triggers when a new contract is added
Lead added
Triggers when a new lead is added
Asset created
Triggers when a new asset is created
RMM alert created
Triggers when a new RMM alert is created
Invoice added
Triggers when a new invoice is added
Item added
Triggers when a new item is added
Product added
Triggers when a new product is added
Payment created
Triggers when a new payment is created
Vendor added
Triggers when a new vendor is added
Purchase order created
Triggers when a new purchase order is created
Ticket added
Triggers when a new ticket is added
Appointment added
Triggers when a new appointment is added
Customer added
Triggers when a new customer is added
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing 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 invoice
Creates a new invoice
Create ticket
Creates a ticket
Create contract
Creates a new contract
Create product
Creates a new product
Create payment
Creates a new payment
Create vendor
Creates a vendor
Create lead
Creates a new lead
Create customer
Creates a new customer
Create contact
Creates a new contact
Create appointment
Creates a new appointment
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.
Similar apps
What is Syncro?
Similar apps
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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