Integrate Agile CRM with Taskworld
Send information between Agile CRM and Taskworld automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Taskworld as tasks are initiated in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Taskworld each time 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 Taskworld.
Create tasks in Taskworld as tasks are initiated in Agile CRM
Agile CRM + Taskworld
Build your own integrations between Agile CRM and Taskworld
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Supported triggers and actions
Integrate Agile CRM and Taskworld 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
Project created
Triggers when a new project 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 message
Creates a message in the selected workspace
Create tag
Creates a new tag
Add task to task list
Adds a task to a task list in the specified project and workspace
Create task
Creates a new task
Create project
Creates a new project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of an existing tag
Fetch user
Fetches the details of an existing user
Remove tag from task
Removes an existing tag from the specified 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.
Similar apps
What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
