Integrate Agile CRM with Worksnaps
Send information between Agile CRM and Worksnaps automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a task in Worksnaps every time a task is added in Agile CRM
Track the time spent on each task by creating a record in your time tracking service. This flow will create a task in Worksnaps as soon as a 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 Worksnaps.
Set up a task in Worksnaps every time a task is added in Agile CRM
Agile CRM + Worksnaps
Build your own integrations between Agile CRM and Worksnaps
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Supported triggers and actions
Integrate Agile CRM and Worksnaps 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
User created
Triggers when a new user 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 time entry
Creates a new offline time entry for the specified user
Create task
Creates a new task
Create task assignment
Creates a new task assignment
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update time entry
Updates the details of an existing time entry
Fetch time entry
Fetches the details of an existing time entry using ID
Fetch user
Fetches the details of an existing user using ID
Fetch task assignment
Fetches the details of an existing task assignment using ID
Fetch project
Fetches the details of an existing project using ID
Fetch task
Fetches the details of an existing task using ID
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 Worksnaps?
Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.
Similar apps
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