Integrate Agile CRM with Yodiz
Send information between Agile CRM and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Yodiz as tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Yodiz 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 the selected user story in Yodiz.
Create tasks in Yodiz as tasks are initiated in Agile CRM
Agile CRM + Yodiz
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Supported triggers and actions
Integrate Agile CRM and Yodiz 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
Task created
Triggers when a new task is created in a user story
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
Issue created
Triggers when a new issue 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 task
Creates a new task in the selected user story
Update user story
Updates the details of an existing user story
Create issue
Creates a new issue
Create epic
Creates a new epic
Update issue
Updates the details of an existing issue
Create user story
Creates a new user story
Update epic
Updates the details of an existing epic
Update task
Updates the details of an existing 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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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