Integrate Gro CRM with Neaktor

Send information between Gro CRM and Neaktor automatically, without writing any code, using Zoho Flow.

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Create tasks in Neaktor as tasks are initiated in Gro CRM

Facilitate better time management by automating routine task scheduling. This flow will add a new task to Neaktor every time a new task is added in Gro CRM.

How it works
  1. The flow triggers when a new task is created in Gro CRM.
  2. Zoho Flow creates a new task using the specified task model in Neaktor.
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Create tasks in Neaktor as tasks are initiated in Gro CRM

Gro CRM + Neaktor

Build your own integrations between Gro CRM and Neaktor

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Supported triggers and actions

Integrate Gro CRM and Neaktor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New user

Triggers when a new user is added

New deal

Triggers when a new deal is created

New contact

Triggers when a new contact is created

Task deleted

Triggers when a task is deleted

Task created

Triggers when a new task is created

Task status updated

Triggers when the details of an existing task is updated

Assignee changed

Triggers when the assignee is changed

Task comment added

Triggers when a new task comment is added

Task status completed

Triggers when a task status is marked complete

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create account

Creates a new account

Fetch time zone

Fetches the details of a time zone by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch currency

Fetches the details of a currency by name

Fetch contact type

Fetches the details of an existing contact type by name

Fetch user

Fetches the details of an existing user by email

Fetch country

Fetches the details of a country by name

Add project managers

Adds project managers to the specified project

Create task

Creates a new task using the specified task model

Create reminder

Creates a new reminder

Create event

Creates a new event

Create project

Creates a new project using the specified module

Update project

Updates the details of an existing project

Update event

Updates the details of an event

Update task

Updates the details of an existing task using ID or IDx

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

Fetch user

Fetches the details of an existing user using email address

Fetch task

Fetches the details of an existing project using ID or IDx

Fetch project

Fetches the details of an existing project using ID or key

What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

CRM

What is Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.

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

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

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