Integrate SmartRoutes with Agile CRM
Send information between SmartRoutes and Agile CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SmartRoutes and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Plan created
Triggers when a new plan is created
Plan dispatched
Triggers when an existing plan is dispatched
Customer created
Triggers when a new customer is created
Order status updated
Triggers when the status of an existing order is updated
Routes updated
Triggers when the details of an existing route are updated
Vehicle created
Triggers when a new vehicle is created
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
All Actions - Actions are the automated tasks
Create vehicle
Creates a new vehicle
Create order
Creates a new order
Fetch plan by ID
Fetches the details of an existing plan using ID
Fetch vehicle by ID
Fetches the details of an existing vehicle using ID
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch order by ID
Fetches the details of an existing order using ID
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
What is SmartRoutes?
SmartRoutes is a logistics planning and management platform that helps users with automated routing, dispatches, capturing PODs and more.
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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.
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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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