Integrate Agile CRM with Agiled

Send information between Agile CRM and Agiled automatically, without writing any code, using Zoho Flow.

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Create a new task in Agiled each time a new task is created in Agile CRM

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Agiled every time a new task is added in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in Agiled.
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Create a new task in Agiled each time a new task is created in Agile CRM

Agile CRM + Agiled

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Create a task in Agiled as soon as a task is created in Agile CRM

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Agiled as soon as a task is created in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in Agiled.
+

Create a task in Agiled as soon as a task is created in Agile CRM

Agile CRM + Agiled

Build your own integrations between Agile CRM and Agiled

Connect Agile CRM and Agiled with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agile CRM and Agiled using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

Task created

Triggers when a new task is created

Product created

Triggers when a new product is created

Lead created

Triggers when a new lead is created

Client created

Triggers when a new client is created

Contract created

Triggers when a new contract is created

Employee created

Triggers when a new employee is created

All Actions - Actions are the automated tasks

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Deal

Creates a new deal

Create employee

Creates a new employee

Create task

Creates a new task

Create lead

Creates a new lead

Create expense

Creates a new expense

Create project

Creates a new project

Create ticket

Creates a new ticket

Create client

Creates a new client

Create product

Creates a new product

Create contract

Creates a new contract

Update contract

Updates the details of an existing contract

Update employee

Updates the details of an existing employee

Update product

Updates the details of an existing product

Update project

Updates the details of an existing project

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

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 Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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.

Learn more >

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

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

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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