Integrate Agile CRM with Apptio Targetprocess
Send information between Agile CRM and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Create tasks in Apptio Targetprocess as tasks are initiated in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Apptio Targetprocess when a new 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 Apptio Targetprocess.
Create tasks in Apptio Targetprocess as tasks are initiated in Agile CRM
Agile CRM + Apptio Targetprocess
Build your own integrations between Agile CRM and Apptio Targetprocess
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Supported triggers and actions
Integrate Agile CRM and Apptio Targetprocess 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
New task
Triggers when a new task is created
New iteration
Triggers when a new iteration is added
New project
Triggers when a new project is created
New comment
Triggers when a new comment is added
New release
Triggers when a new release is created
New feature
Triggers when new feature is created
New team iteration
Triggers when a new team iteration is added
New build
Triggers when a new build is created
New time record
Triggers when a new time record is created
New request
Triggers when a new request is created
New bug
Triggers when a new bug is created
New user story
Triggers when a new user story 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 bug
Creates a new bug
Create request
Creates a new request
Add comment
Adds a new comment to an existing entity
Create build
Creates a new build
Create time record
Creates a new time record
Create user story
Creates a new user story
Create feature
Creates a new feature
Create task
Creates a new task
Add requester to request
Creates a new requester and adds them to an existing request
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 Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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Technical Engineer, Master Liveaboards
