Integrate Agile CRM with Redbooth
Send information between Agile CRM and Redbooth automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Redbooth each time a new task is created in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Redbooth 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 Redbooth.
Create a new task in Redbooth each time a new task is created in Agile CRM
Agile CRM + Redbooth
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Supported triggers and actions
Integrate Agile CRM and Redbooth 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 workspace
Triggers when a new workspace is created in the selected organization
New task
Triggers when a new task is created
New task list
Triggers when a new task list is created
New notification
Triggers when you have a new notification
New organization
Triggers when a new organization 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 organization
Creates a new organization
Create task
Creates a new task
Add comment
Adds a new comment
Create workspace
Creates a new workspace in the selected organization
Create task list
Creates a new task list
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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What is Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
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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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