Integrate Agile CRM with Workstack
Send information between Agile CRM and Workstack automatically, without writing any code, using Zoho Flow.
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Set up tasks in Workstack when new tasks are initiated in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Workstack whenever a new task is initiated 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 the selected todo in Workstack.
Set up tasks in Workstack when new tasks are initiated in Agile CRM
Agile CRM + Workstack
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Supported triggers and actions
Integrate Agile CRM and Workstack 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 todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
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 task
Creates a new task in the selected todo
Create project
Creates a new project
Create todo list
Creates a new todo list in the selected project
Create todo
Creates a new todo in the selected project
Create meeting
Creates a new meeting
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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Technical Engineer, Master Liveaboards
