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
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in the selected todo in Workstack.
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Set up tasks in Workstack when new tasks are initiated in Agile CRM

Agile CRM + Workstack

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Connect Agile CRM and Workstack 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 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.

Project Management

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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