Integrate Agile CRM with Yanado
Send information between Agile CRM and Yanado automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Yanado each time a new task is created in Agile CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Yanado 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 Yanado.
Create a new task in Yanado each time a new task is created in Agile CRM
Agile CRM + Yanado
Build your own integrations between Agile CRM and Yanado
Connect Agile CRM and Yanado 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 Yanado 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
Comment created
Triggers when a new comment is created
Task created
Triggers when a new task is created
Email task created
Triggers when a new email task 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 task from email
Creates a new task from the specified email
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using task ID
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 Yanado?
Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
