Integrate Gro CRM with Yodiz

Send information between Gro CRM and Yodiz automatically, without writing any code, using Zoho Flow.

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Set up a new task in Yodiz whenever a new task is initiated in Gro CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Yodiz whenever a new task is initiated in Gro CRM.

How it works
  1. The flow triggers when a new task is created in Gro CRM.
  2. Zoho Flow creates a new task in the selected user story in Yodiz.
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Set up a new task in Yodiz whenever a new task is initiated in Gro CRM

Gro CRM + Yodiz

Build your own integrations between Gro CRM and Yodiz

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Supported triggers and actions

Integrate Gro CRM and Yodiz using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New deal

Triggers when a new deal is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

Task created

Triggers when a new task is created in a user story

Epic created

Triggers when a new epic is created

User story created

Triggers when a new user story is created

Issue created

Triggers when a new issue is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create account

Creates a new account

Fetch currency

Fetches the details of a currency by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch time zone

Fetches the details of a time zone by name

Fetch contact type

Fetches the details of an existing contact type by name

Fetch country

Fetches the details of a country by name

Fetch user

Fetches the details of an existing user by email

Create issue

Creates a new issue

Update issue

Updates the details of an existing issue

Update user story

Updates the details of an existing user story

Create task

Creates a new task in the selected user story

Update epic

Updates the details of an existing epic

Create user story

Creates a new user story

Create epic

Creates a new epic

Update task

Updates the details of an existing task

What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

CRM

What is Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

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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Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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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