Integrate Agile CRM with Active Collab
Send information between Agile CRM and Active Collab automatically, without writing any code, using Zoho Flow.
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Create tasks in Active Collab as tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Active Collab 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 Active Collab.
Create tasks in Active Collab as tasks are initiated in Agile CRM
Agile CRM + Active Collab
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Supported triggers and actions
Integrate Agile CRM and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
Task created
Triggers when a new task is created
Comment added
Triggers when a comment is added to an object
Task closed
Triggers when a task is closed
Task list created
Triggers when a new task list is created in a project
Task moved
Triggers when a task is moved from one task list to another
Project created
Triggers when a new project is created
Task updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Company
Creates a new company
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Add comment to task
Creates a new comment in the selected task
Add comment to discussion
Adds a new comment to discussion
Create task
Creates a new task
Create company
Creates a new company
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user by email address
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.
Similar apps
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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