Integrate Agile CRM with Apptio Targetprocess
Send information between Agile CRM and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Create tasks in Apptio Targetprocess as tasks are initiated in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Apptio Targetprocess when a new task is created 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 Apptio Targetprocess.
Create tasks in Apptio Targetprocess as tasks are initiated in Agile CRM
Agile CRM + Apptio Targetprocess
Build your own integrations between Agile CRM and Apptio Targetprocess
Connect Agile CRM and Apptio Targetprocess with over 850+ 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 Apptio Targetprocess 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
New request
Triggers when a new request is created
New time record
Triggers when a new time record is created
New team iteration
Triggers when a new team iteration is added
New iteration
Triggers when a new iteration is added
New task
Triggers when a new task is created
New project
Triggers when a new project is created
New release
Triggers when a new release is created
New comment
Triggers when a new comment is added
New build
Triggers when a new build is created
New feature
Triggers when new feature is created
New user story
Triggers when a new user story is created
New bug
Triggers when a new bug is created
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
Create user story
Creates a new user story
Create request
Creates a new request
Create task
Creates a new task
Create feature
Creates a new feature
Create time record
Creates a new time record
Create bug
Creates a new bug
Add requester to request
Creates a new requester and adds them to an existing request
Add comment
Adds a new comment to an existing entity
Create build
Creates a new build
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 Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
Similar apps
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
