Integrate Agile CRM with Podio
Send information between Agile CRM and Podio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Podio when new tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Podio 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 Podio.
Set up tasks in Podio when new tasks are initiated in Agile CRM
Agile CRM + Podio
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Supported triggers and actions
Integrate Agile CRM and Podio 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
Update Item
Triggers when an existing item is updated
New Organization
Triggers when a new organization is created
New Item
Triggers when a new item is created
New Task
Triggers when a new task is created in the selected workspace
New Application
Triggers when a new app is created in the selected workspace
New Workspace
Triggers when a new workspace 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 Task
Creates a new task
Create Status
Creates a new status in the selected workspace
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 Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
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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.
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 has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
