Integrate Agile CRM with Process Street
Send information between Agile CRM and Process Street automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Process Street using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Data set event occoured
Triggers when a data set event occurs
Task unchecked
Triggers when a task is unchecked
Task checked or unchecked
Triggers when a task is checked or unchecked
Task checked
Triggers when a task is checked
Workflow run completed
Triggers when a workflow run is completed
Task ready
Triggers when a task is ready
Workflow run created
Triggers when a new workflow run is created
All Actions - Actions are the automated tasks
Create Company
Creates a new company
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Create data set record
Creates a new data set record
Run workflow
Runs a workflow
Update task
Updates the details of an existing task
Update data set record
Updates the details of an existing data set record
Fetch data set record
Fetches the details of an existing data set record
Fetch workflow run
Fetches the details of an existing workflow run by ID or name
Fetch task
Fetches the details of an existing task
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 Process Street?
Process Street is a process management platform that helps businesses create workflows, manage projects, gather insights, create data sets, and more.
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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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