Integrate Agile CRM with Redbooth

Send information between Agile CRM and Redbooth automatically, without writing any code, using Zoho Flow.

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Create a new task in Redbooth each time a new task is created in Agile CRM

Facilitate better time management by automating routine task scheduling. This flow will create a new task in Redbooth when a new task is created in Agile CRM.

How it works
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow creates a new task in Redbooth.
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Create a new task in Redbooth each time a new task is created in Agile CRM

Agile CRM + Redbooth

Build your own integrations between Agile CRM and Redbooth

Connect Agile CRM and Redbooth 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 Redbooth 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 workspace

Triggers when a new workspace is created in the selected organization

New organization

Triggers when a new organization is created

New task list

Triggers when a new task list is created

New task

Triggers when a new task is created

New notification

Triggers when you have a new notification

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

Adds a new comment

Create organization

Creates a new organization

Create task list

Creates a new task list

Create task

Creates a new task

Create workspace

Creates a new workspace in the selected organization

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 Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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