Integrate Agile CRM with Trigger
Send information between Agile CRM and Trigger automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Trigger each time a new task is created in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Trigger 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 the selected project in Trigger.
Create a new task in Trigger each time a new task is created in Agile CRM
Agile CRM + Trigger
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Supported triggers and actions
Integrate Agile CRM and Trigger 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 company
Triggers when a new company is created
New project
Triggers when a new project is created
New task
Triggers when a new task 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
Create a new task in the selected project
Create project
Creates a new project
Create company
Creates a new company
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 Trigger?
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.
Similar apps
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 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
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
