Integrate Agile CRM with Worksnaps

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

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Set up a task in Worksnaps every time a task is added in Agile CRM

Track the time spent on each task by creating a record in your time tracking service. This flow will create a task in Worksnaps as soon as a 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 Worksnaps.
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Set up a task in Worksnaps every time a task is added in Agile CRM

Agile CRM + Worksnaps

Build your own integrations between Agile CRM and Worksnaps

Connect Agile CRM and Worksnaps with over 800+ 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 Worksnaps 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

User created

Triggers when a new user is created

Project created

Triggers when a new project 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 time entry

Creates a new offline time entry for the specified user

Create task assignment

Creates a new task assignment

Create task

Creates a new task

Update time entry

Updates the details of an existing time entry

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch project

Fetches the details of an existing project using ID

Fetch task assignment

Fetches the details of an existing task assignment using ID

Fetch time entry

Fetches the details of an existing time entry using ID

Fetch task

Fetches the details of an existing task using ID

Fetch user

Fetches the details of an existing user using ID

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 Worksnaps?

Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.

Time Tracking

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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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