Integrate Agile CRM with Yodiz
Send information between Agile CRM and Yodiz automatically, without writing any code, using Zoho Flow.
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Create tasks in Yodiz as tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Yodiz 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 user story in Yodiz.
Create tasks in Yodiz as tasks are initiated in Agile CRM
Agile CRM + Yodiz
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Supported triggers and actions
Integrate Agile CRM and Yodiz 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
Epic created
Triggers when a new epic is created
User story created
Triggers when a new user story is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue 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 in the selected user story
Create issue
Creates a new issue
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Create epic
Creates a new epic
Update epic
Updates the details of an existing epic
Update issue
Updates the details of an existing issue
Update task
Updates 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.
Similar apps
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
Similar apps
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Custom functions
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