Integrate noCRM.io with Forecast
Send information between noCRM.io and Forecast automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate noCRM.io and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New unassigned lead
Triggers when a lead is created and unassigned
Manual trigger
Triggers according to the conditions set up manually in noCRM.io
Lead deleted
Triggers when a lead is deleted
Updated lead status
Triggers when a lead is updated to the selected status
Updated lead step
Triggers when a lead is updated to the selected step
New lead
Triggers when a new lead is created
Updated lead content
Triggers when the content of a lead is updated
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create row
Create a new row for the specified prospect
Add amount and probability
Adds the amount and probability details for a lead
Add comment
Adds a new comment to the specified lead
Update lead step
Updates the step of the specified lead
Update lead status
Updates the status of the specified lead
Add tags
Adds tags to the specified lead
Fetch prospecting list
Fetches a prospecting list by title
Fetch lead
Fetches a lead by email
Create subtask
Creates a new sub task/to-do
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create client
Creates a new client
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create sprint
Creates a new sprint in the selected project
Fetch label
Fetches an existing label by name
What is noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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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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!
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Head of Operations, AAA Band Rentals
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