Integrate Bigin by Zoho CRM with Apptio Targetprocess
Send information between Bigin by Zoho CRM and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Set up a new task in Apptio Targetprocess whenever a new task is initiated in Bigin by Zoho CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Apptio Targetprocess whenever a new task is initiated in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in Apptio Targetprocess.
Set up a new task in Apptio Targetprocess whenever a new task is initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Apptio Targetprocess
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Apptio Targetprocess using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Note added
Triggers when a new note is added
Company updated
Triggers when any detail of an existing company is updated
Event updated
Triggers when any detail of an existing event is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Event created
Triggers when a new event is created
Call created
Triggers when a new call is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Contact created or updated
Triggers when a new contact is created or updated
Contact created
Triggers when a new contact is created
User added
Triggers when a new user is added
Contact updated
Triggers when any detail of an existing contact is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Product updated
Triggers when any detail of an existing product is updated
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
New bug
Triggers when a new bug is created
New team iteration
Triggers when a new team iteration is added
New task
Triggers when a new task is created
New feature
Triggers when new feature is created
New release
Triggers when a new release is created
New comment
Triggers when a new comment is added
New build
Triggers when a new build is created
New iteration
Triggers when a new iteration is added
New request
Triggers when a new request is created
New time record
Triggers when a new time record is created
New project
Triggers when a new project is created
New user story
Triggers when a new user story is created
All Actions - Actions are the automated tasks
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Create call
Creates a new call
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Add note
Adds a note to the selected module
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Create or update company
Creates a new company or updates the details of the company if it already exists
Send email
Sends an email to the specified contact
Create tag
Creates a new tag in the selected module
Create user
Creates a new user
Create task
Creates a new task
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Update user
Updates the existing user
Add product to pipeline record
Adds a product to the selected pipeline record
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update call
Updates the details of an existing call
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch task
Fetches the details of an existing task by name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Create request
Creates a new request
Create feature
Creates a new feature
Create task
Creates a new task
Create bug
Creates a new bug
Create time record
Creates a new time record
Create user story
Creates a new user story
Add comment
Adds a new comment to an existing entity
Create build
Creates a new build
Add requester to request
Creates a new requester and adds them to an existing request
What is Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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