Integrate Gro CRM with Yodiz

Send information between Gro CRM and Yodiz automatically, without writing any code, using Zoho Flow.

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Set up a new task in Yodiz whenever a new task is initiated in Gro CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Yodiz whenever a new task is initiated in Gro CRM.

How it works
  1. The flow triggers when a new task is created in Gro CRM.
  2. Zoho Flow creates a new task in the selected user story in Yodiz.
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Set up a new task in Yodiz whenever a new task is initiated in Gro CRM

Gro CRM + Yodiz

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Supported triggers and actions

Integrate Gro CRM and Yodiz using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New deal

Triggers when a new deal is created

Epic created

Triggers when a new epic is created

Issue created

Triggers when a new issue is created

Task created

Triggers when a new task is created in a user story

User story created

Triggers when a new user story is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create contact

Creates a new contact

Fetch country

Fetches the details of a country by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch user

Fetches the details of an existing user by email

Fetch time zone

Fetches the details of a time zone by name

Fetch contact type

Fetches the details of an existing contact type by name

Fetch currency

Fetches the details of a currency by name

Create user story

Creates a new user story

Update epic

Updates the details of an existing epic

Create task

Creates a new task in the selected user story

Update user story

Updates the details of an existing user story

Create issue

Creates a new issue

Create epic

Creates a new epic

Update issue

Updates the details of an existing issue

Update task

Updates the details of an existing task

What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

CRM

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.

Project Management

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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