Integrate Agile CRM with Neaktor
Send information between Agile CRM and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Neaktor as tasks are initiated in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Neaktor when a new task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task using the specified task model in Neaktor.
Create tasks in Neaktor as tasks are initiated in Agile CRM
Agile CRM + Neaktor
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Supported triggers and actions
Integrate Agile CRM and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
Assignee changed
Triggers when the assignee is changed
Task status completed
Triggers when a task status is marked complete
Task comment added
Triggers when a new task comment is added
Task created
Triggers when a new task is created
Task deleted
Triggers when a task is deleted
Task status updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
Create Contact
Creates a new contact
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Add project managers
Adds project managers to the specified project
Create project
Creates a new project using the specified module
Create reminder
Creates a new reminder
Create task
Creates a new task using the specified task model
Create event
Creates a new event
Update task
Updates the details of an existing task using ID or IDx
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Fetch project
Fetches the details of an existing project using ID or key
Fetch user
Fetches the details of an existing user using email address
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch task
Fetches the details of an existing project using ID or IDx
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 Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
