Use Zoho Flow to integrate Agile CRM with ScheduleOnce, in atleast 60 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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Create Agile CRM contacts for new bookings in ScheduleOnce
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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
Booking status changed
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show
No-show booking
Triggers when the status of a booking is changed to No-show
Canceled booking
Triggers when a booking is canceled
New booking
Triggers when a new booking is scheduled
Rescheduled booking
Triggers when a booking is rescheduled
Booking canceled and rescheduled
Triggers when a booking is canceled and rescheduled
All Actions - Action are the automated tasks
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
Create Contact
Creates a new contact
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
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions 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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