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Agile CRM + kanban Tool Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and kanban Tool

  • No code
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  • Lightning Fast Setup
Agile CRM Integrations
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

kanban Tool Integrations

Best ways to Integrate Agile CRM + kanban Tool

  • Agile CRM kanban Tool

    Agile CRM + kanban Tool

    Archive task in kanban Tool when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    kanban Tool Archive task
  • Agile CRM kanban Tool

    Agile CRM + kanban Tool

    Create task to kanban Tool from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    kanban Tool Create task
  • Agile CRM kanban Tool

    Agile CRM + kanban Tool

    Delete task in kanban Tool when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    kanban Tool Delete task
  • Agile CRM kanban Tool

    Agile CRM + kanban Tool

    Create checklist item to kanban Tool from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    kanban Tool Create checklist item
  • Agile CRM kanban Tool

    Agile CRM + kanban Tool

    Create comment to kanban Tool from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    kanban Tool Create comment
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + kanban Tool in easier way

It's easy to connect Agile CRM + kanban Tool without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

Show All

How Agile CRM & kanban Tool Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick kanban Tool as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to kanban Tool.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and kanban Tool

Agile CRM and kanban Tool are integrated tools which are used to manage and track the process of product development. Agile CRM is an innovative system which tracks the activities of the project team. It also keeps a record of the project tasks, resources (both human and non-human), time and cost. In order to integrate agile CRM with kanban Tool, the system of Agile CRM must be changed only slightly. Agile CRM helps us to keep a check on the project tasks and reduce the time period of task completion. Kanban Tool provides a visual representation of the workflow, where you can easily track the current state of each project task in the workflow.

Agile CRM and kanban Tool are integrated tools which are used to manage and track the process of product development. Agile CRM is an innovative system which tracks the activities of the project team. It also keeps a record of the project tasks, resources (both human and non-human), time and cost. In order to integrate agile CRM with kanban Tool, the system of Agile CRM must be changed only slightly. Agile CRM helps us to keep a check on the project tasks and reduce the time period of task completion. Kanban Tool provides a visual representation of the workflow, where you can easily track the current state of each project task in the workflow.

    What is Agile CRM?

Agile CRM is a tool which helps us to manage, track and monitor all project activities in a better way. It is also referred as Agile Project Management Software. Agile CRM is not just a tool to manage project files, it is a complete package that integrates other necessary tools for effective management of all project activities. It is a web-based application that is used to manage and control all business projects. The main objective of this software is to maintain a centralized database which stores all essential information related to different projects. This database contains information like who is working on what task, what tasks are left to complete etc. It also provides information about time and cost estimation of various activities. The most impressive feature of this software is its effective integration with other important softwares such as Microsoft Outlook, MS SharePoint, Google Calendar and many more. This software can be accessed from anywhere and from any device as it has been built using advanced technologies like HTML5, CSS3, JQuery and Ajax.

    What is kanban Tool?

Kanban Tool is one of the best tools for Agile Project Management. It is a web-based application which is used to manage project tasks and share them with other members of the project team. A single tool can be used by everyone involved in the project without any prior training or knowledge regarding the tool. Kanban boards provide simple yet powerful visualization to display your tasks in a timeline format that allows your team members to easily identify some important things such as “what needs to be done now?”, “what are the available resources for certain tasks?” etc. These boards are very intuitive, you can get started with it within a few minutes without any prior experience with Agile Project Management Software. A good kanban board should allow you to create tasks quickly, assign work items to them while tracking their progress at same time. If you want to know more about Kanban boards, you can read our blog post on how to use kanban board effectively.

The process to integrate Agile CRM and kanban Tool may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.

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