Agile CRM + Taiga Integration

Integrate Agile CRM to Taiga in one click, or tell Integrately AI how you want each deal handled. Turn closed deals into active projects, create tasks, update boards, and track milestones automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Taiga
    Task is created in Taiga Instant
  • Taiga
    Task is updated in Taiga Instant
  • Taiga
    Task is deleted in Taiga Instant
  • Taiga
    Task status is updated in Taiga Instant
  • Taiga
    Issue is created in Taiga Instant
  • Taiga
    Issue is updated in Taiga Instant
  • Taiga
    Issue is deleted in Taiga Instant
  • Taiga
    Issue status is updated in Taiga Instant
  • Taiga
    User story is created in Taiga Instant
  • Taiga
    User story is updated in Taiga Instant
  • Taiga
    User story is deleted in Taiga Instant
  • Taiga
    User story status is updated in Taiga Instant
Arrow Right
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Taiga
    Create project in Taiga
  • Taiga
    Delete project in Taiga
  • Taiga
    Create task in Taiga
  • Taiga
    Delete task in Taiga
  • Taiga
    Create user story in Taiga
  • Taiga
    Delete user story in Taiga
  • Taiga
    Create issue in Taiga
  • Taiga
    Delete issue in Taiga

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Ready WorkflowsReady Workflows   for Agile CRM + Taiga Integration

Create tasks, organise projects, manage user stories, track issues, and update boards, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Agile CRM + Taiga flow

Keep your team aligned, track development progress, log records, and trigger follow-up meetings after every core update. Pick a combination and activate it in one click.

Agile CRM
Taiga
+
SlackSlack (8)
+
GitHubGitHub (8)
+
Jira Software CloudJira Software Cloud (8)
+
Google DriveGoogle Drive (8)
+
ZoomZoom (8)
+
Google SheetsGoogle Sheets (8)
A
T
S
When a deal is created in Agile CRM, create a user story in Taiga, and notify your team on Slack
New Agile CRM deals instantly generate Taiga user stories while your Slack channel receives an alert, eliminating manual handoffs.
A
T
S
When a contact is created in Agile CRM, create a task in Taiga, and alert your team in Slack
Every new Agile CRM contact creates a corresponding Taiga task and notifies your team in Slack, ensuring no customer request gets missed.
T
A
S
When a Taiga task status is updated, update the contact in Agile CRM, and post the update in Slack
Taiga task status changes automatically update matching Agile CRM contacts and notify your Slack channel, keeping all stakeholders aligned.
A
T
S
Create a Taiga task for every Agile CRM task created, and confirm it in Slack
Agile CRM tasks automatically generate corresponding Taiga tasks with instant confirmation posted in Slack.
A
T
S
If an Agile CRM deal milestone changes to won, create a project in Taiga and announce it in Slack
Won Agile CRM deals automatically initiate new Taiga projects while announcing the win in Slack.
T
A
S
When a Taiga user story is deleted, add a note in Agile CRM and notify your team in Slack
Deleted Taiga user stories log an explanatory note in Agile CRM and alert your Slack channel.
A
T
S
Use Claude to summarise every new Agile CRM case, create a user story in Taiga, and post the brief in Slack
Claude summarises incoming Agile CRM cases, creates a structured user story in Taiga, and posts the brief in Slack.
A
T
G
S
When a deal is created in Agile CRM, create a Taiga task, create a spreadsheet row in Google Sheets, and notify your team in Slack
New Agile CRM deals generate Taiga tasks, log spreadsheet rows in Google Sheets, and alert your Slack team instantly.

Supported triggers and actions for Agile CRM and Taiga

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Taiga
Taiga Triggers & Actions
Instant
Task is created in Taiga
Triggers the automation when a new task is created
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Instant
Task is updated in Taiga
Triggers the automation when any task is updated
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Instant
Task is deleted in Taiga
Triggers the automation when a task is deleted
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Instant
Task status is updated in Taiga
Triggers the automation when the status of a task is changed
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Instant
Issue is created in Taiga
Triggers the automation when a new issue is created
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Instant
Issue is updated in Taiga
Triggers the automation when an issue is modified
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Instant
Issue is deleted in Taiga
Triggers the automation when any issue is deleted
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Instant
Issue status is updated in Taiga
Triggers the automation when the status of any issue is updated
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Instant
User story is created in Taiga
Triggers the automation when a new user story is created
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Instant
User story is updated in Taiga
Triggers the automation when a user story is updated
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Instant
User story is deleted in Taiga
Triggers the automation when a user story is deleted
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Instant
User story status is updated in Taiga
Triggers the automation when a user story status is updated
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Create project in Taiga
Creates a new project
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Delete project in Taiga
Removes a project from the system
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Create task in Taiga
Creates a new task
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Delete task in Taiga
Removes a particular task
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Create user story in Taiga
Creates a new user story
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Delete user story in Taiga
Removes a user story from the system
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Create issue in Taiga
Generates a new issue for tracking and resolving
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Delete issue in Taiga
Deletes the selected issue from the system
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What can you automate with Agile CRM + Taiga?

Streamline your workflow by connecting customer data from Agile CRM directly to project execution and tracking in Taiga.

What you can automate?
🚀
Turn closed deals into active projects
Whenever a new Agile CRM deal is created, automatically spin up a corresponding project in Taiga without manual transcription or setup delays.
📋
Capture every submitted contact detail
Map complete Agile CRM contact profiles and custom fields directly into Taiga user stories and tasks for comprehensive tracking.
🔔
Alert your team the moment events occur
Send instant notifications to team members or messaging channels whenever new Agile CRM tasks or Taiga issues are logged.
🔀
Route records based on submitted deal values
Apply conditional logic to create priority Taiga projects for high-value Agile CRM deals while routing standard deals to general queues.
🔄
Keep project boards updated continuously
Reflect Agile CRM milestone updates instantly in Taiga project statuses to ensure sales and engineering teams view identical information.
🔍
Add or update records without duplicates
Search existing Agile CRM contacts and Taiga tasks before creating new entries to prevent clutter and keep databases clean.
Manage later task status changes
Trigger automated follow-up notes in Agile CRM whenever Taiga tasks, issues, or user stories are completed or deleted.
🔌
Extend your workflow to messaging apps
Connect your core Agile CRM and Taiga flow with Slack to broadcast deal wins and project updates to your team instantly.
And much more...

Who is Agile CRM + Taiga integration for?

Connecting Agile CRM and Taiga helps sales, product, and project teams align customer management with software delivery without manual data entry or missed updates.

Data analysts
Data analysts
Customer success managers
Customer success managers
Account managers
Account managers
Operations managers
Operations managers
Project managers
Project managers
Sales operations specialists
Sales operations specialists
📈
Data analysts
You're reviewing campaign metrics and deal pipelines in Agile CRM, but your project boards in Taiga only update when someone manually transfers records, so the metrics you report on are always a few hours behind — with this integration, every deal milestone change updates your boards instantly and your data stays current.
Customer success managers
You're managing urgent client requests inside Agile CRM, but your development team in Taiga finds out too late to act, so critical issues sit unresolved — automating both apps means every case created in Agile CRM triggers an immediate task in Taiga so issues get resolved faster.
🤝
Account managers
You're updating stakeholders on project progress while tracking deals in Agile CRM, but your Taiga project boards are out of sync, so you end up scrambling to confirm deliverables — connecting these apps means every project status update is reflected across your CRM and tracking tools seamlessly.
📊
Operations managers
You're handling high volumes of incoming contacts and tasks in Agile CRM, but keeping Taiga projects updated by hand creates severe bottlenecks, so leads wait too long for technical handoff — this integration means every new contact or deal creates corresponding project records automatically.
🛠️
Project managers
You're depending on sales reps to manually notify you of new Agile CRM deals before you set up Taiga sprints, but handoffs get missed, so development starts late — automating both apps means every new deal creates a Taiga project the moment it closes.
📋
Sales operations specialists
You're maintaining customer histories across Agile CRM, but missing tracking updates from Taiga leaves gaps in your reporting records, so audits become painful — with this integration, every task and issue update is logged correctly so your complete history stays intact.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Taiga

Build and manage your Agile CRM + Taiga automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Taiga with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Taiga?
Frequently Asked Questions
You can connect Agile CRM to Taiga in one click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations with Slack, GitHub, Jira Software Cloud, and Google Sheets.
Can I automatically create Taiga tasks when an Agile CRM deal is created?
Frequently Asked Questions
Can I connect Agile CRM, Taiga, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Taiga?
Frequently Asked Questions
How do Agile CRM contacts and deals trigger Taiga updates?
Frequently Asked Questions
How does Taiga task status sync back to Agile CRM?
Frequently Asked Questions
Can I automate Agile CRM and Taiga workflows without coding?
Frequently Asked Questions
Is the Agile CRM and Taiga integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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