Integrate Agendor with Debitoor

Send information between Agendor and Debitoor automatically, without writing any code, using Zoho Flow.

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Generate an invoice in Debitoor for newly closed deals in Agendor

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Debitoor each time a deal is closed in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new invoice in Debitoor.
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Generate an invoice in Debitoor for newly closed deals in Agendor

Agendor + Debitoor

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Supported triggers and actions

Integrate Agendor and Debitoor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Recurring invoice created

Triggers when a new recurring invoice is created

Quote created

Triggers when a new quote is generated

Supplier created or updated

Triggers when a new supplier is created. Updates the details if it already exists.

Product created

Triggers when a new product is created

Customer created or updated

Triggers when a new customer is created. Updates the details if it already exists.

Delivery note created or updated

Triggers when a new delivery note is created. Updates the details if it already exists.

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

Create product

Creates a new product

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create quote

Creates a new quote

Create supplier

Creates a new supplier

Create recurring invoice

Creates a new recurring invoice

Create delivery note

Creates a new delivery note

Convert quote to invoice

Converts the specified quote to draft invoice

Update product

Updates the details of an existing product

Update supplier

Updates the details of an existing supplier

Update customer

Updates the details of an existing customer

Fetch customer

Fetches the details of an existing customer using email address

Fetch product

Fetches the details of an existing product using SKU or reference

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

What is Debitoor?

Debitoor is invoicing and accounting software designed for freelancers and small businesses. It enables entrepreneurs to create, send, and manage invoices and quotes.

Accounting

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Technical Engineer, Master Liveaboards

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