Integrate Agendor with Freee

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

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Create an invoice in Freee for the latest closed deals in Agendor

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Freee 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 for the selected company in Freee.
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Create an invoice in Freee for the latest closed deals in Agendor

Agendor + Freee

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Supported triggers and actions

Integrate Agendor and Freee 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

Transaction added

Triggers when a new transaction is added for the selected company

Item added

Triggers when a new item is added under the selected company

Invoice added

Triggers when a new invoice is added for the selected company

Partner added

Triggers when a new partner 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 transaction

Creates a new transaction for the selected company

Create item

Creates a new item under the selected company

Create partner

Creates a new partner for the selected company

Create invoice

Creates a new invoice for the selected company

Update partner

Updates the details of an existing partner

Fetch supplier by name

Fetches the details of an existing supplier by name

Fetch tax by code

Fetches the details of a tax by code

Fetch tag by ID

Fetches a tag by ID

Fetch company by ID

Fetches the details of an existing company by ID

Fetch tag by name

Fetches a tag by name

Fetch walletable account by ID

Fetches the details of a walletable account by ID

Fetch department by ID

Fetches the details of an existing department by ID

Fetch supplier by ID

Fetches the details of an existing supplier by ID

Fetch account item by ID

Fetches the details of an existing account item by ID

Fetch account item by name

Fetches the details of an existing account item by name

Fetch item by ID

Fetches the details of an existing item by ID

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 Freee?

Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.

Accounting HR

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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