Integrate Agendor with Office 365
Send information between Agendor and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a welcome email using Office 365 when a new company is created in Agendor
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through Office 365 for newly created companies in Agendor.
How it works
- The flow triggers when a new company is created in Agendor.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Initiate a welcome email using Office 365 when a new company is created in Agendor
Agendor + Office 365
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Supported triggers and actions
Integrate Agendor and Office 365 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
Event updated
Triggers when any detail of an existing event is updated
Email received
Triggers when a new email is received
Event added
Triggers when a new event is added in the selected calendar
Email received in a mailbox
Triggers when an email is received in a user or shared mailbox
Calendar added
Triggers when a new calendar is added
Contact added
Triggers when a new contact is added
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
Add user
Adds a new account user
Send email
Creates and sends an email to a recipient
Create event
Creates a new event in the selected calendar
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact by ID
Update user
Updates the details of an existing user by ID
Update event
Updates the details of an existing event by ID
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch user
Fetches the details of an existing user by display name
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
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.
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What is Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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