Integrate Agendor with ProWorkflow
Send information between Agendor and ProWorkflow automatically, without writing any code, using Zoho Flow.
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Generate an invoice in ProWorkflow for newly closed deals in Agendor
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in ProWorkflow whenever a deal is closed in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new invoice in ProWorkflow.
Generate an invoice in ProWorkflow for newly closed deals in Agendor
Agendor + ProWorkflow
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Supported triggers and actions
Integrate Agendor and ProWorkflow 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
Company created
Triggers when a new company is added
Invoice created
Triggers when a new invoice is added
Contact created
Triggers when a new contact is added
Invoice updated
Triggers when the details of an existing invoice are edited
Task updated
Triggers when the details of an existing task are updated
Project created
Triggers when a new project is added
Message created
Triggers when a new message is added
Quote created
Triggers when a new quote is added
Task created
Triggers when a new task 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 invoice
Creates a new invoice
Add expense
Creates a new expense
Add contact
Creates a new contact
Add company
Creates a new company
Add project
Creates a new project
Find invoice
Fetches the details of an existing invoice
Find project
Fetches the details of an existing project
Find company
Fetches the details of an existing company by name or email address
Find contact
Fetches the details of an existing contact using username or email address
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.
Similar apps
What is ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
Similar apps
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Webhook triggers
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Logic
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Custom functions
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