Integrate Agendor with Teambook
Send information between Agendor and Teambook automatically, without writing any code, using Zoho Flow.
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Generate a new project in Teambook for every deal successfully closed in Agendor
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Teambook for every deal successfully 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 project in Teambook.
Generate a new project in Teambook for every deal successfully closed in Agendor
Agendor + Teambook
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Supported triggers and actions
Integrate Agendor and Teambook 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
Client added
Triggers when a new client is added
Project created
Triggers when a new project is created
User added
Triggers when a new user 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
Create booking
Creates a new booking
Create user
Creates a new user
Create client
Creates a new client
Create project
Creates a new project
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 Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
Similar apps
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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