Integrate Agendor with TeamGantt

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

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Create a new project in TeamGantt for every deal won in Agendor

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in TeamGantt for every deal won in your Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates new project in TeamGantt.
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Create a new project in TeamGantt for every deal won in Agendor

Agendor + TeamGantt

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Supported triggers and actions

Integrate Agendor and TeamGantt 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

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 company label

Creates a new company label

Add checklist item

Creates a new checklist item in the specified task

Create project

Creates new project

Create task

Creates new task

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task 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.

CRM

What is TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.

Project Management

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Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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Toto

Technical Engineer, Master Liveaboards

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