Integrate Agendor with Agiled

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

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Create a project within Agiled for every accomplished deal in Agendor

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Agiled for every accomplished deal 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 project in Agiled.
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Create a project within Agiled for every accomplished deal in Agendor

Agendor + Agiled

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Supported triggers and actions

Integrate Agendor and Agiled using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Task created

Triggers when a new task is created

Product created

Triggers when a new product is created

Lead created

Triggers when a new lead is created

Client created

Triggers when a new client is created

Contract created

Triggers when a new contract is created

Employee created

Triggers when a new employee 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 employee

Creates a new employee

Create task

Creates a new task

Create lead

Creates a new lead

Create expense

Creates a new expense

Create project

Creates a new project

Create ticket

Creates a new ticket

Create client

Creates a new client

Create product

Creates a new product

Create contract

Creates a new contract

Update contract

Updates the details of an existing contract

Update employee

Updates the details of an existing employee

Update product

Updates the details of an existing product

Update project

Updates the details of an existing project

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

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 Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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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Toto

Technical Engineer, Master Liveaboards

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