Integrate Agendor with Paymo
Send information between Agendor and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Paymo for every deal won in your Agendor
Initiate a project promptly following the closure of a deal. This flow will create a new project in Paymo for every deal won in your 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 Paymo.
Create a new project in Paymo for every deal won in your Agendor
Agendor + Paymo
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Supported triggers and actions
Integrate Agendor and Paymo 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
New time entry
Triggers when a new time entry is created
New invoice
Triggers when a new invoice is created
New task
Triggers when a new task is created
New client
Triggers when a new client is created
New task list
Triggers when a new task list is created
New project
Triggers when a new project 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 client
Creates a new client
Create task list
Creates a new task list
Create task
Creates a new task
Create project
Creates a new project
Create time entry
Creates a new time entry
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 Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
