Integrate Agendor with Pivotal Tracker

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

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Create a project within Pivotal Tracker for every accomplished deal in Agendor

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Pivotal Tracker for every deal won 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 Pivotal Tracker.
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Create a project within Pivotal Tracker for every accomplished deal in Agendor

Agendor + Pivotal Tracker

Build your own integrations between Agendor and Pivotal Tracker

Connect Agendor and Pivotal Tracker with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agendor and Pivotal Tracker 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 Project

Triggers when a new project is created

New Activity

Triggers when new activity happens

New Story

Triggers when a new story is created in the selected project

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 Project

Creates a new project

Create Story

Creates a new story in the selected 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.

CRM

What is Pivotal Tracker?

Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.

Project Management

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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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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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