Integrate Agendor with Shortcut

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

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Create a project within Shortcut for every accomplished deal in Agendor

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Shortcut 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 Shortcut.
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Create a project within Shortcut for every accomplished deal in Agendor

Agendor + Shortcut

Build your own integrations between Agendor and Shortcut

Connect Agendor and Shortcut 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 Shortcut 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

Comment added

Triggers when a new comment is added

Milestone created

Triggers when a new milestone is created

Project created

Triggers when a new project is created

Epic created

Triggers when a new epic is created

Story created

Triggers when a new story is created in a 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 epic

Creates a new epic

Create comment

Creates a new comment in a selected story

Create team

Creates a new team

Create milestone

Creates a new milestone

Create project

Creates a new project

Create iteration

Creates a new iteration

Create story

Creates a new story in the selected project

Create label

Creates a new label

Create category

Creates a new category

Update team

Update details of an existing team

Update epic

Updates the details of an existing epic

Update iteration

Update details of an existing iteration

Update story

Updates the details of an existing story

Update label

Updates the details of an existing label

Fetch team

Fetch the details of an existing team using ID

Fetch epic

Fetch the details of an existing epic using ID

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 Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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Director, Perth Security Services

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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