Integrate Agendor with Wild Apricot

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

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Generate an invoice in Wild Apricot for newly closed deals in Agendor

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Wild Apricot whenever a deal is closed 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 invoice in Wild Apricot.
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Generate an invoice in Wild Apricot for newly closed deals in Agendor

Agendor + Wild Apricot

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Supported triggers and actions

Integrate Agendor and Wild Apricot 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

Event created or updated

Triggers when an event is created or updated

Event registration created or updated

Triggers when an event registration is created or updated

Payment created or updated

Triggers when a payment is created or updated

Contact created or updated

Triggers when a contact is created or updated

Invoice created or updated

Triggers when an invoice is created or 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

Fetch event registration

Fetches the details of an existing event registration

Create event

Creates a new event

Create event registration

Creates a new event registration for an existing contact

Check-in or check-out event attendee

Marks an event attendee as checked-in or check-out

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Update event registration

Updates the details of an existing event registration

Update event

Updates the details of an existing event

Update contact

Updates the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch event

Fetches the details of an existing event

Fetch contact

Fetches the details of an existing contact

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 Wild Apricot?

Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.

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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