Integrate Agendor with Wrike

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

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Create a project within Wrike for every accomplished deal in Agendor

Initiate a project promptly following the closure of a deal. This flow will create a new project in Wrike for every deal won in your 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 under the selected folder in Wrike.
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Create a project within Wrike for every accomplished deal in Agendor

Agendor + Wrike

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Supported triggers and actions

Integrate Agendor and Wrike 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 event occurred

Triggers when an event has occurred in a task

Folder or project created

Triggers when a new folder or project is created

Comment added for task

Triggers when a new comment is added for a task

Task status updated

Triggers when the status of a task is updated

Project status updated

Triggers when the status of a project is updated

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Task created

Triggers when a new task is created

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Folder or project event occurred

Triggers when an event has occurred in a folder or 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 project

Creates a new project under the selected folder

Add comment to task

Adds a comment to the specified task

Create time log entry

Creates a new time log entry for the specified task

Create folder

Creates a new folder under the selected parent folder

Fetch user

Fetches the details of an existing user

Create task

Creates a new task under the selected folder or project

Add comment to folder or project

Adds a comment to the selected folder or project

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch folder or project

Fetches the details of an existing folder or project

Fetch task

Fetches the details of an existing task

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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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