Integrate Agendor with Active Collab
Send information between Agendor and Active Collab automatically, without writing any code, using Zoho Flow.
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Generate a new project in Active Collab for every deal successfully closed in Agendor
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Active Collab for every deal won in 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 Active Collab.
Generate a new project in Active Collab for every deal successfully closed in Agendor
Agendor + Active Collab
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Supported triggers and actions
Integrate Agendor and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Task updated
Triggers when the details of an existing task is updated
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
Task list created
Triggers when a new task list is created in a project
Comment added
Triggers when a comment is added to an object
Task created
Triggers when a new task is created
Task moved
Triggers when a task is moved from one task list to another
All Actions - Actions are the automated tasks
Create person deal
Creates a person deal
Create person
Creates a person .
Create company
Creates a new company
Create company deal
Creates a new company 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
Update deal status
Updates the status of the specified deal
Fetch company
Fetches the details of an existing company
Fetch user
Fetches the details of the specified user
Fetch person
Fetch the details of the specified person
Create task
Creates a new task
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Add comment to discussion
Adds a new comment to discussion
Create company
Creates a new company
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Move task
Moves the specified task to the selected task list
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch label
Fetches the details of an existing label by ID or name
Fetch user
Fetches the details of an existing user by email address
Fetch template
Fetches the details of an existing template
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by ID or name
Fetch category
Fetches the details of an existing category by ID or name
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.
Similar apps
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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Logic
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Custom functions
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