Integrate Agendor with Forecast
Send information between Agendor and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new project in Forecast for every deal won in your Agendor
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Forecast for every deal won in your 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 Forecast.
Create a new project in Forecast for every deal won in your Agendor
Agendor + Forecast
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Supported triggers and actions
Integrate Agendor and Forecast 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
New milestone
Triggers when a new milestone is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
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 milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Create task
Creates a new task
Create client
Creates a new client
Create project
Creates a new project
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create time registration
Creates a new time registration
Add person
Adds a new person
Fetch label
Fetches an existing label by 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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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