Integrate Agendor with LessAccounting
Send information between Agendor and LessAccounting automatically, without writing any code, using Zoho Flow.
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Create an invoice in LessAccounting for newly acquired deals in Agendor
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in LessAccounting for every finalised deal in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow adds a new invoice in LessAccounting.
Create an invoice in LessAccounting for newly acquired deals in Agendor
Agendor + LessAccounting
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Supported triggers and actions
Integrate Agendor and LessAccounting 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
Contact created
Triggers when you add a new contact
Expense created
Triggers when a new expense is added
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is added
Business created
Triggers when you add a new business
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 invoice
Adds a new invoice
Add line item
Adds a new line item in the specified proposal or invoice
Create contact
Adds a new contact
Create expense
Adds a new expense
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch payment
Fetches the details of an existing payment
Fetch invoice
Fetches the details of an existing invoice
Fetch expense
Fetches the details of an existing expense
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 LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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