Integrate Agendor with Pivotal Tracker

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

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Create a project within Pivotal Tracker for every accomplished deal in Agendor

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Pivotal Tracker for every deal won 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 project in Pivotal Tracker.
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Create a project within Pivotal Tracker for every accomplished deal in Agendor

Agendor + Pivotal Tracker

Build your own integrations between Agendor and Pivotal Tracker

Connect Agendor and Pivotal Tracker with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agendor and Pivotal Tracker 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

Story created

Triggers when a new story is created in the selected project

Activity registered in tracker

Triggers when a new activity is registered in the tracker

Project created

Triggers when a new project is created

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 project

Creates a new project

Create story

Creates a new story in the selected project

Fetch label

Fetches a label by its 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.

CRM

What is Pivotal Tracker?

Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.

Project Management

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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