Integrate Agendor with Shortcut
Send information between Agendor and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Shortcut for every accomplished deal in Agendor
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Shortcut 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 Shortcut.
Create a project within Shortcut for every accomplished deal in Agendor
Agendor + Shortcut
Build your own integrations between Agendor and Shortcut
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Supported triggers and actions
Integrate Agendor and Shortcut 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
Project created
Triggers when a new project is created
Comment added
Triggers when a new comment is added
Story created
Triggers when a new story is created in a project
Milestone created
Triggers when a new milestone is created
Epic created
Triggers when a new epic 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 comment
Creates a new comment in a selected story
Create milestone
Creates a new milestone
Create project
Creates a new project
Create team
Creates a new team
Create label
Creates a new label
Create story
Creates a new story in the selected project
Create epic
Creates a new epic
Create category
Creates a new category
Create iteration
Creates a new iteration
Update epic
Updates the details of an existing epic
Update team
Update details of an existing team
Update story
Updates the details of an existing story
Update iteration
Update details of an existing iteration
Update label
Updates the details of an existing label
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using ID
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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
Similar apps
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Toto
Technical Engineer, Master Liveaboards
