Integrate Agendor with Breeze

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

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Create a project within Breeze for every accomplished deal in Agendor

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Breeze 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 Breeze.
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Create a project within Breeze for every accomplished deal in Agendor

Agendor + Breeze

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Supported triggers and actions

Integrate Agendor and Breeze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Person updated

Triggers when the details of a person is updated

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Deal updated

Triggers when a the details of a deal is updated

Company updated

Triggers when the details of a company is updated

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Task updated

Triggers when a task is updated

All Actions - Actions are the automated tasks

Create company deal

Creates a new company deal

Create person

Creates a person .

Create company

Creates a new company

Create person deal

Creates a person deal

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update company

Updates the details of the specified company

Update deal

Updates the basic details of the specified deal

Fetch company

Fetches the details of an existing company

Fetch person

Fetch the details of the specified person

Fetch user

Fetches the details of the specified user

Create task

Creates a new task

Create to-do

Creates a new to-do in to-do list

Create to-do list

Creates a new to-do list for a task

Create project

Creates a new project

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 Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

Project Management

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Logic

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Custom functions

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Sales Director, Artico

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Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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