Integrate Agendor with Flowlu
Send information between Agendor and Flowlu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Flowlu for recently won deals in Agendor
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Flowlu each time a deal is closed in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new invoice in Flowlu.
Create an invoice in Flowlu for recently won deals in Agendor
Agendor + Flowlu
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Supported triggers and actions
Integrate Agendor and Flowlu 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
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Issue created
Triggers when a new issue is created
Sales opportunity created
Triggers when a new sales opportunity is created
Invoice paid
Triggers when an invoice payment is made
Account created
Triggers when a new account is created
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 invoice
Creates a new invoice
Create account
Creates a new account
Create sales opportunity
Creates a new sales opportunity
Create project
Creates a new project
Update account
Updates the details of an existing account
Update task
Updates the details of an existing task
Update sales opportunity
Updates the details of an existing sales opportunity
Update project
Updates the details of an existing project
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch task
Fetches the details of an existing task by task ID
Fetch account
Fetches the details of an existing account by account ID
Fetch project
Fetches the details of an existing project by project 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 Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
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Learn more >Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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Toto
Technical Engineer, Master Liveaboards
