Integrate Agendor with Mavenlink
Send information between Agendor and Mavenlink automatically, without writing any code, using Zoho Flow.
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Create a project within Mavenlink for every accomplished deal in Agendor
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Mavenlink for every accomplished deal 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 Mavenlink.
Create a project within Mavenlink for every accomplished deal in Agendor
Agendor + Mavenlink
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Supported triggers and actions
Integrate Agendor and Mavenlink 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
New Story
Triggered when a new story - task, deliverable or milestone is created
New Post
Triggers when a new post 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 Story
Creates a task, deliverable, or milestone in the selected project
Create Post
Creates a new post in the selected project
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.
Similar apps
What is Mavenlink?
Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.
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Sales Director, Artico
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CEO, Lakeside CNC Group
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