Integrate Agendor with Taskworld
Send information between Agendor and Taskworld automatically, without writing any code, using Zoho Flow.
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Generate a new project in Taskworld for every deal successfully closed in Agendor
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Taskworld for every deal successfully 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 project in Taskworld.
Generate a new project in Taskworld for every deal successfully closed in Agendor
Agendor + Taskworld
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Supported triggers and actions
Integrate Agendor and Taskworld 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
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 project
Creates a new project
Add task to task list
Adds a task to a task list in the specified project and workspace
Create task
Creates a new task
Create message
Creates a message in the selected workspace
Create tag
Creates a new tag
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of an existing tag
Fetch user
Fetches the details of an existing user
Remove tag from task
Removes an existing tag from the specified task
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.
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What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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