Integrate Agendor with Workstack

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

Explore prebuilt integration flows to get started

[esc]

Create a new project in Workstack for every deal won in your Agendor

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Workstack for every deal successfully closed 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 Workstack.
+

Create a new project in Workstack for every deal won in your Agendor

Agendor + Workstack

Build your own integrations between Agendor and Workstack

Connect Agendor and Workstack with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agendor and Workstack 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 task

Triggers when a new task is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New meeting

Triggers when a new meeting is created for the selected user

New todo list

Triggers when a new todo list is created in the selected project

New project

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 task

Creates a new task in the selected todo

Create meeting

Creates a new meeting

Create todo

Creates a new todo in the selected project

Create todo list

Creates a new todo list 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.

CRM

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY