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 updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Project created

Triggers when a new project is created

Task updated

Triggers when a task is updated

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

Create to-do list

Creates a new to-do list for a task

Create project

Creates a new project

Create task

Creates a new task

Create to-do

Creates a new to-do in to-do list

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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