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Integrate Agendor with Insightly
Send information between Agendor and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Insightly for every deal won in your Agendor
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Insightly 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 Insightly.
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Create a new project in Insightly for every deal won in your Agendor
Agendor + Insightly
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Build your own integrations between Agendor and Insightly
Connect Agendor and Insightly with over 850+ 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 Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when a the details of a deal is updated
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Deal created
Triggers when a new deal is created
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Person created
Triggers when a new person is created
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Company created
Triggers when a new company is created
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Company updated
Triggers when the details of a company is updated
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Person updated
Triggers when the details of a person is updated
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New Task
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Opportunity
Triggers when a new opportunity is created
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New Lead
Triggers when a new lead is created
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New Organization
Triggers when a new organization is created
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New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create company deal
Creates a new company deal
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Create person deal
Creates a person deal
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Create person
Creates a person .
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Update deal
Updates the basic details of the specified deal
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Update company
Updates the details of the specified company
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Update deal status
Updates the status of the specified deal
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Update person
Updates the details of the specified person
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Fetch user
Fetches the details of the specified user
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Fetch person
Fetch the details of the specified person
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Fetch company
Fetches the details of an existing company
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Create Project
Creates a new project
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Task
Creates a new task
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Create Organization
Creates a new organization
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Create Opportunity
Creates a new opportunity
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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