Integrate Agendor with Simplicate
Send information between Agendor and Simplicate automatically, without writing any code, using Zoho Flow.
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Create a new project in Simplicate 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 Simplicate 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 Simplicate.
Create a new project in Simplicate for every deal won in your Agendor
Agendor + Simplicate
Build your own integrations between Agendor and Simplicate
Connect Agendor and Simplicate 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 Simplicate 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
Employee added
Triggers when a new employee is added
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Organization created
Trigger when a new organization is created
Sale recorded
Triggers when a new sale is recorded
Person added
Trigger when a new person is added
Contact person added
Triggers when a new contact person is added
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
Add person
Adds a new person
Create invoice
Creates a new invoice
Create project
Creates a new project
Add leave
Adds a new leave for an employee
Record sale
Records a new sale
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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