Integrate Agendor with Teamwork Projects
Send information between Agendor and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Teamwork Projects for every deal won in your Agendor
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Teamwork Projects for every deal won in your 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 Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in your Agendor
Agendor + Teamwork Projects
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Supported triggers and actions
Integrate Agendor and Teamwork Projects 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
New milestone
Triggers when a new milestone is created in the selected project
New task
Triggers when a new task is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New person
Triggers when a new person is added
New message
Triggers when a new message is created in the selected project
New company
Triggers when a new company is created
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New person in project
Triggers when a new person is added in the selected project
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 milestone
Creates a new milestone in the selected project
Create task
Creates a new task in the selected task list
Add person
Adds a new person
Create message
Creates a new message in the selected project
Create project
Creates a new project
Create company
Creates a new company
Create time entry
Creates a new time entry in the selected project
Fetch task
Fetches the details of an existing task
Fetch company
Fetches the details of an existing company
Fetch person
Fetches the details of a person by person ID or email address
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing 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.
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What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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