Integrate Agendor with Wave

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

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Create an invoice in Wave for the latest closed deals in Agendor

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Wave whenever a deal is 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 invoice for the selected business in Wave.
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Create an invoice in Wave for the latest closed deals in Agendor

Agendor + Wave

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Supported triggers and actions

Integrate Agendor and Wave 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

Customer created

Triggers when a new customer is added to the selected business

Invoice created

Triggers when a new invoice is created for the selected business

Product created

Triggers when a new product is created for the selected business

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 invoice

Creates a new invoice for the selected business

Create customer

Creates a customer for the selected business

Create product

Creates a product for the selected business

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

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 Wave?

Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.

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Logic

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Custom functions

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

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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!

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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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