Integrate Agendor with Zoho Invoice
Send information between Agendor and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Zoho Invoice for the latest closed deals in Agendor
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Zoho Invoice each time a deal is won in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new invoice in Zoho Invoice.
Create an invoice in Zoho Invoice for the latest closed deals in Agendor
Agendor + Zoho Invoice
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Supported triggers and actions
Integrate Agendor and Zoho Invoice 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
Item created
Triggers when a new item is created in the selected organization
Timesheet updated
Triggers when the details of an existing timesheet are updated
Contact updated
Triggers when any detail of an existing contact is updated
Item updated
Triggers when any detail of an existing item is updated
Contact person created
Triggers when a new contact person is created for an existing contact
Project created
Triggers when a new project is created
Recurring expense created
Triggers when a new recurring expense is created
Payment updated
Triggers when any detail of an existing payment is updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Payment received
Triggers when a new payment is received
Timesheet created
Triggers when a new timesheet is created
Project updated
Triggers when any detail of an existing project is updated
Credit note created
Triggers when a new credit note is created
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created in the selected organization
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 timesheet
Creates a new timesheet entry
Create retainer invoice
Creates a new retainer invoice
Create contact
Creates a new contact
Create recurring expense
Creates a new recurring expense
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create item
Creates a new item
Start timer
Starts timer for the selected task
Create recurring invoice
Creates a new recurring invoice
Create project
Creates a new project
Send estimate
Sends an existing estimate to the specified recipients
Request payment information
Sends a payment information request to the specified email address
Create task
Creates a new task in the specified project
Add address for customer
Adds address details for an existing customer
Create contact person
Creates a new contact person for the selected contact
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Send retainer invoice
Sends a retainer invoice to the specified email address
Record payment
Records a payment for an existing invoice
Send invoice
Sends an existing invoice to the specified recipients
Stop timer
Stops the timer that is currently running
Update task
Updates the details of an existing task
Create payment link
Creates a payment link
Update project
Updates the details of an existing project
Update timesheet
Updates the details of an existing timesheet
Update invoice status
Updates the status of an existing invoice
Update invoice
Updates the details of an existing invoice
Update contact person
Updates the details of an existing contact person
Update payment link
Updates the details of an existing payment link
Update item
Updates the details of an existing item
Update estimate
Updates the details of an existing estimate
Update contact
Updates the details of an existing contact
Fetch project
Fetches the details of an existing project by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch estimate
Fetches the details of an existing invoice
Fetch task
Fetches the details of an existing task by ID
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch contact by email
Fetches the details of an existing contact by email
Fetch item by ID
Fetches the details of an existing item by ID
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch payment
Fetches the details of an existing payment
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by name
Fetches the details of an existing item by name
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.
Similar apps
What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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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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