Integrate Agendor with Quaderno

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

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Create an invoice in Quaderno for recently won deals in Agendor

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Quaderno 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 in Quaderno.
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Create an invoice in Quaderno for recently won deals in Agendor

Agendor + Quaderno

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Connect Agendor and Quaderno with over 650+ 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 Quaderno using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Person created

Triggers when a new person is created

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Abandoned checkout

Triggers when a checkout is abandoned

Failed checkout

Triggers when a checkout fails because of insufficient funds

New contact

Triggers when a new contact is created

New refund

Triggers when a credit note is created

New sale

Triggers when a new sales invoice or receipt is created

New invoice

Triggers when a new invoice is created

Successful checkout

Triggers when a checkout is successful

All Actions - Actions are the automated tasks

Create person deal

Creates a person deal

Create person

Creates a person .

Create company

Creates a new company

Create company deal

Creates a new company deal

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Fetch company

Fetches the details of an existing company

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create invoice or receipt

Creates a sales invoice or receipt

Create expense

Creates a new expense

Fetch invoice or receipt

Fetches an existing invoice or receipt by number

Fetch contact

Fetches an existing contact by email

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 Quaderno?

Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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