Integrate Agendor with Saasu
Send information between Agendor and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for recently won deals in Agendor
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Saasu 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for recently won deals in Agendor
Agendor + Saasu
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Supported triggers and actions
Integrate Agendor and Saasu 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
New activity
Triggers when a new activity is created
New contact
Triggers when a new contact is created
New item
Triggers when a new item is created
New invoice
Triggers when a new invoice is created
New purchase order
Triggers when a new purchase order is created
New company
Triggers when a new company is created
Contact updated
Triggers when the details of an existing contact are updated
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 inventory adjustment
Creates a new inventory adjustmemt
Create item
Creates a new item
Create account
Creates a new account
Create service invoice
Creates a new invoice with service layout
Create contact
Creates a new contact
Create company
Creates a new company
Create item invoice
Creates a new invoice with item layout and inventory items
Create activity
Creates a new activity
Create journal
Creates a new journal
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update contact
Updates details of the selected contact
Update company
Updates the details of an existing company
Fetch contact
Fetches details of the selected contact
Update account
Updates the details of an existing account
Update activity
Updates the details of an existing activity
Update inventory adjustment
Updates the details of an existing inventory adjustment
Update journal
Updates the details of an existing journal
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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Learn more >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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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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Director, Perth Security Services
