Integrate Agendor with Simplicate
Send information between Agendor and Simplicate automatically, without writing any code, using Zoho Flow.
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Create a new project in Simplicate for every deal won in your Agendor
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Simplicate for every deal successfully closed in 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 Simplicate.
Create a new project in Simplicate for every deal won in your Agendor
Agendor + Simplicate
Build your own integrations between Agendor and Simplicate
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Supported triggers and actions
Integrate Agendor and Simplicate 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
Invoice created
Triggers when a new invoice is created
Project created
Triggers when a new project is created
Employee added
Triggers when a new employee is added
Contact person added
Triggers when a new contact person is added
Person added
Triggers when a new person is added
Sale recorded
Triggers when a new sale is recorded
Organization created
Triggers when a new organization is created
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
Add leave
Adds a new leave for an employee
Create project
Creates a new project
Create invoice
Creates a new invoice
Add person
Adds a new person
Record sale
Records a new sale
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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