Integrate Agendor with TeamGrid

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

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Create a new project in TeamGrid for every deal won in Agendor

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in TeamGrid for every deal won 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 project in TeamGrid.
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Create a new project in TeamGrid for every deal won in Agendor

Agendor + TeamGrid

Build your own integrations between Agendor and TeamGrid

Connect Agendor and TeamGrid with over 700+ 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 TeamGrid 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

Project completed

Triggers when a project is completed

Task completed

Triggers when task is completed

Task created

Triggers when a task is created

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact 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

Create task

Creates a new task

Complete project

Completes an existing project

Create project

Creates a new project

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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Webhook triggers

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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

Louis Castellano

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!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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