Integrate Agendor with Active Collab

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

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Generate a new project in Active Collab for every deal successfully closed in Agendor

Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Active Collab 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 Active Collab.
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Generate a new project in Active Collab for every deal successfully closed in Agendor

Agendor + Active Collab

Build your own integrations between Agendor and Active Collab

Connect Agendor and Active Collab with over 950+ 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 Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person updated

Triggers when the details of a person is updated

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

Task closed

Triggers when a task is closed

Task updated

Triggers when the details of an existing task is updated

Task list created

Triggers when a new task list is created in a project

Project created

Triggers when a new project is created

Comment added

Triggers when a comment is added to an object

Task moved

Triggers when a task is moved from one task list to another

Task created

Triggers when a new task is created

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 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 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

Add comment to discussion

Adds a new comment to discussion

Create task

Creates a new task

Create project

Creates a new project

Add comment to task

Creates a new comment in the selected task

Create company

Creates a new company

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update company

Updates the details of an existing company

Move task

Moves the specified task to the selected task list

Fetch label

Fetches the details of an existing label by ID or name

Fetch project

Fetches the details of an existing project by ID or name

Fetch currency

Fetches the details of an existing currency by ID, name, or code

Fetch company

Fetches the details of an existing company by ID or name

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

Fetch template

Fetches the details of an existing template

Fetch category

Fetches the details of an existing category by ID or 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.

CRM

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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