

Integrate Agendor with Forecast
Send information between Agendor and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new project in Forecast for every deal won in your Agendor
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Forecast for every deal won in your 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 Forecast.


Create a new project in Forecast for every deal won in your Agendor
Agendor + Forecast

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Supported triggers and actions
Integrate Agendor and Forecast 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

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

New subtask
Triggers when a new subtask is created in the selected project

New project
Triggers when a new project 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

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by 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.
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What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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