Integrate Agendor with ProWorkflow
Send information between Agendor and ProWorkflow automatically, without writing any code, using Zoho Flow.
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Generate an invoice in ProWorkflow for newly closed deals in Agendor
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in ProWorkflow whenever a deal is 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 invoice in ProWorkflow.
Generate an invoice in ProWorkflow for newly closed deals in Agendor
Agendor + ProWorkflow
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Supported triggers and actions
Integrate Agendor and ProWorkflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Company created
Triggers when a new company is created
Task created
Triggers when a new task is added
Company created
Triggers when a new company is added
Message created
Triggers when a new message is added
Quote created
Triggers when a new quote is added
Invoice updated
Triggers when the details of an existing invoice are edited
Task updated
Triggers when the details of an existing task are updated
Project created
Triggers when a new project is added
Invoice created
Triggers when a new invoice is added
Contact created
Triggers when a new contact is added
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 company
Updates the details of the specified company
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
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 invoice
Creates a new invoice
Add company
Creates a new company
Add project
Creates a new project
Add expense
Creates a new expense
Add contact
Creates a new contact
Find contact
Fetches the details of an existing contact using username or email address
Find invoice
Fetches the details of an existing invoice
Find project
Fetches the details of an existing project
Find company
Fetches the details of an existing company by name or email address
What is ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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Learn more >Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.
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CEO, Infinite Solutions
Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
Ben Walwyn
CTO, Faverton
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)
