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
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new project in TeamGrid.
Create a new project in TeamGrid for every deal won in Agendor
Agendor + TeamGrid
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Supported triggers and actions
Integrate Agendor and TeamGrid 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
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Project created
Triggers when a new project is created
Task created
Triggers when a task 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 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
Create project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
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.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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Custom functions
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Learn more >I’m a lawyer by training, not a developer, but I built these flows myself. That says something about how accessible Zoho Flow is. It has helped us save over $100,000 and 1,200 hours every year.
Morten Lodal Askekilde
Chief Operating Officer, Alps Education
Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
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CEO, SHARC Energy
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
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CEO, InterForm
