Integrate Agendor with Saasu

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

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Create an invoice in Saasu for recently won deals in Agendor

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Saasu each time a deal is 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 invoice with item layout and inventory items in Saasu.
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Create an invoice in Saasu for recently won deals in Agendor

Agendor + Saasu

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Supported triggers and actions

Integrate Agendor and Saasu 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

New activity

Triggers when a new activity is created

New contact

Triggers when a new contact is created

New item

Triggers when a new item is created

New invoice

Triggers when a new invoice is created

New purchase order

Triggers when a new purchase order is created

New company

Triggers when a new company is created

Contact updated

Triggers when the details of an existing contact are updated

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 inventory adjustment

Creates a new inventory adjustmemt

Create item

Creates a new item

Create account

Creates a new account

Create service invoice

Creates a new invoice with service layout

Create contact

Creates a new contact

Create company

Creates a new company

Create item invoice

Creates a new invoice with item layout and inventory items

Create activity

Creates a new activity

Create journal

Creates a new journal

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Update contact

Updates details of the selected contact

Update company

Updates the details of an existing company

Fetch contact

Fetches details of the selected contact

Update account

Updates the details of an existing account

Update activity

Updates the details of an existing activity

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update journal

Updates the details of an existing journal

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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 Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

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