Agendor and Salesflare
How to connect Agendor
- Via Zapier — 25 operations available. Set it up ↗
- Via Make — 33 modules available. Set it up ↗
What you can automate
- When new Task in Agendor, create task in Salesflare.
- When new Deal in Agendor, create opportunity in Salesflare.
- When deal Won in Agendor, create opportunity in Salesflare.
- When new Organization in Agendor, find or create account in Salesflare.
- When updated Organization in Agendor, find or create account in Salesflare.
- When new Person in Agendor, find or create contact in Salesflare.
About Agendor
Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.
Agendor operations on Zapier
Triggers (10)
Start a workflow when this happens
- Deal Lost — Triggers when a Deal (Negócio) is set as lost.
- Deal Stage Changed — Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
- Deal Won — Triggers when a Deal (Negócio) is set as won.
- New Deal — Triggers when a new Deal (Negócio) is created.
- New Organization — Triggers when a new Organization (Empresa) is created.
Show 5 more triggers
- New Person — Triggers when a new Person (Pessoa) is created.
- New Task — Triggers when a new Task (Tarefa/Comentário) is created.
- Updated Deal — Triggers when a Deal (Negócio) is edited.
- Updated Organization — Triggers when an Organization (Empresa) is edited.
- Updated Person — Triggers when a Person (Pessoa) is edited.
Actions (12)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Task — Creates a Task (Tarefa/Comentário).
- Create or Update Organization — Creates or updates an Organization (Empresa).
- Create or Update Person — Creates or updates a Person (Pessoa).
- Find or Create Deal — Finds or Creates a deal.
Show 7 more actions
- Find or Create Organization — Finds or Creates an organization.
- Find or Create Person — Finds or Creates a person.
- Update Deal Basic Data — Updates a Deal (Negócio).
- Update Deal Stage — Updates a Deal Stage (Mover Negócio de Etapa).
- Update Deal Status — Updates a Deal Status (Atualizar Status de um Negócio).
- Update Organization — Updates a Organization (Empresa).
- Update Person — Updates a Person (Pessoa).
Searches (3)
Look up existing records
- Find Deal — Finds a deal.
- Find Organization — Finds an organization.
- Find Person — Finds a person.
Agendor operations on Make
Actions (22)
Things Salesflare can make it do
- Create a Deal for a Person — Creates a new deal for a person.
- Create a Deal for an Organization — Creates a new deal for an organization.
- Create a Person — Creates a new person.
- Create a Product — Creates a new product.
- Create a Task for a Deal — Creates a new task for a deal.
Show 17 more actions
- Create a Task for a Person — Creates a new task for a person.
- Create a Task for an Organization — Creates a new task for an organization.
- Create an Organization — Creates a new organization.
- Delete a Person — Deletes a person.
- Delete a Product — Deletes a product.
- Delete an Organization — Deletes an organization.
- Get a Deal — Retrieves a specific deal.
- Get a Person — Retrieves a specific person.
- Get an Organization — Retrieves a specific organization.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Deal — Updates a deal.
- Update a Deal Stage — Updates a deal stage.
- Update a Deal Status — Updates a deal status.
- Update a Person — Updates a person.
- Update an Organization — Updates an organization.
- Upsert a Person — Updates a person or creates new if not exist.
- Upsert an Organization — Updates an organization or creates new if not exist.
Searches (11)
Look up existing records
- List Deals of a Person — Retrieves a list of deals for selected person.
- List Deals of an Organization — Retrieves a list of deals for a selected personal.
- List Persons of an Organization — Retrieves a list of persons for a selected organization.
- List Products — Retrieves a list of products.
- Search Deals — Searches for deals or list them all.
Show 6 more searches
- Search Organizations — Searches for organizations or list them all.
- Search Persons — Searches for persons or list them all.
- Search Tasks — Searches for tasks or list them all.
- Search Tasks of a Deal — Searches for tasks for a selected deal or list them all.
- Search Tasks of a Person — Searches for tasks for a selected person or list them all.
- Search Tasks of an Organization — Searches for tasks for a selected organization or list them all.
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