Integrate Agendor with sevDesk
Send information between Agendor and sevDesk automatically, without writing any code, using Zoho Flow.
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Create an invoice in sevDesk for newly acquired deals in Agendor
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in sevDesk each time a deal is 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 invoice in sevDesk.
Create an invoice in sevDesk for newly acquired deals in Agendor
Agendor + sevDesk
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Supported triggers and actions
Integrate Agendor and sevDesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Person created
Triggers when a new person is created
Deal updated
Triggers when a the details of a deal is updated
Task created
Triggers when a new task is created
Contact added
Triggers when a new contact (person /company ) is added
Order received
Triggers when a new invoice is received
Invoice created
Triggers when a new invoice 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 deal
Updates the basic details of the specified 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
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 contact
Creates a new contact
Create order
Creates a new order
Create invoice
Creates a new invoice
Create task
Creates a new task
Create voucher
Creates a new voucher
Create contact address
Creates a new contact address
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch category by ID
Fetches the details of an existing category by ID
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch country by ID
Fetches a country by ID
Fetch country by name
Fetches a country by name
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch category by name
Fetches the details of an existing category by name
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
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 sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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