Agendor

Agendor Help & Support

What Agendor Triggers and Actions are Supported

Supported Triggers#

  • New Person - Triggers when a new Person (Pessoa) is created.
  • Deal Lost - Triggers when a Deal (Negócio) is set as lost.
  • Updated Company - Triggers when an Company (Empresa) is edited.
  • New Deal - Triggers when a new Deal (Negócio) is created.
  • New Task - Triggers when a new Task (Tarefa/Comentário) is created.
  • Deal Stage Changed - Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
  • Updated Deal - Triggers when a Deal (Negócio) is edited.
  • Deal Won - Triggers when a Deal (Negócio) is set as won.
  • New Company - Triggers when a new Company (Empresa) is created.
  • Updated Person - Triggers when a Person (Pessoa) is edited.

Supported Searches#

  • Find or Create a Deal - Finds a deal.
  • Find or Create a Company - Finds a company.
  • Find or Create a Person - Finds a person.

Supported Actions#

  • Update Deal Status - Updates a Deal Status (Atualizar Status de um Negócio).
  • Update Deal Basic Data - Updates a Deal (Negócio).
  • Update Deal Stage - Updates a Deal Stage (Mover Negócio de Etapa).
  • Update Person - Updates a Person (Pessoa).
  • Create Task - Creates a Task (Tarefa/Comentário).
  • Update Company - Updates a Company (Empresa).

How to Get Started with Agendor on Zapier

When you start creating a Agendor Zap, you will be asked to connect your Agendor account.

Click to connect Agendor

Next, you'll be asked to enter your Agendor API key.

Agendor API Key)

To locate your API Key in your Agendor account, please follow these steps:

  1. Log into your Agendor account.
  2. Click "Menu" located in the Top Right.
  3. Choose "Integrations".
  4. Copy the Token located in this page to your clipboard.

Agendor API Key in account

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your Agendor account will now be successfully connected.

Agendor connection successful

Common Problems with Agendor on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

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Getting Started with Zapier