Agendor + Proposify Legacy

Agendor + Proposify Legacy integrations

Create Proposify Legacy clients for new Agendor companies

In a sales company, many people use different softwares to do what they do best. With this integration you save your time with no manual copying and pasting to create and prevent errors on sharing your Agendor companies automatically to Proposify Legacy Clients to your dedicated sales team.

When this happens...
New OrganizationTriggers when a new Organization (Empresa) is created.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Agendor and Proposify Legacy

Discover other triggers and actions you can use with Agendor and Proposify Legacy

New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Trigger
Instant
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Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Trigger
Instant
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Updated Deal
Triggers when a Deal (Negócio) is edited.
Trigger
Instant
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New Organization
Triggers when a new Organization (Empresa) is created.
Trigger
Instant
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New Person
Triggers when a new Person (Pessoa) is created.
Trigger
Instant
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- Relates to (Relaciona-se a)
  Required
- Text (Texto)
  Required
- Author (Criador)
  Required
- Due Date (Data de Agendamento)
- Assigned Users (Usuários Responsáveis)
- Finished? (Finalizada?)
- Metrics (Métricas)
- Type (Tipo)
Action
Write
- Deal
  Required
- Deal Status (Status do Negócio)
  Required
- End Time (Data de Conclusão)
Action
Write

- Organization
  Required
- Name (Nome)
- Legal Name (Razão Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Write
- Person
  Required
- Name (Nome)
  Required
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
- Cnpj
- Email
Action
Search
- Title (Título)
  Required
- Organization (Empresa)
- Person (Pessoa)
- Deal Status (Status do Negócio)
- Description (Descrição)
- Products (Produtos)
- Ranking
- Start Time (Data de Início)
- End Time (Data de Conclusão)
- Owner User (Usuário Responsável)
- Funnel (Funil)
- Value (Valor)
- Author (Criador)
Action
Search or write
- Name (Nome)
  Required
- CPF
- Email
- Role (Cargo)
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Search or write
Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

New Deal
Triggers when a new Deal (Negócio) is created.
Trigger
Instant
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Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Trigger
Instant
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Deal Won
Triggers when a Deal (Negócio) is set as won.
Trigger
Instant
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Updated Organization
Triggers when an Organization (Empresa) is edited.
Trigger
Instant
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Updated Person
Triggers when a Person (Pessoa) is edited.
Trigger
Instant
Try It
- Deal
  Required
- Funnel (Funil)
Action
Write
- Deal
  Required
- Value (Valor)
- Description (Descrição)
- Start Time (Data de Início)
- Products (Produtos)
Action
Write
- Name (Nome)
  Required
- Legal Name (Razão Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Write
- Name (Nome)
  Required
- Email
  Required
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Write
- Title (Título)
- Organization (Empresa)
- Person
Action
Search
- Name
- Cpf
- Email
Action
Search
- Name (Nome)
  Required
- CNPJ
- Email
- Legal Name (Razão Social)
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Search or write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

About Agendor

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management