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Agendor + Proposify

Create Proposify 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 Clients to your dedicated sales team.

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 Clients to your dedicated sales team.

  1. When this happens...
    AgendorAgendor
    New Organization

    Triggers when a new Organization (Empresa) is created.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Agendor triggers, actions, and search

    New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

    Trigger
    Instant
    Try It
  • Agendor triggers, actions, and search

    Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

    Trigger
    Instant
    Try It
  • Agendor triggers, actions, and search

    New Organization

    Triggers when a new Organization (Empresa) is created.

    Trigger
    Instant
    Try It
  • Agendor triggers, actions, and search

    Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

    Trigger
    Instant
    Try It
  • Agendor triggers, actions, and search

    Updated Organization

    Triggers when an Organization (Empresa) is edited.

    Trigger
    Instant
    Try It
agendor logo
agendor logo

About Agendor

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
proposify logo
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.