Agendor

agendor is a crm platform focused on sales management and pipeline tracking integrating agendor with make com enables users to automate lead capture, update deals, and sync contacts between agendor and other business tools for streamlined sales processes this is ai generated content based on official agendor documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //ajuda agendor com br/pt br/articles/2652261 como funciona o suporte do agendor directly requirements to use the agendor app in make, you must have an active agendor account and an api key, https //www agendor com br/ for subscription, refer to the https //www agendor com br/ connect agendor and {{product name}} to get started, you must first create a connection between agendor and {{product name}} , allowing the two services to communicate obtain your api key in your agendor account create the connection in make obtain your api key in your agendor account before you create the connection in {{product name}} , you should first obtain your api key in your agendor account to obtain your api key navigate to menu click integrations copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //ajuda agendor com br/pt br/articles/5482997 o que e e para que usamos o token da conta create the connection in {{product name}} https //www make com/en/register , add the agendor module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your agendor account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page agendor modules after connecting to the agendor app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a deal for a person creates a new sales deal and associates it with a specific person in your account create a deal for an organization creates a new sales deal and associates it with a specific organization create a person creates a new person record in your database or application create a product creates a new product entry in your account create a task for a deal creates a new task associated with a specific deal create a task for a person creates a new task assigned to a specific person create a task for an organization creates a new task within a specified organization account create an organization creates a new organization record in your account delete a person deletes a specified person record from your database or system delete a product permanently removes a selected product from your inventory delete an organization permanently removes a specified organization from your account get a deal fetches detailed information about a particular deal get a person fetches detailed information about a specified person get an organization fetches detailed information about a specified organization list deals of a person retrieves a list of all deals associated with the specified person list deals of an organization retrieves a list of deals assigned to a specified person list persons of an organization fetches a list of individuals associated with a specified organization list products fetches and displays a list of available products from your account make an api call executes a custom api request to the connected service using your authorized credentials search deals searches for specific deals based on your criteria or retrieves a complete list of all available deals search organizations searches for specific organizations or retrieves a complete list of all organizations search persons searches for specific persons or retrieves a complete list of all persons search tasks searches for specific tasks or retrieves a complete list of all tasks search tasks of a deal retrieves tasks associated with a specific deal or displays all available tasks search tasks of a person finds tasks assigned to a specified person or retrieves all available tasks search tasks of an organization retrieves tasks from a specified organization or displays all available tasks update a deal updates the details of an existing deal update a deal stage updates the stage of a specific deal in your pipeline update a deal status updates the current status of a selected deal in your account update a person updates the details of an existing person in your database update an organization updates the details or information of an existing organization upsert a person updates an existing person’s details or creates a new person if one does not already exist upsert an organization updates an existing organization or creates a new one if it does not already exist templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} agendor resources you can have access to more resources related to this app on the following links https //community make com/search?q=agendor https //www agendor com br/ https //api agendor com br/docs/ https //www make com/en/integrations/agendor