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Book An AppointmentTriggers when a Deal (Negócio) is set as lost.
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Triggers when a Deal (Negócio) is set as won.
Triggers when a new Deal (Negócio) is created.
Triggers when a new Organization (Empresa) is created.
Triggers when a new Person (Pessoa) is created.
Triggers when a new Task (Tarefa/Comentário) is created.
Triggers when a Deal (Negócio) is edited
Triggers when an Organization (Empresa) is edited.
Triggers when a Person (Pessoa) is edited.
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Triggers when a new time entry is created.
Triggers when a time entry is updated.
Creates a new client.
Creates a new project.
Creates a new project task.
Search Users by Email (IN this, we get all projects now we will apply filter for project name)
Finds a user by email (in this for now we fetch all users apply filter remain)
Triggers when a Deal (Negócio) is set as lost.
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Triggers when a Deal (Negócio) is set as won.
Triggers when a new Deal (Negócio) is created.
Triggers when a new Organization (Empresa) is created.
Triggers when a new Person (Pessoa) is created.
Triggers when a new Task (Tarefa/Comentário) is created.
Triggers when a Deal (Negócio) is edited
Triggers when an Organization (Empresa) is edited.
Triggers when a Person (Pessoa) is edited.
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Triggers when a new time entry is created.
Triggers when a time entry is updated.
Creates a new client.
Creates a new project.
Creates a new project task.
Search Users by Email (IN this, we get all projects now we will apply filter for project name)
Finds a user by email (in this for now we fetch all users apply filter remain)
Choose Agendor as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select awork as the action app from the list.
Connect your awork account & authenticate it.
Select the data you want to send from Agendor to awork & your AI Agent is ready!
New Person
Create Client
New Person
Search Users by Email
New Person
Create Project
New Organization
Create Client
New Organization
Create Project
Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.
Intelligent projects, tasks and time tracking for your project business.
The integration between Agendor and awork is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Agendor with awork, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Agendor-awork integration:
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