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Agendor + Airtable Integrations

Appy Pie Connect allows you to automate multiple workflows between Agendor and Airtable

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  • Lightning Fast Setup
About Agendor

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.

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

Airtable Integrations
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Best ways to Integrate Agendor + Airtable

  • Agendor Airtable

    Agendor + Airtable

    Create Record to Airtable from New Person in Agendor Read More...
    Close
    When this happens...
    Agendor New Person
     
    Then do this...
    Airtable Create Record
  • Agendor Airtable

    Agendor + Airtable

    Update Record in Airtable when New Person is created in Agendor Read More...
    Close
    When this happens...
    Agendor New Person
     
    Then do this...
    Airtable Update Record
  • Agendor Airtable

    Agendor + Airtable

    Create Record to Airtable from New Organization in Agendor Read More...
    Close
    When this happens...
    Agendor New Organization
     
    Then do this...
    Airtable Create Record
  • Agendor Airtable

    Agendor + Airtable

    Update Record in Airtable when New Organization is created in Agendor Read More...
    Close
    When this happens...
    Agendor New Organization
     
    Then do this...
    Airtable Update Record
  • Agendor Airtable

    Agendor + Airtable

    Create Record to Airtable from New Task in Agendor Read More...
    Close
    When this happens...
    Agendor New Task
     
    Then do this...
    Airtable Create Record
  • Agendor {{item.actionAppName}}

    Agendor + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agendor + Airtable in easier way

It's easy to connect Agendor + Airtable without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

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

  • Deal Stage Changed

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

  • Deal Won

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

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

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

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

    Actions
  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

How Agendor & Airtable Integrations Work

  1. Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Airtable as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agendor to Airtable.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agendor and Airtable

Agendor

Agendor was the first project to leverage the power of Airtable’s groundbreaking cloud database. When we began using Airtable, we quickly realized that it is much more than a spreadsheet. To get the most out of your Agendor experience, you will want to consider using Airtable to store data in as well. While there are many ways to integrate Airtable with Agendor, this article will outline just one way to do so. In this case, we’ll use a Team-Based Workflow in Agendor to trigger an Airtable record.

Airtable

Airtable is a powerful cloud database that takes the best parts of spreadsheets and databases and combines them into one top. Whether you are a freelancer or run a global enterprise, Airtable can help you organize your work, make better decisions, and get back to doing what matters. It is flexible enough for a single user but powerful enough for whpe teams.

Integration of Agendor and Airtable

In this example, we add an action to the “Assign” workflow in Agendor. This action is similar to how you may be familiar with Trigger Actions in other apps like Zapier. The first step is to create a new Airtable record that we will use as a trigger. The second step is to configure the new record as an action within our workflow.

  • Create an Airtable Record that will trigger the action in Agendor
  • Configure the Airtable Action in AgendOR

First, navigate to Settings > Workflows > Assign > Add Action > Choose “Airtable” from dropdown menu.

  • Configure the Airtable Trigger Action in AgendOR

In this example, we configured the trigger record to be “Assigned” and assigned it to the user “Tom”. We also provided the Title for our new Airtable record. These options are configurable per workflow, so you can update these fields in each workflow if necessary. Finally, we set our custom field “team_id” to equal 1 which will determine which team should review the case and ultimately close it. You will notice that our custom field for “team_id” is located at the bottom of our Airtable action configuration screen. In order to add it, we must first click on “Add Field” located above the “Fields” section. Once you have created a new field, you can select it by clicking on the down arrow at the top right of your screen and selecting your new field name from the list. Then click on “Save Changes” and you will be taken back to your workflow settings where you will see your new field listed on the right side of your screen. If you want to edit or delete your new field, simply click on it again and select “Edit Field” or “Delete Field” from the list below your workflow settings.

This integration between Airtable and Agendor allows us to take advantage of many features from both tops while saving time and creating consistency among our systems. Now, when a case is assigned to a specific person through our workflow, Airtable automatically creates a record that includes all relevant case information including assignee, title, description, etc. This allows everybody on the team to easily access information regarding the case without having to dig through emails or pull up different screens to get details about the case. Additionally, since all relevant case information is being stored in one place (even when cases are assigned to multiple people), our administrative team can easily keep track of who has been assigned what and who needs to handle what cases next.

The process to integrate Agendor and Airtable may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.