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.
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
Agendor + AirtableUpdate Record in Airtable when New Person is created in Agendor Read More...
Agendor + AirtableUpdate Record in Airtable when New Organization is created in Agendor Read More...
It's easy to connect Agendor + Airtable without coding knowledge. Start creating your own business flow.
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 record is available.
Triggers when a new record is available.
Creates a new record with auto-populating fields.
Update the values of specific cells in an Airtable record.
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 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.
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.
First, navigate to Settings > Workflows > Assign > Add Action > Choose “Airtable” from dropdown menu.
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.