Integrate Agendor with Zoho Subscriptions

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

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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 Zoho Subscriptions

Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.

Want to explore Agendor + Zoho Subscriptions quick connects for faster integration? Here’s our list of the best Agendor + Zoho Subscriptions quick connects.

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Connect Agendor + Zoho Subscriptions in easier way

It's easy to connect Agendor + Zoho Subscriptions 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.

  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

  • Actions
  • Create Subscription

    Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.

How Agendor & Zoho Subscriptions 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 Zoho Subscriptions 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 Zoho Subscriptions.

    (2 minutes)

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

Integration of Agendor and Zoho Subscriptions

Agendor?

Agendor is a cloud-based ERP spution that allows businesses to manage their entire inventory and sales activities from a single location. Customers can use Agendor to manage their finances, create sales orders, import data from external sources into Agendor, generate custom reports and much more.

Zoho Subscriptions?

Zoho Subscriptions is a subscription-based invoicing and billing software from Zoho. It can be used to invoice customers for recurring payments such as memberships, annual fees, subscriptions and other types of recurring payments. In addition to invoicing, Zoho Subscriptions can also track payments made by customers, add new subscribers automatically and send reminder emails to late payers among other things. Before Zoho Subscriptions was released in 2012, Zoho had already been offering a number of online invoicing and payment sputions such as Zoho Invoice and Zoho Payments.

Integration of Agendor and Zoho Subscriptions

Agendor provides a number of features that would allow users to successfully run their business operations. These include inventory management, sales order management, accounting, customer support and reporting among others. The integration of Agendor with Zoho Subscriptions would make it easier for users to invite new subscribers, create invoices and receive payments. For example, users would be able to create an invoice directly from within Agendor by selecting a subscriber from a list of all subscribers arranged according to the frequency of invoicing. This means that they won’t have to visit a separate online invoicing software such as Zoho Subscriptions to create invoices every time a subscriber requests for one. In addition, users can also generate custom reports from within Agendor using information from both Agendor and Zoho Subscriptions.

Benefits of Integration of Agendor and Zoho Subscriptions

The integration of Agendor and Zoho Subscriptions would allow users to achieve a number of benefits which include:

  • Easy Invoice Creation

Users would be able to create an invoice directly from within Agendor by selecting a subscriber from a list of all subscribers arranged according to the frequency of invoicing. This means that they won’t have to visit a separate online invoicing software such as Zoho Subscriptions every time a subscriber requests for an invoice.

  • Easy Payment Tracking

When a subscriber pays an invoice using either a credit card or online payment options such as PayPal, the payment details will be reflected on the Agendor dashboard. Users would only need to confirm the payment through the payment options provided by Agendor and click on “confirm payment” button to immediately confirm the payment.

  • Easy Invoice Approval Flow

Users can send an invoice to any subscriber or multiple subscribers at once and then approve them individually. This would speed up the approval process as users wouldn’t have to approve each invoice separately.

  • Easy Updating of Subscription Terms and Conditions

Agendor has the ability to store terms and conditions for each subscription so that subscribers can view them at any time. This means that users can update these terms and conditions any time they want instead of writing new terms and conditions every time they send out an invoice. They could also upload different terms and conditions depending on the type of subscription that has been purchased by each subscriber and then assign them to the appropriate subscriber depending on the type of subscription that has been purchased by each subscriber.

The process to integrate Agendor and Zoho Subscriptions 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm