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.
Formatter by Automate is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “AI Agent”.
Integrations for Formatter By AutomateIt's easy to connect Agendor + Formatter By Automate 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.
Work with dates and times to change formatting or add/subtract time (with line-item support).
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Various utilities like "choose value from list" or "look up in table" (with line-item support).
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(10 seconds)
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(2 minutes)