Agendor ProfitWell Integración mediante agentes de IA
Appy Pie Automate le permite integrar Agendor con ProfitWell usando agentes de IA
- No se requiere tarjeta de crédito
- Prueba gratuita de 7 días
- Instalación rápida como un rayo
20 millones de horas hombre ahorradas
Plataforma de integración de aplicaciones galardonada
Simplifique la integración de Agendor ProfitWell con una configuración perfecta
Configure fácilmente la integración de Agendor ProfitWell sin codificación. Comience a automatizar sus flujos de trabajo e integre Agendor con ProfitWell hoy mismo.
-
Trato perdido
Se dispara cuando una Operación (Negócio) se establece como perdida.
-
Etapa de negociación modificada
Se activa cuando una Operación (Negócio) pasa a otra etapa (Etapa) en el pipeline.
-
Trato ganado
Se activa cuando una Operación (Negócio) se establece como ganada.
-
Nuevo trato
Se activa cuando se crea una nueva Operación (Negócio).
-
Nueva Organización
Se activa cuando se crea una nueva Organización (Empresa).
-
Persona nueva
Se activa cuando se crea una nueva Persona (Pessoa).
-
Nueva tarea
Se activa cuando se crea una nueva Tarea (Tarefa/Comentário).
-
Acuerdo actualizado
Disparadores cuando se edita una Operación (Negócio)
-
Organización actualizada
Se activa cuando se edita una Organización (Empresa).
-
Persona actualizada
Se activa cuando se edita una Persona (Pessoa).
-
Añadir cliente
Añada un nuevo cliente en su cuenta profitwell.
-
Suscripción Churn
Suscripción Churn.
-
Obtener información del cliente
Obtenga información sobre el MRR y el plan del cliente.
-
Actualizar o reducir la suscripción
Actualizar o reducir la suscripción
-
Trato perdido
Se dispara cuando una Operación (Negócio) se establece como perdida.
-
Etapa de negociación modificada
Se activa cuando una Operación (Negócio) pasa a otra etapa (Etapa) en el pipeline.
-
Trato ganado
Se activa cuando una Operación (Negócio) se establece como ganada.
-
Nuevo trato
Se activa cuando se crea una nueva Operación (Negócio).
-
Nueva Organización
Se activa cuando se crea una nueva Organización (Empresa).
-
Persona nueva
Se activa cuando se crea una nueva Persona (Pessoa).
-
Nueva tarea
Se activa cuando se crea una nueva Tarea (Tarefa/Comentário).
-
Acuerdo actualizado
Disparadores cuando se edita una Operación (Negócio)
-
Organización actualizada
Se activa cuando se edita una Organización (Empresa).
-
Persona actualizada
Se activa cuando se edita una Persona (Pessoa).
-
Añadir cliente
Añada un nuevo cliente en su cuenta profitwell.
-
Suscripción Churn
Suscripción Churn.
-
Obtener información del cliente
Obtenga información sobre el MRR y el plan del cliente.
-
Actualizar o reducir la suscripción
Actualizar o reducir la suscripción
Cómo funcionan las integraciones Agendor y ProfitWell
Siga los pasos a continuación para comenzar a configurar sus integraciones Agendor usando Appy Pie Automate: using Appy Pie Automate:
-
![Pasos]()
Paso 1: Seleccionar disparador
Elija Agendor como la aplicación desencadenante, seleccione el evento, autentíquese y pruebe con éxito
-
![Pasos]()
Paso 2: Seleccionar Acción
Después de completar la prueba de activación, seleccione ProfitWell como la aplicación de acción de la lista.
-
![Pasos]()
Paso 3: Autenticar
Conecte su cuenta ProfitWell y autentíquela.
-
![Pasos]()
Paso 4: Configuración y prueba
Selecciona los datos que deseas enviar de Agendor a ProfitWell ¡y tu agente de IA estará listo!
Plantillas populares para la integración de Agendor y ProfitWell
Descubra nuestras plantillas más populares, diseñadas para simplificar y optimizar sus procesos de automatización.
Add Customer in ProfitWell when New Person is created in Agendor
-
When this happens:
New Person
-
Then do this:
Add Customer
Upgrade or Downgrade Subscription in ProfitWell when New Person is created in Agendor
-
When this happens:
New Person
-
Then do this:
Upgrade or Downgrade Subscription
Churn Subscription in ProfitWell when New Person is created in Agendor
-
When this happens:
New Person
-
Then do this:
Churn Subscription
Get Customer Info in ProfitWell when New Person is created in Agendor
-
When this happens:
New Person
-
Then do this:
Get Customer Info
Upgrade or Downgrade Subscription in ProfitWell when New Organization is created in Agendor
-
When this happens:
New Organization
-
Then do this:
Upgrade or Downgrade Subscription
Get Customer Info in ProfitWell when New Organization is created in Agendor
-
When this happens:
New Organization
-
Then do this:
Get Customer Info
Churn Subscription in ProfitWell when New Organization is created in Agendor
-
When this happens:
New Organization
-
Then do this:
Churn Subscription
Add Customer in ProfitWell when New Organization is created in Agendor
-
When this happens:
New Organization
-
Then do this:
Add Customer
Upgrade or Downgrade Subscription in ProfitWell when New Task is created in Agendor
-
When this happens:
New Task
-
Then do this:
Upgrade or Downgrade Subscription
Add Customer in ProfitWell when New Task is created in Agendor
-
When this happens:
New Task
-
Then do this:
Add Customer
Add Customer in ProfitWell when New Deal is created in Agendor
-
When this happens:
New Deal
-
Then do this:
Add Customer
Churn Subscription in ProfitWell when New Deal is created in Agendor
-
When this happens:
New Deal
-
Then do this:
Churn Subscription
Get Customer Info in ProfitWell when New Task is created in Agendor
-
When this happens:
New Task
-
Then do this:
Get Customer Info
Churn Subscription in ProfitWell when New Task is created in Agendor
-
When this happens:
New Task
-
Then do this:
Churn Subscription
Get Customer Info in ProfitWell when New Deal is created in Agendor
-
When this happens:
New Deal
-
Then do this:
Get Customer Info
Upgrade or Downgrade Subscription in ProfitWell when New Deal is created in Agendor
-
When this happens:
New Deal
-
Then do this:
Upgrade or Downgrade Subscription
Add Customer in ProfitWell when Updated Person is added to Agendor
-
When this happens:
Updated Person
-
Then do this:
Add Customer
Churn Subscription in ProfitWell when Updated Person is added to Agendor
-
When this happens:
Updated Person
-
Then do this:
Churn Subscription
Get Customer Info in ProfitWell when Updated Person is added to Agendor
-
When this happens:
Updated Person
-
Then do this:
Get Customer Info
Upgrade or Downgrade Subscription in ProfitWell when Updated Person is added to Agendor
-
When this happens:
Updated Person
-
Then do this:
Upgrade or Downgrade Subscription
Get Customer Info in ProfitWell when Updated Deal is added to Agendor
-
When this happens:
Updated Deal
-
Then do this:
Get Customer Info
Churn Subscription in ProfitWell when Deal Won is added to Agendor
-
When this happens:
Deal Won
-
Then do this:
Churn Subscription
Churn Subscription in ProfitWell when Updated Deal is added to Agendor
-
When this happens:
Updated Deal
-
Then do this:
Churn Subscription
Churn Subscription in ProfitWell when Updated Organization is added to Agendor
-
When this happens:
Updated Organization
-
Then do this:
Churn Subscription
Upgrade or Downgrade Subscription in ProfitWell when Updated Organization is added to Agendor
-
When this happens:
Updated Organization
-
Then do this:
Upgrade or Downgrade Subscription
Add Customer in ProfitWell when Updated Deal is added to Agendor
-
When this happens:
Updated Deal
-
Then do this:
Add Customer
Upgrade or Downgrade Subscription in ProfitWell when Updated Deal is added to Agendor
-
When this happens:
Updated Deal
-
Then do this:
Upgrade or Downgrade Subscription
Add Customer in ProfitWell when Updated Organization is added to Agendor
-
When this happens:
Updated Organization
-
Then do this:
Add Customer
Get Customer Info in ProfitWell when Updated Organization is added to Agendor
-
When this happens:
Updated Organization
-
Then do this:
Get Customer Info
Add Customer in ProfitWell when Deal Won is added to Agendor
-
When this happens:
Deal Won
-
Then do this:
Add Customer
Upgrade or Downgrade Subscription in ProfitWell when Deal Won is added to Agendor
-
When this happens:
Deal Won
-
Then do this:
Upgrade or Downgrade Subscription
Get Customer Info in ProfitWell when Deal Won is added to Agendor
-
When this happens:
Deal Won
-
Then do this:
Get Customer Info
Add Customer in ProfitWell when Deal Lost is added to Agendor
-
When this happens:
Deal Lost
-
Then do this:
Add Customer
Get Customer Info in ProfitWell when Deal Lost is added to Agendor
-
When this happens:
Deal Lost
-
Then do this:
Get Customer Info
Upgrade or Downgrade Subscription in ProfitWell when Deal Lost is added to Agendor
-
When this happens:
Deal Lost
-
Then do this:
Upgrade or Downgrade Subscription
Upgrade or Downgrade Subscription in ProfitWell when Deal Stage Changed is added to Agendor
-
When this happens:
Deal Stage Changed
-
Then do this:
Upgrade or Downgrade Subscription
Churn Subscription in ProfitWell when Deal Lost is added to Agendor
-
When this happens:
Deal Lost
-
Then do this:
Churn Subscription
Add Customer in ProfitWell when Deal Stage Changed is added to Agendor
-
When this happens:
Deal Stage Changed
-
Then do this:
Add Customer
Churn Subscription in ProfitWell when Deal Stage Changed is added to Agendor
-
When this happens:
Deal Stage Changed
-
Then do this:
Churn Subscription
Get Customer Info in ProfitWell when Deal Stage Changed is added to Agendor
-
When this happens:
Deal Stage Changed
-
Then do this:
Get Customer Info
Optimice su flujo de trabajo con la automatización de Appy Pie
Preguntas frecuentes
-
Agendor es un CRM y una plataforma de gestión de ventas que actúa como un asistente personal para los vendedores. Organiza y centraliza los datos de tus clientes, realiza un seguimiento de las ventas y evalúa el negocio en curso, todo ello de forma gratuita y desde cualquier lugar.
-
ProfitWell es una aplicación basada en la nube que proporciona a los usuarios todas sus métricas financieras y de suscripción en un solo lugar.
-
The integration between Agendor and ProfitWell 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:
- Connection Establishment: The first step is establishing a secure connection between Agendor and ProfitWell. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
-
While assessing the security of integrating Agendor with ProfitWell, 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-ProfitWell integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Agendor and ProfitWell integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Herramienta de integración todo en uno para aplicaciones web y móviles
Utilice la plataforma de integración de aplicaciones más poderosa
Comience gratis