Agendor + Checkvist Integration

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Agendor + Checkvist Integration

Create Checkvist list for new Agendor deal

If you're using Agendor and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Agendor, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Agendor and Checkvist accounts and start creating deal!
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Agendor + Checkvist Integration

Create Checkvist list for new Agendor contact

When you create a new contact in Agendor, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Agendor and Checkvist!
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Checkvist + Agendor Integration

Create Agendor task for new Checkvist list

Are you looking for a way to keep track of your sales process and create task for yourself in Agendor? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Agendor for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Agendor + Checkvist Integration
1.
  • Agendor
    Person is created in Agendor Instant
  • Agendor
    Person is updated in Agendor Instant
  • Agendor
    Deal is won in Agendor Instant
  • Agendor
    Deal stage is changed in Agendor Instant
  • Agendor
    Deal is updated in Agendor Instant
  • Agendor
    Deal is created in Agendor Instant
  • Agendor
    Deal is lost in Agendor Instant
  • Agendor
    Task is created in Agendor Instant
  • Agendor
    Organization is created in Agendor Instant
  • Agendor
    Organization is updated in Agendor Instant
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
2.
  • Agendor
    Create person in Agendor
  • Agendor
    Update person in Agendor
  • Agendor
    Get person by id in Agendor
  • Agendor
    Search person in Agendor
  • Agendor
    Update deal status in Agendor
  • Agendor
    Update deal stage in Agendor
  • Agendor
    Update deal in Agendor
  • Agendor
    Get deal by id in Agendor
  • Agendor
    Search deal in Agendor
  • Agendor
    Create task in Agendor
  • Agendor
    Update organization in Agendor
  • Agendor
    Create organization in Agendor
  • Agendor
    Get organization by id in Agendor
  • Agendor
    Search organization in Agendor
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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