Teamwork Desk + Agendor Integration

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Agendor + Teamwork Desk Integration

Create Teamwork Desk ticket for new Agendor deal

Agendor is a great tool for managing customer relationships. However, when an deal is created in Agendor, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Teamwork Desk whenever an deal is created in Agendor. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Teamwork Desk + Agendor Integration

Create Agendor contact from new Teamwork Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Agendor. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Agendor integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Agendor.

This makes it easy to keep track of your support tickets and contacts in one place.
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Teamwork Desk + Agendor Integration
1.
  • Teamwork Desk
    Ticket is created in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is assigned in Teamwork Desk Instant
  • Teamwork Desk
    Thread is updated in Teamwork Desk Instant
  • Teamwork Desk
    Customer sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is unassigned in Teamwork Desk Instant
  • Teamwork Desk
    Agent sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket note is created in Teamwork Desk Instant
  • Teamwork Desk
    Customer is created in Teamwork Desk Instant
  • 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
2.
  • Teamwork Desk
    Update customer in Teamwork Desk
  • Teamwork Desk
    Add reply to a ticket in Teamwork Desk
  • Teamwork Desk
    Remove ticket in Teamwork Desk
  • Teamwork Desk
    Search customer in Teamwork Desk
  • Teamwork Desk
    Create ticket in Teamwork Desk
  • Teamwork Desk
    Create customer in Teamwork Desk
  • Teamwork Desk
    Search Ticket in Teamwork Desk
  • 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
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