Agendor + Interact

Create or update Agendor persons from new Interact leads

Effortlessly manage your leads with this seamless integration between Interact and Agendor. This workflow activates whenever a new lead is generated in Interact, instantly creating or updating the corresponding person in Agendor. Stay organized and updated in real-time, while focusing on building meaningful connections with your leads.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Create or Update Person
Creates or updates a Person (Pessoa).
ActionWrite

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Supported triggers and actions

What does this mean?

- QuizRequired
Trigger
Instant
Try It
New Deal
Triggers when a new Deal (Negócio) is created.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Trigger
Instant
Try It
Deal Won
Triggers when a Deal (Negócio) is set as won.
Trigger
Instant
Try It
Updated Organization
Triggers when an Organization (Empresa) is edited.
Trigger
Instant
Try It

Updated Person
Triggers when a Person (Pessoa) is edited.
Trigger
Instant
Try It
- DealRequired
- Funnel (Funil)
Action
Write

- DealRequired
- Value (Valor)
- Description (Descrição)
- Start Time (Data de Início)
- Products (Produtos)
Action
Write
- Name (Nome)Required
- Legal Name (Razão Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Write
- Name (Nome)Required
- EmailRequired
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Write
- Title (Título)
- Organization (Empresa)
- Person
Action
Search
- Name
- Cpf
- Email
Action
Search
- Name (Nome)Required
- CNPJ
- Email
- Legal Name (Razão Social)
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Search or write

New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Trigger
Instant
Try It
Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Trigger
Instant
Try It
Updated Deal
Triggers when a Deal (Negócio) is edited.
Trigger
Instant
Try It
New Organization
Triggers when a new Organization (Empresa) is created.
Trigger
Instant
Try It
New Person
Triggers when a new Person (Pessoa) is created.
Trigger
Instant
Try It
- Relates to (Relaciona-se a)Required
- Text (Texto)Required
- Author (Criador)Required
- Due Date (Data de Agendamento)
- Assigned Users (Usuários Responsáveis)
- Finished? (Finalizada?)
- Metrics (Métricas)
- Type (Tipo)
Action
Write
- DealRequired
- Deal Status (Status do Negócio)Required
- End Time (Data de Conclusão)
Action
Write
- OrganizationRequired
- Name (Nome)
- Legal Name (Razão Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Write
- PersonRequired
- Name (Nome)Required
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Name
- Cnpj
- Email
Action
Search
- Title (Título)Required
- Organization (Empresa)
- Person (Pessoa)
- Deal Status (Status do Negócio)
- Description (Descrição)
- Products (Produtos)
- Ranking
- Start Time (Data de Início)
- End Time (Data de Conclusão)
- Owner User (Usuário Responsável)
- Funnel (Funil)
- Value (Valor)
- Author (Criador)
Action
Search or write
- Name (Nome)Required
- CPF
- Email
- Role (Cargo)
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Search or write