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Agendor

With Agendor modules in Make, you can:

  • create, update, upsert, retrieve, search, and delete organizations

  • create, update, upsert, retrieve, search, and delete people

  • create, list, and delete products

  • create, update, retrieve, search, and lists deals for organization and persons

  • create and search tasks for a person, organization, and deal.

To get started with Agendor, create an account at agendor.com.

Connect Agendor to Make

To connect Agendor app, you need to obtain the API Key.

  1. Log in to your Agendor account.

  2. Click apps Menu > Integrations, and copy the API Key to a safe place.

    agendor-2.png
  3. Log in to your Make account, insert an Agendor module scenario and click the Add button next to the Connection field.

    agendor-1.gif
  4. In the Connection name field, enter a name for the connection.

  5. In the API Key field, enter the details copied in step 2 and click Save.

You have successfully connected the Agendor app and can now build scenarios.

Organizations

You can create, update, upsert, retrieve, search, and delete organizations using the following modules.

Creates a new organization.

For field descriptions, see the Agendor Organization API reference.

Updates an organization.

Connection

Establish a connection to your Agendor account.

Organization ID

Select or map the Organization ID whose details you want to update.

For field descriptions, see the Agendor Organization API reference.

Updates an organization or creates a new one if the organization does not exist.

Connection

Establish a connection to your Agendor account.

Name

Enter the Display name either to find (exact match) or create at most 150 characters long.

For field descriptions, see the Agendor Organization API reference.

Retrieves a specific organization.

Connection

Establish a connection to your Agendor account.

Organization ID

Select or map the Organization ID whose details you want to retrieve.

Searches for organizations or lists them all.

Connection

Establish a connection to your Agendor account.

Limit

Set the maximum number of organizations Make will return during one execution cycle. The default value is 10.

See Agendor Organization API reference for entering the field values to search the organizations that match the specified value.

Deletes an organization.

Connection

Establish a connection to your Agendor account.

Organization ID

Select or map the Organization ID you want to delete.

People

You can create, update, upsert, retrieve, search, and delete people using the following modules.

Creates a new person.

For field descriptions, see the Agendor People API reference.

Updates a person.

Connection

Establish a connection to your Agendor account.

Person ID

Select or map the Person ID whose details you want to update.

For field descriptions, see the Agendor People API reference.

Updates a person or creates a new one if the person does not exist.

Connection

Establish a connection to your Agendor account.

Person Name

Enter the Display name either to find (exact match) or create at most 150 characters long.

For field descriptions, see the Agendor People API reference.

Retrieves a specific person.

Connection

Establish a connection to your Agendor account.

Person ID

Select or map the Person ID whose details you want to retrieve.

Searches for persons or lists them all.

Connection

Establish a connection to your Agendor account.

Limit

Set the maximum number of persons Make will return during one execution cycle. The default value is 10.

See Agendor People API reference for entering the field values to search the persons that match the specified value.

Retrieves a list of persons for a selected organization.

Connection

Establish a connection to your Agendor account.

Organization ID

Select or map the Organization ID whose persons you want to list.

Limit

Set the maximum number of persons Make will return during one execution cycle. The default value is 10.

Deletes a person.

Connection

Establish a connection to your Agendor account.

Person ID

Select or map the Person ID you want to retrieve.

Products

You can create, list, and delete products using the following modules.

Creates a new product.

Connection

Establish a connection to your Agendor account.

Product Name

Enter the product name to create a product.

For field descriptions, see the Agendor Product API reference.

Retrieves a list of products.

Connection

Establish a connection to your Agendor account.

Limit

Set the maximum number of products Make will return during one execution cycle. The default value is 10.

For field descriptions, see the Agendor Product API reference.

Deletes a product.

Connection

Establish a connection to your Agendor account.

Product ID

Select or map the Product ID you want to delete.

Deals

You can create, update, retrieve, search, and lists deals for organization and persons using the following modules.

Creates a new deal for an organization.

For field descriptions, see the Agendor Deal API reference.

Creates a new deal for a person.

For field descriptions, see the Agendor Deal API reference.

Updates a deal.

Connection

Establish a connection to your Agendor account.

Deal ID

Select or map the Deal ID whose details you want to update.

For field descriptions, see the Agendor Deal API reference.

Updates a deal status.

Connection

Establish a connection to your Agendor account.

Deal ID

Select or map the Deal ID whose status you want to update.

For field descriptions, see the Agendor Deal API reference.

Updates a deal stage.

Connection

Establish a connection to your Agendor account.

Deal ID

Select or map the Deal ID whose stage you want to update.

Deal Stage Sequence Number

Select the deal stage sequence number. For example, follow-up.

Retrieves a specific deal.

Connection

Establish a connection to your Agendor account.

Deal ID

Select or map the Deal ID whose details you want to retrieve.

Retrieves a list of deals for a selected organization.

Connection

Establish a connection to your Agendor account.

Organization ID

Select or map the Organization ID whose deals you want to list.

Limit

Set the maximum number of deals of an organization Make will return during one execution cycle. The default value is 10.

Retrieves a list of deals for a selected person.

Connection

Establish a connection to your Agendor account.

Person ID

Select or map the Person ID whose details you want to list.

Limit

Set the maximum number of deals for a person Make will return during one execution cycle. The default value is 10.

Searches for deals or lists them all.

Connection

Establish a connection to your Agendor account.

Limit

Set the maximum number of deals Make will return during one execution cycle. The default value is 10.

See Agendor Deal API reference for entering the field values to search the deals that match the specified value.

Tasks

You can create and search tasks for a person, organization, and deal using the following modules.

Creates a new task for a person.

For field descriptions, see the Agendor Task API reference.

Creates a new task for an organization.

For field descriptions, see the Agendor Task API reference.

Creates a new task for a deal.

For field descriptions, see the Agendor Task API reference.

Searches for tasks for a selected person or lists them all.

Connection

Establish a connection to your Agendor account.

Limit

Set the maximum number of tasks for a person Make will return during one execution cycle. The default value is 10.

See Agendor Task API reference for entering the field values to search for the task that matches the specified value.

Searches for tasks for a selected organization or lists them all.

Connection

Establish a connection to your Agendor account.

Limit

Set the maximum number of tasks of an organization Make will return during one execution cycle. The default value is 10.

See Agendor Task API reference for entering the field values to search the tasks that match the specified value.

Searches for tasks for a selected deal or lists them all.

Connection

Establish a connection to your Agendor account.

Limit

Set the maximum number of tasks of a deal Make will return during one execution cycle. The default value is 10.

See Agendor Task API reference for entering the field values to search the task deal that matches the specified value.

Searches for tasks or lists them all.

Connection

Establish a connection to your Agendor account.

Limit

Set the maximum number of tasks Make will return during one execution cycle. The default value is 10.

See Agendor Task API reference for entering the field values to search for the task that matches the specified value.

Other

You can call APIs using the following module.

Performs an arbitrary authorized API call.

Note

For the list of available endpoints, refer to the Agendor API documentation.

Connection

Establish a connection to your Agendor account.

URL

Enter a path relative to https://api.agendor.com.br. For example, /v3/users.

Method

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of use - List Products

The following API call returns all products from your Agendor account.

URL: /v3/products

Method: GET

Agendor_3.png

The search matches can be found in the module's Output under Bundle > Body > data.

In our example 5 products were returned:

Agendor_4.png