Connect Axonaut to Funil de Vendas

Both apps 43Axonaut 30Funil de Vendas 13

• Trigger
  New Axonaut User

  Triggers when a new user is added to the Axonaut account.

• Trigger
  New Closed Ticket

  Triggers when a support ticket is closed in Axonaut, optionally only for one company.

• Trigger
  New Company

  Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name.

• Trigger
  New Contract

  Triggers when a new order (contract) is created in Axonaut.

• Trigger
  New Employee

  Triggered when a new employee (a contact at a company) is created in Axonaut.

• Trigger
  New Expense

  Triggered when a new expense is created in Axonaut.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Axonaut.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in Axonaut.

• Trigger
  New Product

  Triggered when a new product is created in Axonaut.

• Trigger
  New Project

  Triggers when a new project is created in Axonaut.

• Trigger
  New Quotation

  Triggered when a new quotation is created.

• Trigger
  New Task

  Triggers when a new task is created in Axonaut.

• Trigger
  New Ticket

  Triggered when a new ticket is created.

• Action
  Create Employee

  Creates an employee (contact person) on a company in Axonaut.

• Action
  Create Event

  Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity.

• Action
  Create Expense

  Creates an expense in Axonaut, optionally linked to a supplier, project or workforce.

• Action
  Create Invoice

  Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options.

• Action
  Create Opportunity

  Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts.

• Action
  Create Product

  Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details.

• Action
  Create Quotation

  Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms.

• Action
  Create Supplier

  Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields.

• Action
  Create Ticket

  Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member.

• Action
  Find Company

  Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code.

• Action
  Find Contract

  Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders.

• Action
  Find Expense

  Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status.

• Action
  Find Product

  Finds products in Axonaut by name, product code or internal reference.

• Action
  Find Quotation

  Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date.

• Action
  Find Supplier

  Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers.

• Action
  Search Company

  Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values.

• Action
  Search Employee

  Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value.

• Action
  Add Activity

  Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas.

• Action
  Add Product

  Creates a new product in the catalog. See "Api Criação de produtos" doc.

• Action
  Delete Activity

  Deletes an activity in Funil de Vendas by its code.

• Action
  List Activity types

  Lists the activity types (categories) configured in the Funil de Vendas account.

• Action
  List Funnels

  Lists the sales funnels (pipelines) in the Funil de Vendas account.

• Action
  List Loss reasons

  Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account.

• Action
  List Sales channels

  Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc.

• Action
  List Segments

  Lists the company segments configured in the Funil de Vendas account.

• Action
  List Stages

  Lists the stages (steps) of a sales funnel.

• Action
  List Users

  Lists the users (sales reps) of the Funil de Vendas CRM account.

• Action
  List Win reasons

  Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc.

• Action
  Transfer Opportunity

  Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage.

• Action
  Update Activity

  Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.