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Agendor is a comprehensive customer relationship management (CRM) platform designed for Brazilian businesses. It provides tools for lead management, deal tracking, contact management, and sales pipeline management with a focus on the Brazilian market and compliance with local regulations.

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Configuring Agendor as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Agendor option from the list of connectors. Click Next and you’ll be prompted to add your access.

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1. Add account access

You’ll need your Agendor API Token for this connection. You can find it in your Agendor account settings under Menu > Integrações. Once you have it, add the account access and the connector configuration. The following configurations are available:
  • Auth token: The token to authenticate against the API service.
  • Start Date: The earliest date from which records will be synced. This should be in DD-MM-YYYY format. Records created or updated after this date will be extracted from the source.
Once you’re done, click Next.

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2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Streams and Fields

Below you’ll find all available data streams from Agendor and their corresponding fields:
Stream for managing team members and user accounts in Agendor.Key Fields:
  • id - Unique identifier for the user
  • name - Full name of the user
  • accountId - Account ID
  • createdAt - When the user was created
  • isBlocked - Whether the user is blocked
Account Information:
  • account - Account details including features and capabilities
  • account.features - Available account features (elasticsearch, new_funnel, etc.)
Contact Information:
  • contact - Contact details including:
    • email - Email address
    • work - Work phone number
    • mobile - Mobile phone number
    • fax - Fax number
    • ramal - Extension number
    • radio - Radio contact
    • whatsapp - WhatsApp number
    • facebook - Facebook profile
    • twitter - Twitter profile
    • linkedIn - LinkedIn profile
    • skype - Skype contact
    • instagram - Instagram profile
Team Management:
  • teams - Array of teams the user belongs to, including team ID and leadership status
Core stream for deal management and sales pipeline tracking.Key Fields:
  • id - Unique identifier for the deal
  • title - Title of the deal
  • description - Deal description
  • value - Monetary value of the deal
  • ranking - Deal ranking (1-5)
  • startTime - Deal start time
  • endTime - Deal end time
  • wonAt - When the deal was won
  • lostAt - When the deal was lost
  • createdAt - When the deal was created
  • updatedAt - When the deal was last updated
Related Entities:
  • organization - Related organization details
  • person - Related person/contact details
  • author - User who created the deal
  • owner - User who owns the deal
  • dealStage - Current stage in the sales funnel
  • dealStatus - Current status of the deal
  • lossReason - Reason for deal loss (if applicable)
Deal Structure:
  • parentDealId - Parent deal ID for deal hierarchies
  • accountId - Account ID
  • products - Array of products associated with the deal
  • allowedUsers - Users with access to this deal
Custom Fields:
  • customFields - Custom field values specific to your organization
Stream for managing company and organization records.Key Fields:
  • id - Unique identifier for the organization
  • name - Organization name
  • legalName - Legal name of the organization
  • email - Organization email address
  • cnpj - Brazilian tax identification number
  • description - Organization description
  • ranking - Organization ranking
  • website - Organization website
  • createdAt - When the organization was created
  • updatedAt - When the organization was last updated
Visual Assets:
  • logo - Logo URLs in different sizes (full, thumb, thumb_large)
Contact Information:
  • contact - Complete contact details including phone numbers, social media, and messaging platforms
Address Information:
  • address - Complete address including:
    • country - Country
    • state - State/Province
    • city - City
    • district - District/Neighborhood
    • streetName - Street name
    • streetNumber - Street number
    • postalCode - Postal/ZIP code
    • additionalInfo - Additional address information
Classification:
  • category - Organization category
  • leadOrigin - Lead origin source
  • sector - Business sector
Related Data:
  • products - Products associated with the organization
  • people - People/contacts associated with the organization
  • author - User who created the organization
  • ownerUser - User who owns the organization
  • allowedUsers - Users with access to this organization
Custom Fields:
  • customFields - Custom field values specific to your organization
Stream for managing contact information and person records.Key Fields:
  • id - Unique identifier for the person
  • name - Full name of the person
  • email - Email address
  • cpf - Brazilian individual tax identification number
  • role - Person’s role
  • ranking - Person ranking
  • description - Person description
  • birthday - Birthday
  • avatar - Avatar URL
  • createdAt - When the person was created
  • updatedAt - When the person was last updated
Related Organization:
  • organization - Organization this person belongs to
Contact Information:
  • contact - Complete contact details including phone numbers, social media, and messaging platforms
Address Information:
  • address - Complete address including country, state, city, district, street details, and postal code
Classification:
  • category - Person category
  • leadOrigin - Lead origin source
Related Data:
  • products - Products associated with the person
  • author - User who created the person
  • ownerUser - User who owns the person
  • allowedUsers - Users with access to this person
Custom Fields:
  • customFields - Custom field values specific to your organization
Stream for managing activities, tasks, and appointments.Key Fields:
  • id - Unique identifier for the task
  • text - Task description
  • type - Task type
  • dueDate - Task due date
  • finishedAt - When the task was completed
  • createdAt - When the task was created
  • updatedAt - When the task was last updated
Assignment:
  • user - User assigned to the task
  • assignedUsers - Array of users assigned to the task
  • finishedBy - User who completed the task
Related Entities:
  • organization - Related organization
  • person - Related person/contact
  • deal - Related deal
Metrics:
  • metrics - Array of task metrics including metric ID, name, and value
Stream for managing sales funnels and their configuration.Key Fields:
  • id - Unique identifier for the funnel
  • name - Funnel name
  • initials - Funnel initials
  • color - Funnel color
  • sequence - Funnel sequence order
  • default - Whether this is the default funnel
Deal Stages:
  • dealStages - Array of deal stages in this funnel, including:
    • id - Stage ID
    • name - Stage name
    • sequence - Stage sequence within the funnel
Stream for managing categories used to classify organizations and people.Key Fields:
  • id - Unique identifier for the category
  • name - Category name
Stream for managing business sectors used to classify organizations.Key Fields:
  • id - Unique identifier for the sector
  • name - Sector name
Stream for managing products and services offered.Key Fields:
  • id - Unique identifier for the product
  • name - Product name
  • code - Product code
  • price - Product price
  • active - Whether the product is active
  • createdAt - When the product was created
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