
When this happens...
Work Item Is Created

Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization or Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
List All Deal
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Triggers when new activity created.
Check whether the deal status has been updated to **Won**.
Triggers when deal is updated.
Check if an organization has been updated.
Triggers when person is updated.
Action is the task that follows automatically within your 50 agents integrations.
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Creates a work item to schedule and manage meetings on chat.walkover.in.
Receive data from trigger
Create a new task related to a deal
Create a new task related to an organization
Create a new task related to a person.

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To start, connect both your 50 agents and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in Agendor (or vice versa).
Absolutely. You can customize how 50 agents data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between 50 agents and Agendor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between 50 agents and Agendor. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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