Enable Integrations or automations with these events of Agendor and agillic
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.
Triggers when new deal is created.
Create a new task related to a deal
Create a new task related to an organization
Create a new task related to a person.
Update a deal by its id
Get details of a deal by its id
Create a new deal for an organization by org id.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Agendor and agillic accounts to viaSocket. Once connected, you can set up a workflow where an event in Agendor triggers actions in agillic (or vice versa).
Absolutely. You can customize how Agendor data is recorded in agillic. This includes choosing which data fields go into which fields of agillic, setting up custom formats, and filtering out unwanted information.
The data sync between Agendor and agillic 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 Agendor and agillic. 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.
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn MoreAgillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.
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