Connect Agendor and client diary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
Deal Won
Update Deal
Update Organization
Update Person
New Deal
New Person
New Organization
Deal Lost
Deal Stage Updated
Deal Deleted
Choose an Action
Automatically do this!
- Request a new Action for client diary
Enable Integrations or automations with these events of Agendor and client diary
Enable Integrations or automations with these events of Agendor and client diary
Triggers
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
New Deal
Triggers when new deal is created.
Actions
Create Task for a Deal
Create a new task related to a deal
Create Task for an Organization
Create a new task related to an organization
Create Task for a Person
Create a new task related to a person.
Update a Deal
Update a deal by its id
Get a Deal
Get details of a deal by its id
Create Deal for an Organization
Create a new deal for an organization by org id.
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Frequently Asked Questions
To start, connect both your Agendor and client diary accounts to viaSocket. Once connected, you can set up a workflow where an event in Agendor triggers actions in client diary (or vice versa).
Absolutely. You can customize how Agendor data is recorded in client diary. This includes choosing which data fields go into which fields of client diary, setting up custom formats, and filtering out unwanted information.
The data sync between Agendor and client diary 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 client diary. 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.
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn MoreAbout client diary
Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.
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