Connect Agendor and Connecteam
Integrate Agendor with Connecteam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Agendor + Connecteam flows
Start from a real workflow other teams are already running.
Choose a trigger
Agendor
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
Connecteam
Automatically do this!
Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
Get publishers
Get conversations
Get jobs
Get time clocks
Get policy types
Get forms
List all People in Agendor when User Restored Archived in Connecteam
Use this flowGet indicators in Connecteam when Deal Deleted in Agendor
Use this flowCreate user note in Connecteam when New Activity in Agendor
Use this flowArchive users in Connecteam when New Activity in Agendor
Use this flowClock IN in Connecteam when New Activity in Agendor
Use this flowClock Out in Connecteam when New Activity in Agendor
Use this flowGet conversations in Connecteam when New Activity in Agendor
Use this flowGet jobs in Connecteam when New Activity in Agendor
Use this flowGet policy types in Connecteam when New Activity in Agendor
Use this flowCreate User in Connecteam when Deal Won in Agendor
Use this flowSupported Triggers & Actions
Everything you can automate between Agendor and Connecteam.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Agendor integrations.
Create Task for Deal
Create a task for a deal
Create Task for Organization
Create organization task
Create Task for Person
Add a task to a person.
Update a Deal
Update a deal using its ID
Get Deal Details
Get details for a deal by ID
Create Deal for an Organization or Person
Create a new deal for an organization by org id.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn more
About Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agendor and Connecteam accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agendor and Connecteam as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Connecteam. No coding required.
Yes. You can set up a workflow where Agendor triggers actions in Connecteam, and a separate workflow where Connecteam triggers actions in Agendor. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agendor and Connecteam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agendor and Connecteam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
