Connect Agendor and DataScope to Build Intelligent Automations

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Agendor

When this happens...

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DataScope

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when new activity created.

Deal Won

Deal Won

Check whether the deal status has been updated to **Won**.

Update Deal

Update Deal

Triggers when deal is updated.

Update Organization

Update Organization

Check if an organization has been updated.

Update Person

Update Person

Triggers when person is updated.

New Deal

New Deal

Triggers when new deal is created.

Do thisActions

Action is the task that follows automatically within your Agendor integrations.

Create Task for a Deal

Create Task for a Deal

Create a new task related to a deal

Create Task for an Organization

Create Task for an Organization

Create a new task related to an organization

Create Task for a Person

Create Task for a Person

Create a new task related to a person.

Update a Deal

Update a Deal

Update a deal by its id

Get a Deal

Get a Deal

Get details of a deal by its id

Create Deal for an Organization

Create Deal for an Organization

Create a new deal for an organization by org id.

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Frequently Asked Questions

How do I start an integration between Agendor and DataScope?

To start, connect both your Agendor and DataScope accounts to viaSocket. Once connected, you can set up a workflow where an event in Agendor triggers actions in DataScope (or vice versa).

Can we customize how data from Agendor is recorded in DataScope?

Absolutely. You can customize how Agendor data is recorded in DataScope. This includes choosing which data fields go into which fields of DataScope, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Agendor and DataScope?

The data sync between Agendor and DataScope typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agendor to DataScope?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agendor and DataScope?

Yes, you can set conditional logic to control the flow of data between Agendor and DataScope. 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.

Agendor

About Agendor

Customer relationship management platform where user can manage organizations, people, task and deals.

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DataScope

About DataScope

DataScope is a comprehensive data management platform designed to streamline data collection, analysis, and reporting processes. It offers robust tools for businesses to efficiently handle their data needs, ensuring accuracy and compliance.

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