viaSocket

Connect Agendor and Docparser to Build Intelligent Automations

Choose a Trigger

Agendor

When this happens...

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Docparser

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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 Docparser?

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

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

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

How often does the data sync between Agendor and Docparser?

The data sync between Agendor and Docparser 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 Docparser?

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 Docparser?

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

About Docparser

Docparser is a cloud-based document data extraction tool which automates the process of converting PDFs, Microsoft Office documents, and other formatted files into structured data. Docparser can be used to automate various business processes by capturing data fields from your documents and feeding the parsed data into other software applications.

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