Connect Agendor and Goals by KeepSolid 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 Goals by KeepSolid
Enable Integrations or automations with these events of Agendor and Goals by KeepSolid
Enable Integrations or automations with these events of Agendor and Goals by KeepSolid
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 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.
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Frequently Asked Questions
To start, connect both your Agendor and Goals by KeepSolid accounts to viaSocket. Once connected, you can set up a workflow where an event in Agendor triggers actions in Goals by KeepSolid (or vice versa).
Absolutely. You can customize how Agendor data is recorded in Goals by KeepSolid. This includes choosing which data fields go into which fields of Goals by KeepSolid, setting up custom formats, and filtering out unwanted information.
The data sync between Agendor and Goals by KeepSolid 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 Goals by KeepSolid. 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 Goals by KeepSolid
Goals by KeepSolid is a goal management platform, where you can set goals, plan strategy, involve your team, and achieve results together.
Learn More
