
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

Automatically do this!
Convert HTML to Image
Convert HTML to PDF
Convert URL to Image
Convert URL to PDF
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new activity created.
Check whether the deal status has been updated to **Won**.
Triggers when deal is updated.
Check if an organization has been updated.
Triggers when person is updated.
Triggers when new deal is created.
Action is the task that follows automatically within your Agendor integrations.
Create a new task related to a deal
Create a new task related to an organization
Create a new task related to a person.
Update a deal by its id
Get details of a deal by its id
Create a new deal for an organization by org id.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Agendor and HTML/CSS to Image accounts to viaSocket. Once connected, you can set up a workflow where an event in Agendor triggers actions in HTML/CSS to Image (or vice versa).
Absolutely. You can customize how Agendor data is recorded in HTML/CSS to Image. This includes choosing which data fields go into which fields of HTML/CSS to Image, setting up custom formats, and filtering out unwanted information.
The data sync between Agendor and HTML/CSS to Image 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 HTML/CSS to Image. 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.
Customer relationship management platform where user can manage organizations, people, task and deals.
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