Create integrations between Agendor and MyDocSafe
Create a Folder in Mydocsafe when New Task in Agendor
Create a Portal in Mydocsafe when New Task in Agendor
Create a Portal Group in Mydocsafe when New Task in Agendor
Create a Folder in Mydocsafe when Deal Won in Agendor
Create a Portal in Mydocsafe when Deal Won in Agendor
Create a Portal Group in Mydocsafe when Deal Won in Agendor
Create a Folder in Mydocsafe when Update Deal in Agendor
Create a Portal in Mydocsafe when Update Deal in Agendor
Create a Portal Group in Mydocsafe when Update Deal in Agendor
Create a Folder in Mydocsafe when Update Organization in Agendor
Automate anything with mydocsafe & agendor Integrations!
When this happens
Triggers
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
New Task
Check if a new task in created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Check if a deal has been updated.
Update Organization
Check if an organization has been updated.
Update Person
Check if a person has been updated.
New Deal
Check if a new deal has been created.
New Person
Check if a new person has been created.
New Organization
Check if a new organization has been created.
Do this
Actions
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
List all existing Deals
Get details of all existing users.
List all Tasks
Get details of all tasks.
Create Task for a Deal
Create a new task related to a deal
Create Task for an Organization
Create a new task related to an organization
Create Task for a Person
Create a new task related to a person.
Update a Deal
Update a deal by its id
Get an Organization details
Get details of an organization by its id
Get a Deal
Get details of a deal by its id
Create Deal for an Organization
Create a new deal for an organization by org id.
Get all Deals of an Organization
Get all deals related to an organization.
Create Deal for a Person
Create a deal for a particular person.
List all States
Get a list of all states.
List all Origins
Get a list of all Origins.
List all Categories
Get a list of all categories.
Create or Update a Person
Create or update a person by its email.
Get Deals for a Person
Get all deals related to a particular person.
Get a Person
Get a person by its id.
Delete a Person
Delete a person by its id.
Delete an Organization
Delete an organization by its id.
List all People
Get a list of all people.
List all Organizations
Get a list of all organizations.
Create or Update an Organization
Create/update organization with name or CNPJ No.
List all Users
Get details of all users.
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Integrations run at
