Agendor

CRM

MyDocSafe

Document Management

Integrations Agendor MyDocSafe

Create integrations between Agendor and MyDocSafe

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Create a Folder in Mydocsafe when New Task in Agendor

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Create a Portal in Mydocsafe when New Task in Agendor

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Create a Portal Group in Mydocsafe when New Task in Agendor

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Create a Folder in Mydocsafe when Deal Won in Agendor

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Create a Portal in Mydocsafe when Deal Won in Agendor

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Create a Portal Group in Mydocsafe when Deal Won in Agendor

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Create a Folder in Mydocsafe when Update Deal in Agendor

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Create a Portal in Mydocsafe when Update Deal in Agendor

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Create a Portal Group in Mydocsafe when Update Deal in Agendor

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Create a Folder in Mydocsafe when Update Organization in Agendor

Actions and Triggers

Triggers

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.

Actions

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

Know More About
Viasocket Integrations

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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.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Agendor

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

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About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

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