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IntegrationsAgendorPreview (Mac)
Agendor + Preview (Mac)

Connect Agendor and Preview (Mac) to Build Intelligent Automations

Choose a Trigger

Agendor

When this happens...

Choose an Action

Preview (Mac)

Automatically do this!

Enable Integrations or automations with these events of Agendor and Preview (Mac)

Enable Integrations or automations with these events of Agendor and Preview (Mac)

Triggers

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.

Actions

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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trigger
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Instagram for Business
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Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
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      Workflow step icon
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    • Is guide comment
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      ReplytoComment Guide
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      ReplytoCommentMultiKeyword
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Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
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Workflow step icon
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Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
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    • Notify team
      Workflow step icon
      SendMail
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    • has react
      Workflow step icon
      SendDMMessage React
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Frequently Asked Questions

How do I start an integration between Agendor and Preview (Mac)?

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

Can we customize how data from Agendor is recorded in Preview (Mac)?

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

How often does the data sync between Agendor and Preview (Mac)?

The data sync between Agendor and Preview (Mac) 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 Preview (Mac)?

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 Preview (Mac)?

Yes, you can set conditional logic to control the flow of data between Agendor and Preview (Mac). 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.

CRM
Learn More
Preview (Mac)

About Preview (Mac)

Preview is a versatile application for macOS users, designed to view and edit PDF files and images. It offers a range of features including annotation, document merging, and image editing, making it an essential tool for productivity and document management on Mac devices.

DocumentsProductivity
Learn More

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