Connect Agendor and Privy to Build Intelligent Automations

Choose a Trigger

Agendor

When this happens...

Choose an Action

Privy

Automatically do this!

Enable Integrations or automations with these events of Agendor and Privy

Enable Integrations or automations with these events of Agendor and Privy

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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Frequently Asked Questions

How do I start an integration between Agendor and Privy?

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

Can we customize how data from Agendor is recorded in Privy?

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

How often does the data sync between Agendor and Privy?

The data sync between Agendor and Privy 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 Privy?

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 Privy?

Yes, you can set conditional logic to control the flow of data between Agendor and Privy. 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.

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Privy

About Privy

Privy is a comprehensive marketing platform designed to help businesses grow their online presence through effective email marketing, pop-ups, and other conversion tools. It enables businesses to capture leads, engage with customers, and drive sales through personalized marketing campaigns.

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