Automate anything with sangam-crm & agendor Integrations!

When this happens

Triggers

sangam-crm
New Lead

Trigger when new lead is created

sangam-crm
New Contact

Trigger when new contact is created

sangam-crm
New Opportunity

Triggerv when new opportunity is created

sangam-crm
New Ticket

Trigger when new tickey=t is created

sangam-crm
New Account

Trigger when new account is created

sangam-crm
New Task

Trigger when new task is created

sangam-crm
New Campaign

Trigger when new campaign is created

sangam-crm
New Quotation

Trigger when new quotation is created

sangam-crm
New Call

Trigger when new call is created

sangam-crm
New Contract

Trigger when new contract is created

sangam-crm
New Product

Trigger when new product is created

sangam-crm
New Holiday

Trigger when new holiday is created

sangam-crm
New Reports

Trigger when new reports is created

sangam-crm
New Attachment

Trigger when new attchment is created

sangam-crm
New Template

Trigger when new template is created

agendor
New Task

Check if a new task in created.

agendor
Deal Won

Check whether the deal status has been updated to **Won**.

agendor
Update Deal

Check if a deal has been updated.

agendor
Update Organization

Check if an organization has been updated.

agendor
Update Person

Check if a person has been updated.

agendor
New Deal

Check if a new deal has been created.

agendor
New Person

Check if a new person has been created.

agendor
New Organization

Check if a new organization has been created.

Do this

Actions

sangam-crm
Create a lead

Creates a new lead in Sangam CRM.

sangam-crm
Create an opportunity

Adds a new opportunity Sangam CRM.

sangam-crm
Fetch all available fields in a specific module

Fetch all fields available in specific module

sangam-crm
Create a Contact

Creates a new contact in Sangam CRM.

sangam-crm
Create a Ticket

Creates a new ticket in sangam CRM.

sangam-crm
Create a Company

Creates a new comppany in sangam CRM.

sangam-crm
Create a Campaign

Creates a new campaign in sangam CRM

sangam-crm
Update a lead

Update lead using name, email or mobile number or provide email id

agendor
List all existing Deals

Get details of all existing users.

agendor
List all Tasks

Get details of all tasks.

agendor
Create Task for a Deal

Create a new task related to a deal

agendor
Create Task for an Organization

Create a new task related to an organization

agendor
Create Task for a Person

Create a new task related to a person.

agendor
Update a Deal

Update a deal by its id

agendor
Get an Organization details

Get details of an organization by its id

agendor
Get a Deal

Get details of a deal by its id

agendor
Create Deal for an Organization

Create a new deal for an organization by org id.

agendor
Get all Deals of an Organization

Get all deals related to an organization.

agendor
Create Deal for a Person

Create a deal for a particular person.

agendor
List all States

Get a list of all states.

agendor
List all Origins

Get a list of all Origins.

agendor
List all Categories

Get a list of all categories.

agendor
Create or Update a Person

Create or update a person by its email.

agendor
Get Deals for a Person

Get all deals related to a particular person.

agendor
Get a Person

Get a person by its id.

agendor
Delete a Person

Delete a person by its id.

agendor
Delete an Organization

Delete an organization by its id.

agendor
List all People

Get a list of all people.

agendor
List all Organizations

Get a list of all organizations.

agendor
Create or Update an Organization

Create/update organization with name or CNPJ No.

agendor
List all Users

Get details of all users.

Frequently Asked Questions

How do you map data in viaSocket workflows?

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 More
How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

Learn More
Is it possible to customize automated workflows according to my business needs?

Yes, 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 More
What happens if one of the connected apps changes its API or functionality?

viaSocket 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.

Agendor
About Agendor

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

Sangam CRM
About Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

Integrations run at

viasocket