Integrations Agendor Smarty Accounting
Agendor + Smarty Accounting

Connect Agendor and Smarty Accounting to Build Intelligent Automations

Choose a Trigger

Agendor

When this happens...

Choose an Action

Smarty Accounting

Automatically do this!

Enable Integrations or automations with these events of Agendor and Smarty Accounting

Enable Integrations or automations with these events of Agendor and Smarty Accounting

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Agendor and Smarty Accounting?

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

Can we customize how data from Agendor is recorded in Smarty Accounting?

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

How often does the data sync between Agendor and Smarty Accounting?

The data sync between Agendor and Smarty Accounting 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 Smarty Accounting?

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 Smarty Accounting?

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

Learn More
Smarty Accounting

About Smarty Accounting

Smarty Accounting is a comprehensive accounting and invoicing software for SMEs. The platform can monitor your ban account and remind clients about overdue payments, minimising the amount of accounting work you do.

Learn More