Create integrations between Agendor and Way We Do
Add a New User to Way We Do when New Task in Agendor
Complete a Checklist Step in Way We Do when New Task in Agendor
Add a Checklist Comment to Way We Do when New Task in Agendor
Start Checklist Instance in Way We Do when New Task in Agendor
Find a Checklist by Title in Way-we-do when New Task in Agendor
Find a Checklist Instance by ID in Way We Do when New Task in Agendor
Find a Checklist Instance by Title in Way We Do when New Task in Agendor
Find a Checklist Step by ID in Way-we-do when New Task in Agendor
Find a Procedure by Title in Way-we-do when New Task in Agendor
Find a Procedure or Checklist by ID in Way We Do when New Task in Agendor
Actions and Triggers
When this happensTriggers
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.
Do thisActions
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
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Frequently Asked Questions
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn More
About Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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