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Agendor

CRM (Customer Relationship Management)

Slack

Way We Do

Productivity, App Builder

Create integrations between Agendor and Way We Do

Actions and Triggers

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.

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.

Way We Do

New Comment

Triggers when a new comment is added to a checklist.

Way We Do

Checklist Started

Triggers when a checklist instance is started.

Way We Do

Checklist Step Completed

Triggers when a checklist instance step is completed.

Way We Do

Procedure Accepted

Triggers when a procedure has been accepted.

Way We Do

Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

Way We Do

Checklist Finished

Triggers when a checklist instance is finished.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
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Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
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How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About Agendor

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

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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.

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