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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new activity created.
Check whether the deal status has been updated to **Won**.
Triggers when deal is updated.
Check if an organization has been updated.
Triggers when person is updated.
Triggers when new deal is created.
Action is the task that follows automatically within your Agendor integrations.
Create a new task related to a deal
Create a new task related to an organization
Create a new task related to a person.
Update a deal by its id
Get details of a deal by its id
Create a new deal for an organization by org id.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Agendor and WhatsApp Business Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Agendor triggers actions in WhatsApp Business Cloud (or vice versa).
Absolutely. You can customize how Agendor data is recorded in WhatsApp Business Cloud. This includes choosing which data fields go into which fields of WhatsApp Business Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Agendor and WhatsApp Business Cloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agendor and WhatsApp Business Cloud. 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.
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn MoreWhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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