Connect AgentX and Aero Workflow to Build Intelligent Automations
Choose a Trigger
When this happens...
New conversation arrives
Get recent messages
Get recent agents
Fetch recent agent messages
Choose an Action
Automatically do this!
Get all Contacts
Find Aero Type Names
Find All Task Aero
Find All Team Members
Create Task
Create Email Aero
Create Contact
Create Appointment
Create Company
Get all Companies
Get a Company
Ready to use AgentX and Aero Workflow automations
Explore more automations built by businesses and experts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New conversation arrives
Start a workflow for each new conversation received by the selected AgentX agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
Get recent agents
Returns agents created within the selected time window, newest first.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
Do thisActions
Action is the task that follows automatically within your AgentX integrations.
Start a conversation
Create a new chat with the selected agent so you can send messages and get responses.
Send message to agent
Start a conversation with the selected agent and send your initial message.
Send a message
Send a message from the chosen Agent into an existing conversation so the Agent can reply.
Get all Contacts
Gets a list of all Contact Names.
Find Aero Type Names
Gets a list of Aero Type Names.
Find All Task Aero
Gets a list of Task Aeros.
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Frequently Asked Questions
To start, connect both your AgentX and Aero Workflow accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Aero Workflow (or vice versa).
Absolutely. You can customize how AgentX data is recorded in Aero Workflow. This includes choosing which data fields go into which fields of Aero Workflow, setting up custom formats, and filtering out unwanted information.
The data sync between AgentX and Aero Workflow 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 AgentX and Aero Workflow. 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.
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout Aero Workflow
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
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