
When this happens...
New Workspace

Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization
Create Deal for a Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
Lis Deal Statuses
List Deal Stages
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new workspace is created.
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.
Action is the task that follows automatically within your Botpress integrations.
Creates a Workspace.
Update an existing workspace.
Delete an Existing Workspace.
Update an Existing Account.
Create a new task related to a deal
Create a new task related to an organization

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To start, connect both your Botpress and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Botpress triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Botpress data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between Botpress and Agendor 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 Botpress and Agendor. 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.
Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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