
When this happens...
Contact Is Created
Contact Deleted
When a contact is updated
When a new tag is added
When a tag is deleted
Tag Updated
When a business card is transcribed

Automatically do this!
Create Task for Deal
Create Task for Organization
Create Task for Person
Update a Deal
Get Deal Details
Create Deal for an Organization or Person
Create Or Update Person
Get Deals for a Person
Get People
Delete Person
Delete Organization
List all People
List All Organizations
Create or Update Organization
List All Users
List Product Categories
List Sectors
List All Products
List All Metrics
List Loss Reasons
List Lead Origins
List All Deals
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when contact is created
Triggers when a contact is deleted from your Contacts+ account.
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
Runs the workflow automatically whenever a tag is deleted from your account.
Triggers when a tag is updated.
Action is the task that follows automatically within your Contacts+ integrations.
Remove tags from a contact
Attach a note to a contact
Create a new contact
Fetches the authenticated user’s account information .
Gets a list of teams that the user is a member of.
Create a tag to label contacts
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To start, connect both your Contacts+ and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Contacts+ triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Contacts+ 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 Contacts+ 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 Contacts+ 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.
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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