When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
New Unsubscribe
Tag Removed From Subscriber

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a subscription occurs to a specific form
Triggers when a new purchase is added to your account.
Triggers when a specific tag is added to a subscriber
Triggers when a subscriber unsubscribes from your email.
Triggers when a specific tag is removed from a subscriber
Triggers when new activity created.
Action is the task that follows automatically within your ConvertKit or Kit integrations.
Find a existing Subscriber via email.
Subscribe someone to a specific form.
Add a subscriber to a specific sequence.
Remove a specific tag from a subscriber.
Adds a purchase to a subscriber an existing purchase.
Add tag to a specific subscriber.

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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 ConvertKit or Kit and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in ConvertKit or Kit triggers actions in Agendor (or vice versa).
Absolutely. You can customize how ConvertKit or Kit 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 ConvertKit or Kit 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 ConvertKit or Kit 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.
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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