Create integrations between IdeaPlan and Agendor

Enable Integrations or automations with these events of IdeaPlan and Agendor

Triggers

IdeaPlan

New Task

Check if a new task in created.

IdeaPlan

Deal Won

Check whether the deal status has been updated to **Won**.

IdeaPlan

Update Deal

Check if a deal has been updated.

IdeaPlan

Update Organization

Check if an organization has been updated.

IdeaPlan

Update Person

Check if a person has been updated.

IdeaPlan

New Deal

Check if a new deal has been created.

Actions

IdeaPlan

List all existing Deals

Get details of all existing users.

IdeaPlan

List all Tasks

Get details of all tasks.

IdeaPlan

Create Task for a Deal

Create a new task related to a deal

IdeaPlan

Create Task for an Organization

Create a new task related to an organization

IdeaPlan

Create Task for a Person

Create a new task related to a person.

IdeaPlan

Update a Deal

Update a deal by its id

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Slack

About IdeaPlan

IdeaPlan is a comprehensive platform designed to help you capture, organize, and prioritize ideas and feedback from your team and customers. Streamline your product development process and ensure that the best ideas are implemented efficiently.

Learn More
Slack

About Agendor

Customer relationship management platform where user can manage organizations, people, task and deals.

Learn More