Connect Jandi and Agendor
Integrate Jandi with Agendor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task for Deal in Agendor for the deal when New Messsage Begins in Jandi
Create Task for Organization in Agendor for the organization when New Messsage Begins in Jandi
Create Task for Person in Agendor when New Messsage Begins in Jandi
Update a Deal in Agendor when New Messsage Begins in Jandi
Get Deal Details from Agendor when New Messsage Begins in Jandi
Popular Jandi + Agendor flows
Start from a real workflow other teams are already running.
Choose a trigger
Jandi
When this happens...
New Messsage Begins
Choose an action
Agendor
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
Create Task for Deal in Agendor for the deal when New Messsage Begins in Jandi
Use this flowCreate Task for Organization in Agendor for the organization when New Messsage Begins in Jandi
Use this flowCreate Task for Person in Agendor when New Messsage Begins in Jandi
Use this flowUpdate a Deal in Agendor when New Messsage Begins in Jandi
Use this flowGet Deal Details from Agendor when New Messsage Begins in Jandi
Use this flowCreate Deal for an Organization or Person in Agendor when New Messsage Begins in Jandi
Use this flowCreate Or Update Person in Agendor when New Messsage Begins in Jandi
Use this flowGet Deals for a Person from Agendor when New Messsage Begins in Jandi
Use this flowGet People from Agendor when New Messsage Begins in Jandi
Use this flowDelete Person in Agendor when New Messsage Begins in Jandi
Use this flowSupported Triggers & Actions
Everything you can automate between Jandi and Agendor.
When this happensTriggers
A trigger is an event that starts a workflow.
New Messsage Begins
Triggers when a new message begins with trigger word in Jandi.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
Do thisActions
Action is the task that follows automatically within your Jandi integrations.
Send Jandi Webhook Message
Send message to Jandi webhook
Create Task for Deal
Create a task for a deal
Create Task for Organization
Create organization task
Create Task for Person
Add a task to a person.
Update a Deal
Update a deal using its ID
Get Deal Details
Get details for a deal by ID
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Jandi
Jandi is a powerful team collaboration platform designed to enhance communication and productivity within organizations. It offers features like group messaging, file sharing, and task management, making it an ideal solution for teams looking to streamline their workflows and improve collaboration.
Learn moreSimilar apps
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Jandi and Agendor accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Jandi and Agendor as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Agendor. No coding required.
Yes. You can set up a workflow where Jandi triggers actions in Agendor, and a separate workflow where Agendor triggers actions in Jandi. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Jandi and Agendor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Jandi and Agendor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
