Connect LionDesk and AgentX to Build Intelligent Automations

Choose a Trigger

LionDesk

When this happens...

Choose an Action

AgentX

Automatically do this!

Ready to use LionDesk and AgentX automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

Request a new Trigger for LionDesk

Do thisActions

Action is the task that follows automatically within your LionDesk integrations.

Create Contact

Create Contact

Creates a new contact in Liondesk.

Start Campaign

Start Campaign

Start an existing campaign for a contact.

Update Hotness

Update Hotness

Update the hotness of a contact.

Find a Contact

Find a Contact

Search for a contact in your LionDesk account.

List Campaigns

List Campaigns

Get a list of all campaigns.

List Contacts

List Contacts

Get a list of all contacts.

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Frequently Asked Questions

How do I start an integration between LionDesk and AgentX?

To start, connect both your LionDesk and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in AgentX (or vice versa).

Can we customize how data from LionDesk is recorded in AgentX?

Absolutely. You can customize how LionDesk data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.

How often does the data sync between LionDesk and AgentX?

The data sync between LionDesk and AgentX typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from LionDesk to AgentX?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between LionDesk and AgentX?

Yes, you can set conditional logic to control the flow of data between LionDesk and AgentX. 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.

LionDesk

About LionDesk

LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.

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AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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