
When this happens...
New Submission

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.
Triggers when a new form submission is received.
Triggers when new activity created.
Check whether the deal status has been updated to **Won**.
Triggers when deal is updated.
Check if an organization has been updated.
Triggers when person is updated.
Action is the task that follows automatically within your Moaform integrations.
Create a task for a deal
Create organization task
Add a task to a person.
Update a deal using its ID
Get details for a deal by ID
Create a new deal for an organization by org id.
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To start, connect both your Moaform and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Moaform triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Moaform 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 Moaform 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 Moaform 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.
Moaform is a versatile online platform designed for creating and managing forms and surveys. It offers intuitive tools for collecting data, gathering feedback, and conducting research efficiently.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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