Connect Needle and Agendor
Integrate Needle with Agendor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Collection in Needle when New Activity in Agendor
List All Collections from Needle when New Activity in Agendor
List Collection Files from Needle when New Activity in Agendor
Add Files to Collection in Needle when New Activity in Agendor
Search Collection Content in Needle when New Activity in Agendor
Popular Needle + Agendor flows
Start from a real workflow other teams are already running.
Choose a trigger
Needle
When this happens...
- Request a new Trigger for Needle
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 New Collection in Needle when New Activity in Agendor
Use this flowList All Collections from Needle when New Activity in Agendor
Use this flowList Collection Files from Needle when New Activity in Agendor
Use this flowAdd Files to Collection in Needle when New Activity in Agendor
Use this flowSearch Collection Content in Needle when New Activity in Agendor
Use this flowDelete Files From Collection in Needle when New Activity in Agendor
Use this flowCreate New Collection in Needle when Deal Won in Agendor
Use this flowList All Collections from Needle when Deal Won in Agendor
Use this flowList Collection Files from Needle when Deal Won in Agendor
Use this flowAdd Files to Collection in Needle when Deal Won in Agendor
Use this flowSupported Triggers & Actions
Everything you can automate between Needle and Agendor.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Deal
Triggers when new deal is created.
Do thisActions
Action is the task that follows automatically within your Needle integrations.
Create New Collection
Create a new collection
List All Collections
List all your collections
List Collection Files
List all files in a collection
Add Files to Collection
Add files to a collection
Search Collection Content
Find items by text & filters
Delete Files From Collection
Delete files from a collection
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 Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
Learn more
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 Needle 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 Needle 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 Needle triggers actions in Agendor, and a separate workflow where Agendor triggers actions in Needle. 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 Needle and Agendor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Needle 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.
