
When this happens...
New File
New Folder

Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization
Create Deal for a Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
Lis Deal Statuses
List Deal Stages
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new file is added.
Trigger when new folder is added.
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.
Action is the task that follows automatically within your OneDrive integrations.
Creates a folder.
Upload a new file
Find a .txt or .md file
Search your OneDrive for folders by name. You can search your whole drive, look inside a specific parent folder, and include folders that others have shared with you.
Create a new task related to a deal
Create a new task related to an organization

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To start, connect both your OneDrive and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in OneDrive triggers actions in Agendor (or vice versa).
Absolutely. You can customize how OneDrive 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 OneDrive 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 OneDrive 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.
Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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