
When this happens...
Clients List
Clients Update
Get Task List
Get Orders
Get Updated Orders
New Invoice
List all Inquiry
List all updated Inquiry
Get Sales

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 or 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
List All Deal
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
The list of client you can use in the product.
The list of clients has been updated..
get task list
get the list of orders
get the list of updated orders
list the Invoice
Action is the task that follows automatically within your RemOnline integrations.
creates a new Asset
Changes order status.
Find or create a Asset
Creates a new lead.
Creates a new order.
Creates a new client.

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To start, connect both your RemOnline and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in RemOnline triggers actions in Agendor (or vice versa).
Absolutely. You can customize how RemOnline 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 RemOnline 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 RemOnline 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.
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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