Connect Saleshandy and AgentX to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Saleshandy
Choose an Action
Automatically do this!
Create Conversation With Agent
Start Chat And Send Message
Send Message to Conversation
List All Agents
List All Conversations
List All Workforces
Create Conversation With AI Workforce
Ready to use Saleshandy and AgentX automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversation
Triggers when New Conversation Started With an Agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
New Agent
Triggers when a new agent is created.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
Do thisActions
Action is the task that follows automatically within your Saleshandy integrations.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Update Prospect Status
Change a prospect's status.
Create Conversation With Agent
Start a new chat with an agent
Start Chat And Send Message
Start chat and send message
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Frequently Asked Questions
To start, connect both your Saleshandy and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Saleshandy triggers actions in AgentX (or vice versa).
Absolutely. You can customize how Saleshandy 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.
The data sync between Saleshandy and AgentX 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 Saleshandy 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.
About Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn MoreAbout AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn More
