Connect Scale and Agendor
Integrate Scale with Agendor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Scale + Agendor flows
Start from a real workflow other teams are already running.
Choose a trigger
Scale
When this happens...
- Request a new Trigger for Scale
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
Get Tasks from Scale when New Activity in Agendor
Use this flowCreate Batch in Scale when New Activity in Agendor
Use this flowPause Batch in Scale when New Activity in Agendor
Use this flowResume Batch in Scale when New Activity in Agendor
Use this flowFinalize a batch in Scale when New Activity in Agendor
Use this flowCancel Batch in Scale when New Activity in Agendor
Use this flowGet Tasks from Scale when Deal Won in Agendor
Use this flowCreate Batch in Scale when Deal Won in Agendor
Use this flowPause Batch in Scale when Deal Won in Agendor
Use this flowResume Batch in Scale when Deal Won in Agendor
Use this flowSupported Triggers & Actions
Everything you can automate between Scale 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 Scale integrations.
Get Tasks
Retrieve all the tasks for given project.
Create Batch
Create a new batch in a project to group related tasks for processing.
Pause Batch
Pause processing of an in-progress Batch. Only unstarted tasks will be paused.
Resume Batch
Resume processing of a paused Batch. Previously paused tasks will be resumed.
Finalize a batch
Mark a Scale batch as complete so no new tasks can be added.
Cancel Batch
Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.
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 Scale
Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.
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 Scale 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 Scale 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 Scale triggers actions in Agendor, and a separate workflow where Agendor triggers actions in Scale. 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 Scale and Agendor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Scale 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.
