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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new list is created.
Triggers when new item in the list is created.
Trigger when existing item in the list is updated.
Start a workflow for each new conversation received by the selected AgentX agent.
Retrieves messages from the selected conversation posted in the last few minutes.
Returns agents created within the selected time window, newest first.
Action is the task that follows automatically within your Microsoft Sharepoint integrations.
Create a new list
Creates a new List Item.
Update an existing list item.
Delete an existing list item.
Find an existing list item on user given value.
Create a new chat with the selected agent so you can send messages and get responses.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Microsoft Sharepoint and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Sharepoint triggers actions in AgentX (or vice versa).
Absolutely. You can customize how Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint 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.
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn MoreAgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
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