
When this happens...
New or Updated Skyvern Workflow

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
List All Deal
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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.
Triggers when person is updated.
Action is the task that follows automatically within your Skyvern integrations.
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.
Fetch the full details of a specific task by its Task ID.
Creates a new browser session and optionally sets timeout, proxy location, browser type, and extensions.
Creates a new folder in Skyvern to organize your files and projects.
Create a new task related to a deal

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To start, connect both your Skyvern and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Skyvern triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Skyvern 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 Skyvern 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 Skyvern 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.
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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