
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer

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.
Triggered when a appointment is booked in Trafft.
Triggered when an appointment is canceled in Trafft.
Triggered when an existing appointment is rescheduled in Trafft.
Triggered when an existing appointment status is changed in Trafft.
Triggers when a customer is created in Trafft.
Triggers when new activity created.
Action is the task that follows automatically within your Trafft integrations.
Creates a new bookings in Trafft.
Retrieves a list of all services.
Create's a new customer.
Create a new task related to a deal
Create a new task related to an organization
Create a new task related to a person.

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To start, connect both your Trafft and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Trafft triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Trafft 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 Trafft 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 Trafft 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.
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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