viasocket
waybook

waybook

Agendor

Agendor

Enable Integrations or automations with these events of waybook and Agendor

Enable Integrations or automations with these events of waybook and Agendor

Triggers

waybook

New Task

Check if a new task in created.

waybook

Deal Won

Check whether the deal status has been updated to **Won**.

waybook

Update Deal

Check if a deal has been updated.

waybook

Update Organization

Check if an organization has been updated.

waybook

Update Person

Check if a person has been updated.

waybook

New Deal

Check if a new deal has been created.

Actions

waybook

Create Task for a Deal

Create a new task related to a deal

waybook

Create Task for an Organization

Create a new task related to an organization

waybook

Create Task for a Person

Create a new task related to a person.

waybook

Update a Deal

Update a deal by its id

waybook

Get a Deal

Get details of a deal by its id

waybook

Create Deal for an Organization

Create a new deal for an organization by org id.

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
waybook

About waybook

Build a playbook for your business. All your training, onboarding, process documentation and best practices in one place.

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Agendor

About Agendor

Customer relationship management platform where user can manage organizations, people, task and deals.

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