Connect webCRM and Agendor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Delivery
New Document
New Opportunity
New Organization
New Person
New Product
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Updated
Product Updated
Support Case Updated
Choose an Action
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
Lis Deal Statuses
List Deal Stages
Update Product
Create Product
Delete Product
Ready to use webCRM and Agendor automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person
Triggers when a new person is created .
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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Frequently Asked Questions
To start, connect both your webCRM and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in Agendor (or vice versa).
Absolutely. You can customize how webCRM 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 webCRM 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 webCRM 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.
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
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