
When this happens...

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
Enable Integrations or automations with these events of whaller and Agendor
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.
Triggers when new deal is created.
Create a new task related to a deal
Create a new task related to an organization
Create a new task related to a person.
Update a deal by its id
Get details of a deal by its id
Create a new deal for an organization by org id.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 whaller and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in whaller triggers actions in Agendor (or vice versa).
Absolutely. You can customize how whaller 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 whaller 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 whaller 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.
Whaller allows anyone to create their own private social networks. Very usefull for families, companies, schools and any other organizations.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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