Agiled and Salesflare

Project Management agiled.app ↗

How to connect Agiled

Via Zapier — 208 operations available. Set it up ↗

What you can automate

When deal Stage Changed in Agiled, create opportunity in Salesflare.
When deal Status Changed in Agiled, create opportunity in Salesflare.
When new Account in Agiled, find or create account in Salesflare.
When new Appointment in Agiled, create meeting, then create call in Salesflare.
When new Contact in Agiled, find or create contact in Salesflare.
When new Deal in Agiled, create opportunity in Salesflare.

About Agiled

Agiled is an AI-powered business management platform for CRM, projects, invoices, contracts, scheduling, workflows, and client collaboration.

Agiled operations on Zapier

Triggers (80)

Start a workflow when this happens

Deal Stage Changed — Triggers when Agiled emits deal.stage_changed.
Deal Stage Changed — Triggers when Agiled emits deal.stage_changed.
Deal Status Changed — Triggers when Agiled emits deal.status_changed.
Deal Status Changed — Triggers when Agiled emits deal.status_changed.
Document Signed — Triggers when Agiled emits document.signed.

Show 75 more triggers

Document Signed — Triggers when Agiled emits document.signed.
Estimate Accepted — Triggers when Agiled emits estimate.accepted.
Estimate Accepted — Triggers when Agiled emits estimate.accepted.
Leave Approved — Triggers when Agiled emits leave.approved.
Leave Approved — Triggers when Agiled emits leave.approved.
Leave Cancelled — Triggers when Agiled emits leave.cancelled.
Leave Cancelled — Triggers when Agiled emits leave.cancelled.
Leave Rejected — Triggers when Agiled emits leave.rejected.
Leave Rejected — Triggers when Agiled emits leave.rejected.
Leave Requested — Triggers when Agiled emits leave.requested.
Leave Requested — Triggers when Agiled emits leave.requested.
New Account — Triggers when Agiled emits account.created.
New Account — Triggers when Agiled emits account.created.
New Appointment — Triggers when Agiled emits appointment.created.
New Appointment — Triggers when Agiled emits appointment.created.
New Contact — Triggers when Agiled emits contact.created.
New Contact — Triggers when Agiled emits contact.created.
New Deal — Triggers when Agiled emits deal.created.
New Deal — Triggers when Agiled emits deal.created.
New Employee — Triggers when Agiled emits employee.created.
New Employee — Triggers when Agiled emits employee.created.
New Estimate — Triggers when Agiled emits estimate.created.
New Estimate — Triggers when Agiled emits estimate.created.
New Expense — Triggers when Agiled emits expense.created.
New Expense — Triggers when Agiled emits expense.created.
New File — Triggers when Agiled emits file.created.
New File — Triggers when Agiled emits file.created.
New Form Submission — Triggers when Agiled emits form_submission.received.
New Form Submission — Triggers when Agiled emits form_submission.received.
New Invoice — Triggers when Agiled emits invoice.created.
New Invoice — Triggers when Agiled emits invoice.created.
New Project — Triggers when Agiled emits project.created.
New Project — Triggers when Agiled emits project.created.
New Task — Triggers when Agiled emits task.created.
New Task — Triggers when Agiled emits task.created.
New Ticket — Triggers when Agiled emits ticket.created.
New Ticket — Triggers when Agiled emits ticket.created.
New Time Entry — Triggers when Agiled emits time_entry.created.
New Time Entry — Triggers when Agiled emits time_entry.created.
Paid Invoice — Triggers when Agiled emits invoice.paid.
Paid Invoice — Triggers when Agiled emits invoice.paid.
Payment Received — Triggers when Agiled emits payment.completed.
Payment Received — Triggers when Agiled emits payment.completed.
Task Status Changed — Triggers when Agiled emits task.status_changed.
Task Status Changed — Triggers when Agiled emits task.status_changed.
Updated Account — Triggers when Agiled emits account.updated.
Updated Account — Triggers when Agiled emits account.updated.
Updated Appointment — Triggers when Agiled emits appointment.updated.
Updated Appointment — Triggers when Agiled emits appointment.updated.
Updated Contact — Triggers when Agiled emits contact.updated.
Updated Contact — Triggers when Agiled emits contact.updated.
Updated Deal — Triggers when Agiled emits deal.updated.
Updated Deal — Triggers when Agiled emits deal.updated.
Updated Document — Triggers when Agiled emits document.updated.
Updated Document — Triggers when Agiled emits document.updated.
Updated Employee — Triggers when Agiled emits employee.updated.
Updated Employee — Triggers when Agiled emits employee.updated.
Updated Estimate — Triggers when Agiled emits estimate.updated.
Updated Estimate — Triggers when Agiled emits estimate.updated.
Updated Expense — Triggers when Agiled emits expense.updated.
Updated Expense — Triggers when Agiled emits expense.updated.
Updated File — Triggers when Agiled emits file.updated.
Updated File — Triggers when Agiled emits file.updated.
Updated Invoice — Triggers when Agiled emits invoice.updated.
Updated Invoice — Triggers when Agiled emits invoice.updated.
Updated Payment — Triggers when Agiled emits payment.updated.
Updated Payment — Triggers when Agiled emits payment.updated.
Updated Project — Triggers when Agiled emits project.updated.
Updated Project — Triggers when Agiled emits project.updated.
Updated Task — Triggers when Agiled emits task.updated.
Updated Task — Triggers when Agiled emits task.updated.
Updated Ticket — Triggers when Agiled emits ticket.updated.
Updated Ticket — Triggers when Agiled emits ticket.updated.
Updated Time Entry — Triggers when Agiled emits time_entry.updated.
Updated Time Entry — Triggers when Agiled emits time_entry.updated.

Actions (86)

Things Salesflare can make it do

Book Appointment — Books an appointment through an Agiled booking page.
Book Appointment — Books an appointment through an Agiled booking page.
Cancel Appointment — Cancels an Agiled appointment.
Cancel Appointment — Cancels an Agiled appointment.
Create Account — Creates a account in Agiled.

Show 81 more actions

Create Account — Creates a account in Agiled.
Create Booking Page — Creates a booking page in Agiled.
Create Booking Page — Creates a booking page in Agiled.
Create Contact — Creates a contact in Agiled.
Create Contact — Creates a contact in Agiled.
Create Deal — Creates a deal in Agiled.
Create Deal — Creates a deal in Agiled.
Create Document — Creates a document in Agiled.
Create Document — Creates a document in Agiled.
Create Document Template — Creates a document template in Agiled.
Create Document Template — Creates a document template in Agiled.
Create Estimate — Creates a estimate in Agiled.
Create Estimate — Creates a estimate in Agiled.
Create Event Type — Creates a event type in Agiled.
Create Event Type — Creates a event type in Agiled.
Create Expense — Creates a expense in Agiled.
Create Expense — Creates a expense in Agiled.
Create File — Creates a file in Agiled.
Create File — Creates a file in Agiled.
Create Form — Creates a form in Agiled.
Create Form — Creates a form in Agiled.
Create Invoice — Creates a invoice in Agiled.
Create Invoice — Creates a invoice in Agiled.
Create Payment — Creates a payment in Agiled.
Create Payment — Creates a payment in Agiled.
Create Pipeline — Creates a pipeline in Agiled.
Create Pipeline — Creates a pipeline in Agiled.
Create Product — Creates a product in Agiled.
Create Product — Creates a product in Agiled.
Create Project — Creates a project in Agiled.
Create Project — Creates a project in Agiled.
Create Task — Creates a task in Agiled.
Create Task — Creates a task in Agiled.
Create Ticket — Creates a ticket in Agiled.
Create Ticket — Creates a ticket in Agiled.
Create Time Entry — Creates a time entry in Agiled.
Create Time Entry — Creates a time entry in Agiled.
Reschedule Appointment — Reschedules an Agiled appointment.
Reschedule Appointment — Reschedules an Agiled appointment.
Send Document — Sends an Agiled document email.
Send Document — Sends an Agiled document email.
Submit Form — Creates a submission for an Agiled form.
Submit Form — Creates a submission for an Agiled form.
Update Account — Updates a account in Agiled.
Update Account — Updates a account in Agiled.
Update Booking Page — Updates a booking page in Agiled.
Update Booking Page — Updates a booking page in Agiled.
Update Contact — Updates a contact in Agiled.
Update Contact — Updates a contact in Agiled.
Update Deal — Updates a deal in Agiled.
Update Deal — Updates a deal in Agiled.
Update Document — Updates a document in Agiled.
Update Document — Updates a document in Agiled.
Update Document Template — Updates a document template in Agiled.
Update Document Template — Updates a document template in Agiled.
Update Estimate — Updates a estimate in Agiled.
Update Estimate — Updates a estimate in Agiled.
Update Event Type — Updates a event type in Agiled.
Update Event Type — Updates a event type in Agiled.
Update Expense — Updates a expense in Agiled.
Update Expense — Updates a expense in Agiled.
Update File — Updates a file in Agiled.
Update File — Updates a file in Agiled.
Update Form — Updates a form in Agiled.
Update Form — Updates a form in Agiled.
Update Invoice — Updates a invoice in Agiled.
Update Invoice — Updates a invoice in Agiled.
Update Payment — Updates a payment in Agiled.
Update Payment — Updates a payment in Agiled.
Update Pipeline — Updates a pipeline in Agiled.
Update Pipeline — Updates a pipeline in Agiled.
Update Product — Updates a product in Agiled.
Update Product — Updates a product in Agiled.
Update Project — Updates a project in Agiled.
Update Project — Updates a project in Agiled.
Update Task — Updates a task in Agiled.
Update Task — Updates a task in Agiled.
Update Ticket — Updates a ticket in Agiled.
Update Ticket — Updates a ticket in Agiled.
Update Time Entry — Updates a time entry in Agiled.
Update Time Entry — Updates a time entry in Agiled.

Searches (42)

Look up existing records

Find Account — Finds account records in Agiled.
Find Account — Finds account records in Agiled.
Find Appointment — Finds appointment records in Agiled.
Find Appointment — Finds appointment records in Agiled.
Find Booking Page — Finds booking page records in Agiled.

Show 37 more searches

Find Booking Page — Finds booking page records in Agiled.
Find Contact — Finds contact records in Agiled.
Find Contact — Finds contact records in Agiled.
Find Deal — Finds deal records in Agiled.
Find Deal — Finds deal records in Agiled.
Find Document — Finds document records in Agiled.
Find Document — Finds document records in Agiled.
Find Document Template — Finds document template records in Agiled.
Find Document Template — Finds document template records in Agiled.
Find Estimate — Finds estimate records in Agiled.
Find Estimate — Finds estimate records in Agiled.
Find Event Type — Finds event type records in Agiled.
Find Event Type — Finds event type records in Agiled.
Find Expense — Finds expense records in Agiled.
Find Expense — Finds expense records in Agiled.
Find File — Finds file records in Agiled.
Find File — Finds file records in Agiled.
Find Form — Finds form records in Agiled.
Find Form — Finds form records in Agiled.
Find Invoice — Finds invoice records in Agiled.
Find Invoice — Finds invoice records in Agiled.
Find Payment — Finds payment records in Agiled.
Find Payment — Finds payment records in Agiled.
Find Pipeline — Finds pipeline records in Agiled.
Find Pipeline — Finds pipeline records in Agiled.
Find Product — Finds product records in Agiled.
Find Product — Finds product records in Agiled.
Find Project — Finds project records in Agiled.
Find Project — Finds project records in Agiled.
Find Task — Finds task records in Agiled.
Find Task — Finds task records in Agiled.
Find Ticket — Finds ticket records in Agiled.
Find Ticket — Finds ticket records in Agiled.
Find Time Entry — Finds time entry records in Agiled.
Find Time Entry — Finds time entry records in Agiled.
Find User — Finds user records in Agiled.
Find User — Finds user records in Agiled.

Similar apps

Asana

Coordinate all the work your team does together.

Popular Zapier Make

Paymo

Manage projects, track work time, invoice your clients, and measure profitability from the same…

Popular Zapier Make

Trello

Team collaboration tool.

Zapier Make

monday.com

Helps you move projects forward fast.

Zapier Make

ClickUp

The productivity platform.

Zapier Make

Google Tasks

Very simple task list.

Zapier Make

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free