Integrate Salesflare with Agiled

Send information between Salesflare and Agiled automatically, without writing any code, using Zoho Flow.

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Create tasks in Agiled as tasks are initiated in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Agiled when a new task is created in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Agiled.
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Create tasks in Agiled as tasks are initiated in Salesflare

Salesflare + Agiled

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Create a task in Agiled upon the addition of a task in Salesflare

Efficiently manage deadlines by logging all tasks in your business management platform. This flow will create a task in Agiled as soon as a task is created in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Agiled.
+

Create a task in Agiled upon the addition of a task in Salesflare

Salesflare + Agiled

Build your own integrations between Salesflare and Agiled

Connect Salesflare and Agiled with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesflare and Agiled using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New account

Triggers when a new account is created

Lead created

Triggers when a new lead is created

Client created

Triggers when a new client is created

Contract created

Triggers when a new contract is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Create call

Creates a new call

Create task

Creates a new task

Create contact

Creates a new contact

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Create opportunity

Creates a new opportunity

Create meeting

Creates a new meeting

Add contact to account

Adds an existing contact to the selected account

Fetch person

Fetches a person by ID, name, or email

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Create client

Creates a new client

Create expense

Creates a new expense

Create ticket

Creates a new ticket

Create employee

Creates a new employee

Create task

Creates a new task

Create project

Creates a new project

Create lead

Creates a new lead

Create product

Creates a new product

Create contract

Creates a new contract

Update project

Updates the details of an existing project

Update contract

Updates the details of an existing contract

Update product

Updates the details of an existing product

Update employee

Updates the details of an existing employee

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

What is Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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