Integrate Agiled with Forecast

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

Explore prebuilt integration flows to get started

[esc]

Generate a client account in your Forecast for every new client created in Agiled

Automate client data synchronisation across platforms and eliminate the hassles associated with manual intervention. This flow will set up a client account in your Forecast for every new client added to Agiled.

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

Generate a client account in your Forecast for every new client created in Agiled

Agiled + Forecast

[esc]

Set up a new task in Forecast whenever a new task is initiated in Agiled

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Forecast every time a new task is added in Agiled.

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

Set up a new task in Forecast whenever a new task is initiated in Agiled

Agiled + Forecast

Build your own integrations between Agiled and Forecast

Connect Agiled and Forecast with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agiled and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Product created

Triggers when a new product 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

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

All Actions - Actions are the automated tasks

Create employee

Creates a new employee

Create task

Creates a new task

Create lead

Creates a new lead

Create expense

Creates a new expense

Create project

Creates a new project

Create ticket

Creates a new ticket

Create client

Creates a new client

Create product

Creates a new product

Create contract

Creates a new contract

Update contract

Updates the details of an existing contract

Update employee

Updates the details of an existing employee

Update product

Updates the details of an existing product

Update project

Updates the details of an existing project

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

Add person

Adds a new person

Create client

Creates a new client

Create time registration

Creates a new time registration

Create label

Creates a new label

Create subtask

Creates a new sub task/to-do

Create project

Creates a new project

Create task

Creates a new task

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Fetch label

Fetches an existing label by name

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.

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

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.

Learn more >

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY