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
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
- The flow triggers when a new client is created in Agiled.
- Zoho Flow creates a new client in Forecast.
Generate a client account in your Forecast for every new client created in Agiled
Agiled + Forecast
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
- The flow triggers when a new task is created in Agiled.
- 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 800+ 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.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
