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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
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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.
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Generate a client account in your Forecast for every new client created in Agiled
Agiled + Forecast
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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.
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Set up a new task in Forecast whenever a new task is initiated in Agiled
Agiled + Forecast
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Build your own integrations between Agiled and Forecast
Connect Agiled and Forecast with over 850+ 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
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Task created
Triggers when a new task is created
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Employee created
Triggers when a new employee is created
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Client created
Triggers when a new client is created
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Contract created
Triggers when a new contract is created
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Lead created
Triggers when a new lead is created
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Product created
Triggers when a new product is created
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New person
Triggers when a new person is added
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New milestone
Triggers when a new milestone is created in the selected project
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New sprint
Triggers when a new sprint is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New client
Triggers when a new client is created
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New project
Triggers when a new project is created
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New subtask
Triggers when a new subtask is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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Create contract
Creates a new contract
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Create project
Creates a new project
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Create employee
Creates a new employee
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Create expense
Creates a new expense
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Create product
Creates a new product
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Create lead
Creates a new lead
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Create ticket
Creates a new ticket
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Create task
Creates a new task
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Create client
Creates a new client
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Update lead
Updates the details of an existing lead
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Update product
Updates the details of an existing product
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Update contract
Updates the details of an existing contract
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Update project
Updates the details of an existing project
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Update employee
Updates the details of an existing employee
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Fetch tax
Fetches the list of existing taxes
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Create subtask
Creates a new sub task/to-do
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Create label
Creates a new label
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Create task
Creates a new task
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Create time registration
Creates a new time registration
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Create client
Creates a new client
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Add person
Adds a new person
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Create milestone
Creates a new milestone in the selected project
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Create project
Creates a new project
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Create sprint
Creates a new sprint in the selected project
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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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