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 700+ 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
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
New sprint
Triggers when a new sprint 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 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 project
Triggers when a new project is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create employee
Creates a new employee
Create task
Creates a new task
Create product
Creates a new product
Create contract
Creates a new contract
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create lead
Creates a new lead
Create client
Creates a new client
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update employee
Updates the details of an existing employee
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Fetch tax
Fetches the list of existing taxes
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create label
Creates a new label
Create project
Creates a new project
Create time registration
Creates a new time registration
Create client
Creates a new client
Create task
Creates a new task
Create subtask
Creates a new sub task/to-do
Add person
Adds a new person
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.
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.
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