Integrate Agiled with Retently

Trigger NPS/CSAT surveys after project completion or contract milestones, sync customer and project data to maintain updated profiles, and use feedback scores to optimize project management and client communication strategies.

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About Agiled

Agiled is a project management application that facilitates the creation, management, and tracking of projects, contracts, expenses, and team collaboration. It allows users to automate their workflows and manage employee records effectively.

Agiled logoRetently

Agiled to Retently

1

Contract Created

Triggers when a contract is created inside app or through API call.
2

Estimate Created

Triggers when an estimate is created inside app or through API call.
3

Invoice Created

Triggers when an invoice is created inside app or through API call.
4

New CRM Source

Triggers when a new crm source is created.
5

New CRM Status

Triggers when a new crm status is created.
6

Product Created

Triggers when a product is created inside app or through API call.
7

Task Created

Triggers when a task is created inside app or through API call.
8

Employee Created

Triggers when an employee is created inside app or through API call.
9

Get Currencies

Triggers when new currency is created.
10

New Account

Triggers when a new account is created.
11

New CRM Stage

Triggers when a new crm stage is created.
12

New Sales Agent

Triggers when a new sales agent is created.
13

Project Created

Triggers when a project is created inside app or through API call.
14

Ticket Created

Triggers when a ticket is created inside app or through API call.
RetentlyAgiled logo

Retently to Agiled

1

Get Contract Types

Triggers when list of contract types required.
2

Get Departments

Triggers when departments list required.
3

Get Expenses

Triggers when list of expenses needed.
4

Get Tasks

Triggers when tasks list needed.
5

Get Ticket Agents

Triggers when list of ticket agents required.
6

Add Employee

Creates an employee.
7

Add Project

Adds projects in Agiled.
8

Create Contract

Creates a contract.
9

Create Expense

Creates an expense.
10

Create Task

Creates a task in Agiled.
11

Delete Contact

Deletes a contact from Agiled.
12

Delete Employee

Deletes an employee from Agiled.
13

Delete Expense

Deletes an expense.
14

Delete Product

Deletes products from Agiled.
15

Delete Task

Deletes a task from Agiled.
16

Edit Contact

Edits an existing contact.
17

Edit Employee

Edits an employee in Agiled.
18

Edit Expense

Modifies an expense.
19

Edit Product

Edits products in Agiled.
20

Edit Task

Modifies a task.
21

Get Contacts

Triggers when list of contacts needed.
22

Get Designations

Triggers when designations list required.
23

Get Projects

Triggers when projects list required.
24

Get Task Categories

Triggers when task categories list required.
25

Get Users

Triggers when users list required.
26

Add Invoice

Adds invoices in Agiled.
27

Create Contact

Creates a contact with role Lead.
28

Create Estimate

Creates an estimate.
29

Add Product

Adds products in Agiled.
30

Create Ticket

Creates a ticket.
31

Delete Contract

Deletes a contract.
32

Delete Estimate

Deletes an estimate.
33

Delete Invoice

Deletes an invoice.
34

Delete Project

Deletes projects from Agiled.
35

Delete Ticket

Deletes a ticket.
36

Edit Contract

Modifies a contract.
37

Edit Estimate

Modifies an estimate.
38

Edit Invoice

Edits invoices in Agiled.
39

Edit Project

Edits projects in Agiled.
40

Edit Ticket

Modifies a ticket.

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