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Agiled + Biztera

Create Agiled tasks for new Biztera approvals

If your team workflow requires the approval of tasks, this is the automation for you! Once it's active, this Zap will make sure that every approved approval request in Biztera makes it onto your Agiled task list, automatically.

When this happens...
Approval Request ApprovedTriggers when an approval request is created that is relevant to the user.
TriggerInstant
automatically do this!
Create TaskCreates a task in Agiled.
ActionWrite

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More things you can do with Biztera and Agiled

Discover other triggers and actions you can use with Biztera and Agiled

- Only Approval Requests from Me
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- Only Approval Requests from Me
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Deal Stage Changed
Triggers when Agiled emits deal.stage_changed.
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Document Signed
Triggers when Agiled emits document.signed.
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Leave Approved
Triggers when Agiled emits leave.approved.
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Leave Rejected
Triggers when Agiled emits leave.rejected.
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New Account
Triggers when Agiled emits account.created.
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New Contact
Triggers when Agiled emits contact.created.
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New Employee
Triggers when Agiled emits employee.created.
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New Expense
Triggers when Agiled emits expense.created.
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New Form Submission
Triggers when Agiled emits form_submission.received.
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New Project
Triggers when Agiled emits project.created.
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New Ticket
Triggers when Agiled emits ticket.created.
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Paid Invoice
Triggers when Agiled emits invoice.paid.
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Task Status Changed
Triggers when Agiled emits task.status_changed.
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Instant
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Updated Appointment
Triggers when Agiled emits appointment.updated.
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Instant
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Updated Deal
Triggers when Agiled emits deal.updated.
Trigger
Instant
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Updated Employee
Triggers when Agiled emits employee.updated.
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Updated Expense
Triggers when Agiled emits expense.updated.
Trigger
Instant
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Updated Invoice
Triggers when Agiled emits invoice.updated.
Trigger
Instant
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Updated Project
Triggers when Agiled emits project.updated.
Trigger
Instant
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Updated Ticket
Triggers when Agiled emits ticket.updated.
Trigger
Instant
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- Booking Page
  Required
- Event Type
  Required
- Invitee Name
  Required
- Invitee Email
  Required
- Invitee Phone
- Start Time
  Required
- Timezone
- Notes
- Intake Payload JSON
Action
Write
- Name
  Required
- Email
- Phone
- Owner
- Visibility
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Account
- Role
- Status
- Has Portal Access
Action
Write
- Title
  Required
- Type
  Required
- Template
- Account
- Contact
- Assigned User
- Status
- Due Date
- Expiry Date
- Recipients JSON
- Content JSON
- Settings JSON
- Theme JSON
Action
Write
- Account
  Required
- Contact
- Estimate Number
- Issue Date
- Expiry Date
- Currency
- Status
- Recipient Email
- Notes
- Description
  Required
- Quantity
- Price
  Required
- Product
- Discount %
- Tax Rate %
- Unit
Action
Write
- Amount
  Required
- Expense Date
  Required
- Currency
- Account
- Project
- Vendor
- Category
- Status
- Billable
- Description
- Notes
Action
Write
- Name
  Required
- Title
  Required
- Slug
- Description
- Active
- Fields JSON
  Required
- Notification Email
- Redirect URL
- Success Message
- Appearance JSON
- Payment Settings JSON
Action
Write
- Account
  Required
- Amount
  Required
- Payment Date
  Required
- Currency
- Invoice
- Payment Method
- Transaction Reference
- Status
- Notes
Action
Write
- Name
  Required
- Price
- Currency
- SKU
- Type
- Pricing Mode
- Active
- Description
Action
Write
- Title
  Required
- Project
- Assigned User
- Description
- Status
- Priority
- Start Date
- Due Date
- Estimated Hours
- Milestone
Action
Write
- Start Time
  Required
- End Time
  Required
- Project
- Task
- User
- Billable
- Billable Rate
- Description
- Notes
Action
Write
- Document
  Required
- Subject
  Required
- Body
  Required
- To
  Required
- CC
- BCC
Action
Write
- Account
  Required
- Name
- Email
- Phone
- Owner
- Visibility
Action
Write
- Contact
  Required
- First Name
- Last Name
- Email
- Phone
- Account
- Role
- Status
- Has Portal Access
Action
Write
- Document
  Required
- Title
- Type
- Template
- Account
- Contact
- Assigned User
- Status
- Due Date
- Expiry Date
- Recipients JSON
- Content JSON
- Settings JSON
- Theme JSON
Action
Write
- Estimate
  Required
- Account
- Contact
- Estimate Number
- Issue Date
- Expiry Date
- Currency
- Status
- Recipient Email
- Notes
- Description
- Quantity
- Price
- Product
- Discount %
- Tax Rate %
- Unit
Action
Write
- Expense
  Required
- Amount
- Expense Date
- Currency
- Account
- Project
- Vendor
- Category
- Status
- Billable
- Description
- Notes
Action
Write
- Form
  Required
- Name
- Title
- Slug
- Description
- Active
- Fields JSON
- Notification Email
- Redirect URL
- Success Message
- Appearance JSON
- Payment Settings JSON
Action
Write
- Payment
  Required
- Account
- Amount
- Payment Date
- Currency
- Invoice
- Payment Method
- Transaction Reference
- Status
- Notes
Action
Write
- Product
  Required
- Name
- Price
- Currency
- SKU
- Type
- Pricing Mode
- Active
- Description
Action
Write
- Task
  Required
- Title
- Project
- Assigned User
- Description
- Status
- Priority
- Start Date
- Due Date
- Estimated Hours
- Milestone
Action
Write
- Time Entry
  Required
- Start Time
- End Time
- Project
- Task
- User
- Billable
- Billable Rate
- Description
- Notes
Action
Write
- Event Type
- User
- Status
- Date From
- Date To
- Search
Action
Search
- Email
- Full Name
Action
Search
- Search
- Status
- Type
Action
Search
- Estimate Number
- Status
- Account
- Search
Action
Search
- Account
- Status
- Vendor
- Category
- Search
Action
Search
- Search
- Status
Action
Search
- Invoice
- Status
- Payment Method
Action
Search
- Search
- SKU
- Type
- Active
Action
Search
- Title
- Status
- Project
Action
Search
- User
- Project
- Task
- Date From
- Date To
Action
Search

- Only Approval Requests to Me
Trigger
Instant
Try It
- Organization
  Required
- Approvers
  Required
- Title
  Required
- Body
Action
Write
Deal Status Changed
Triggers when Agiled emits deal.status_changed.
Trigger
Instant
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Estimate Accepted
Triggers when Agiled emits estimate.accepted.
Trigger
Instant
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Leave Cancelled
Triggers when Agiled emits leave.cancelled.
Trigger
Instant
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Leave Requested
Triggers when Agiled emits leave.requested.
Trigger
Instant
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New Appointment
Triggers when Agiled emits appointment.created.
Trigger
Instant
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New Deal
Triggers when Agiled emits deal.created.
Trigger
Instant
Try It
New Estimate
Triggers when Agiled emits estimate.created.
Trigger
Instant
Try It
New File
Triggers when Agiled emits file.created.
Trigger
Instant
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New Invoice
Triggers when Agiled emits invoice.created.
Trigger
Instant
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New Task
Triggers when Agiled emits task.created.
Trigger
Instant
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New Time Entry
Triggers when Agiled emits time_entry.created.
Trigger
Instant
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Payment Received
Triggers when Agiled emits payment.completed.
Trigger
Instant
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Updated Account
Triggers when Agiled emits account.updated.
Trigger
Instant
Try It
Updated Contact
Triggers when Agiled emits contact.updated.
Trigger
Instant
Try It
Updated Document
Triggers when Agiled emits document.updated.
Trigger
Instant
Try It
Updated Estimate
Triggers when Agiled emits estimate.updated.
Trigger
Instant
Try It
Updated File
Triggers when Agiled emits file.updated.
Trigger
Instant
Try It
Updated Payment
Triggers when Agiled emits payment.updated.
Trigger
Instant
Try It
Updated Task
Triggers when Agiled emits task.updated.
Trigger
Instant
Try It
Updated Time Entry
Triggers when Agiled emits time_entry.updated.
Trigger
Instant
Try It
- Appointment
  Required
- Reason
Action
Write
- Title
  Required
- Slug
- Owner
- Event Types
- Description
- Welcome Message
- Thank You Message
- Active
- Theme Color
- Redirect URL
Action
Write
- Name
  Required
- Pipeline
  Required
- Stage
- Account
- Value
- Currency
- Status
- Probability
- Expected Close Date
- Description
Action
Write
- Name
  Required
- Type
  Required
- Category
- Description
- Active
- Default
- Content JSON
- Settings JSON
- Theme JSON
Action
Write
- Name
  Required
- Owner
- Form
- Slug
- Duration Minutes
- Timezone
- Location Type
- Location Details
- Active
- Paid
- Price
- Currency
- Description
- Custom Questions JSON
- Availability Days JSON
- Advanced Settings JSON
- UI Settings JSON
Action
Write
- Original Name
  Required
- Name
- MIME Type
  Required
- Size Bytes
  Required
- Storage Key
- File Path
- File Type
- SHA-256 Checksum
Action
Write
- Account
  Required
- Contact
- Invoice Number
- Issue Date
- Due Date
- Currency
- Status
- Recipient Email
- Notes
- Description
  Required
- Quantity
- Price
  Required
- Product
- Discount %
- Tax Rate %
- Unit
Action
Write
- Name
  Required
- Description
- Default
- Stages JSON
  Required
Action
Write
- Name
  Required
- Description
- Account
- Owner
- Status
- Start Date
- End Date
- Budget
- Visibility
Action
Write
- Subject
  Required
- Description
- Status
- Priority
- Account
- Contact
- Project
- Due Date
- Source
- Type
Action
Write
- Appointment
  Required
- Start Time
  Required
- End Time
  Required
- Timezone
Action
Write
- Form
  Required
- Submission Data JSON
  Required
Action
Write
- Booking Page
  Required
- Title
- Slug
- Owner
- Event Types
- Description
- Welcome Message
- Thank You Message
- Active
- Theme Color
- Redirect URL
Action
Write
- Deal
  Required
- Name
- Pipeline
- Stage
- Account
- Value
- Currency
- Status
- Probability
- Expected Close Date
- Description
Action
Write
- Document Template
  Required
- Name
- Type
- Category
- Description
- Active
- Default
- Content JSON
- Settings JSON
- Theme JSON
Action
Write
- Event Type
  Required
- Name
- Owner
- Form
- Slug
- Duration Minutes
- Timezone
- Location Type
- Location Details
- Active
- Paid
- Price
- Currency
- Description
- Custom Questions JSON
- Availability Days JSON
- Advanced Settings JSON
- UI Settings JSON
Action
Write
- File
  Required
- Original Name
- Name
- MIME Type
- Size Bytes
- Storage Key
- File Path
- File Type
- SHA-256 Checksum
Action
Write
- Invoice
  Required
- Account
- Contact
- Invoice Number
- Issue Date
- Due Date
- Currency
- Status
- Recipient Email
- Notes
- Description
- Quantity
- Price
- Product
- Discount %
- Tax Rate %
- Unit
Action
Write
- Pipeline
  Required
- Name
- Description
- Default
- Stages JSON
Action
Write
- Project
  Required
- Name
- Description
- Account
- Owner
- Status
- Start Date
- End Date
- Budget
- Visibility
Action
Write
- Ticket
  Required
- Subject
- Description
- Status
- Priority
- Account
- Contact
- Project
- Due Date
- Source
- Type
Action
Write
- Name
- Email
Action
Search
- Search
- Active
Action
Search
- Name
- Status
Action
Search
- Search
- Type
Action
Search
- Search
- Active
- User
Action
Search
- Search
- File Type
Action
Search
- Invoice Number
- Status
Action
Search
- Search
Action
Search
- Name
- Status
Action
Search
- Subject
- Status
- Priority
- Account
- Contact
Action
Search
- Search
Action
Search

About Agiled

Agiled is an AI-powered business management platform for CRM, projects, invoices, contracts, scheduling, workflows, and client collaboration.

HelpHelp

Related categories

Project Management

About Biztera

Biztera is a service for organizations to keep track of approval requests between members. For example, CFOs use Biztera to approve big ticket items, and keep track of expenses versus budget. IT managers use Biztera to request approval for expensive services to beef up security. By streamlining the approval process, Biztera eliminates ambiguity in the workplace and speeds up decision-making.

HelpHelp

Related categories

Proposal & Invoice Management

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