Agiled + Plutio
Agiled + Plutio
Agiled + Plutio integrations
Add new Plutio persons to Agiled
Create new contacts in Agiled from persons created in Plutio. Set up this integration to avoid duplicate data entry tasks and keep your contact details updated, automatically.
- When this happens...
New PersonTriggers when a new person is created.TriggerPolling - automatically do this!
Create ContactCreate a Contact with role LeadActionWrite
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More things you can do with Plutio and Agiled
Discover other triggers and actions you can use with Plutio and Agiled
- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New PersonTriggers when a new person is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ProjectRequired
- Task BoardRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Entity TypeRequired
- EntityRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task Group TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Object IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app
Employee CreatedTriggers when an employee is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Get Contacts
Triggers when list of contacts needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Currencies
Triggers when new currency is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Designations
Triggers when designations list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Projects
Triggers when projects list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Task Categories
Triggers when task categories list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Users
Triggers when users list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New CRM Stage
Triggers when a new crm stage is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Agent
Triggers when a new sales agent is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project Created
Triggers when a project is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Created
Triggers when a ticket is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Id
- Client Id
- Invoice NumberRequired
- Issue DateRequired
- Due DateRequired
- Sub TotalRequired
- Discount
- Discount Type
- TotalRequired
- Currency IdRequired
- Status
- Recurring PaymentRequired
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- Email
- Phone
- Job Title
- Facebook
- Twitter
- Linkedin
- Skype
- Note
- Tags
- Account Id
- Owner
- CRM Source
- CRM Status
- CRM Stage
- Next Follow Up
- Last Contacted
- Type
- City
- State
- Postal Code
- Address Line 1
- Address Line 2
- Country
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Estimate NumberRequired
- Valid TillRequired
- Sub TotalRequired
- TotalRequired
- Currency IdRequired
- Note
- Discount
- Discount Type
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- PriceRequired
- Description
- Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Requester IdRequired
- SubjectRequired
- Status
- PriorityRequired
- Agent Id
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- AmountRequired
- Contract Type IdRequired
- Start DateRequired
- End DateRequired
- Description
- Contract Detail
- Id
- Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Estimate NumberRequired
- Valid TillRequired
- Sub Total
- Total
- Currency Id
- StatusRequired
- Note
- Discount
- Discount Type
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project id
- Client Id
- Issue DateRequired
- Due DateRequired
- Sub TotalRequired
- Discount
- Discount Type
- TotalRequired
- Currency IdRequired
- StatusRequired
- Recurring PaymentRequired
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Id
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Start DateRequired
- Deadline
- Notes
- Client Id
- Status
- IdRequired
- Project Summary
- Client View Task
- Allow Client Notfication
- Manual Timelog
- Project Budget
- Currency Id
- Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subject
- Status
- PriorityRequired
- IdRequired
- Agent Id
- Requester Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new Invoice is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity Type
- Project NameRequired
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task Board TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlockRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task PositionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
- EntityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract Created
Triggers when a contract is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Created
Triggers when an estimate is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Get Contract Types
Triggers when list of contract types required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Departments
Triggers when departments list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Expenses
Triggers when list of expenses needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Tasks
Triggers when tasks list needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Ticket Agents
Triggers when list of ticket agents required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Invoice Created
Triggers when an invoice is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New CRM Source
Triggers when a new crm source is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New CRM Status
Triggers when a new crm status is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Product Created
Triggers when a product is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Created
Triggers when a task is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Employee IdRequired
- NameRequired
- EmailRequired
- PasswordRequired
- Slack Username
- Hourly Rate
- Joining DateRequired
- Department IdRequired
- Designation IdRequired
- GenderRequired
- LoginRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Start DateRequired
- Deadline
- Notes
- Client Id
- Status
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
- Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- AmountRequired
- Contract Type IdRequired
- Start DateRequired
- End DateRequired
- Description
- Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item NameRequired
- Purchase DateRequired
- Currency IdRequired
- Member/User IdRequired
- Purchase From
- PriceRequired
- Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start DateRequired
- Due DateRequired
- PriorityRequired
- Description
- Assignee/User IdRequired
- Project Id
- Task Category Id
- Dependent Task Id
- Heading/TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Job Title
- Twitter
- LinkedIn
- Skype
- Note
- Tags
- Account Id
- Owner
- CRM Source
- CRM Status
- CRM Stage
- Next Follow Up
- Last Contacted
- Type
- City
- State
- Postal Code
- Address Line 1
- Address Line 2
- Country
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- NameRequired
- EmailRequired
- PasswordRequired
- Slack Username
- Hourly Rate
- Joining DateRequired
- Department IdRequired
- Designation IdRequired
- GenderRequired
- LoginRequired
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item NameRequired
- Pruchase DateRequired
- Currency IdRequired
- User IdRequired
- StatusRequired
- Purchase From
- PriceRequired
- IdRequired
- Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- PriceRequired
- Description
- IdRequired
- Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Heading/ TitleRequired
- Description
- Start Date
- Due DateRequired
- Assignee/User Id
- PriorityRequired
- Task Category Id
- Dependent Task Id
- Project IdRequired
- statusRequired
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Related categories
Related categories