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Agiled + SuiteDash

Add new SuiteDash contacts to Agiled

Keeping contact lists in two places? With this Zapier automation, when you receive a new contact in SuiteDash, Zapier will create a new client in Agiled, so you can keep everything organized.

Keeping contact lists in two places? With this Zapier automation, when you receive a new contact in SuiteDash, Zapier will create a new client in Agiled, so you can keep everything organized.

  1. When this happens...
    SuiteDashSuiteDash
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    AgiledAgiled
    Create Contact

    Create a Contact with role Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SuiteDash triggers, actions, and search

    New Company

    Triggers when a new company is created.

    Trigger
    Scheduled
    Try It
    • Type

    • StatusRequired

    • PriorityRequired

    • Project

    • Assign User

    • Task TitleRequired

    • Estimated Time Required (Hours)

    • Total Time Spent (Hours)

    • Task Description

    • Due Date

    • Tags

    Action
    Write
    • Project Template

    • Project Status

    • Users Assigned to the Project

    • Assigned ClientRequired

    • Project NameRequired

    • Estimated Completion DateRequired

    • Project Description

    • Estimated Value

    • Currency

    • Project Leader

    • Set Estimated Time/Time Spent As

    Action
    Write
    • Company NameRequired

    • Category

    • Primary Phone

    • Work Email

    • Home Email

    • Im

    • Website

    • Physical Address

    • Background Info

    • Work Phone

    • Shop Phone

    • Home Phone

    • Tags

    • Associated Contacts

    • Role

    • First Name

    • Last Name

    • Primary Email

    Action
    Write
    • RoleRequired

    • First NameRequired

    • Last NameRequired

    • Primary EmailRequired

    • Company

    • Create Company if No Exact Match

    • On-Boarding FLOW

    • Folder Generator

    • User Timezone

    • Coordinator

    • Assign Circle

    • Event Generator

    • Audience

    • Schedules

    • Project Generators

    • Tags

    • Physical Address

    • Address Line 1

    • Address Line 2

    • City

    • State / Province

    • ZIP / Postal Code

    • Country

    • Work Email

    • Home Email

    • Background Info

    • Job Title

    • Primary Phone

    • Work Phone

    • Shop Phone

    • Home Phone

    • Website

    • Send Email to Coordinator

    • Send Portal Access Invitation

    • Amount

    • Title

    • Currency

    • Plan

    Action
    Write
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agiled logo

About Agiled

Agiled is an all in one business management platform designed to help you manage employees, projects , tasks, track your time, create professional contracts, track expenses and send professional invoices that get you paid faster.

Related categories

  • Project Management
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suitedash logo

About SuiteDash

SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.

Related categories