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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Deal Stage Changed" from Agiled.

Add your action

An action happens after the trigger—such as "Create Client" in WorkflowMax.

You’re connected!

Zapier seamlessly connects Agiled and WorkflowMax, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Deal Stage Changed
Triggers when Agiled emits deal.stage_changed.
Trigger
Instant
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Document Signed
Triggers when Agiled emits document.signed.
Trigger
Instant
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Leave Approved
Triggers when Agiled emits leave.approved.
Trigger
Instant
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Leave Rejected
Triggers when Agiled emits leave.rejected.
Trigger
Instant
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New Account
Triggers when Agiled emits account.created.
Trigger
Instant
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New Contact
Triggers when Agiled emits contact.created.
Trigger
Instant
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New Employee
Triggers when Agiled emits employee.created.
Trigger
Instant
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New Expense
Triggers when Agiled emits expense.created.
Trigger
Instant
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New Form Submission
Triggers when Agiled emits form_submission.received.
Trigger
Instant
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New Project
Triggers when Agiled emits project.created.
Trigger
Instant
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New Ticket
Triggers when Agiled emits ticket.created.
Trigger
Instant
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Paid Invoice
Triggers when Agiled emits invoice.paid.
Trigger
Instant
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Task Status Changed
Triggers when Agiled emits task.status_changed.
Trigger
Instant
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Updated Appointment
Triggers when Agiled emits appointment.updated.
Trigger
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.
Trigger
Instant
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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
Job Category Created
Triggers when a job category is created in job settings.
Trigger
Polling
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- Job Reference
Trigger
Polling
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- Job Reference
Trigger
Polling
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- Job Reference
  Required
Trigger
Polling
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New Cost Created
Triggers when a new cost is created in organisation settings.
Trigger
Polling
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- Status
- Includes
Trigger
Polling
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New Job Status
Triggers when a new job status is created in organisation settings.
Trigger
Polling
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New PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Trigger
Polling
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New Quote Issued
Triggers when a quote is issued.
Trigger
Polling
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New Task Created
Triggers when a new task is created in organisation settings.
Trigger
Polling
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New PO Bill Created
Triggers when a new purchase order bill is created.
Trigger
Polling
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- Quote Status
  Required
Trigger
Polling
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- Name
  Required
- First Name
- Last Name
- Other Name
- Client Manager Reference
- Job Manager Reference
- Business Structure Reference
- Client Type Reference
- Favorite
- Email
- Phone
- Fax
- Website
- Referral Source
- Type
- Default
- Address
- City
- State
- Postal Code
- Country
- TFN
- ABN/WPN
- Branch/CAC/ICA #
- ACN
- Vat Number
- Company Number
- Ird Number
- NZBN
- Tax Number
- Year End Date
- Balance Date
- Zero Rated Tax Reference
- Billing Client Reference
- Task Reference
- Billable Rate
- Markup
- Custom Payment Day
- Custom Payment Term
- Client Group Reference
- Contact Reference
- Position
- Primary
- Included In Email
- Related Client Reference
- Type
- Start Date
- End Date
- Number of Shares
- Percentage
Action
Write
- Client Reference
  Required
- Job Name
  Required
- Job Status
  Required
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Job Number
- Contact Reference
- Job Manager
- Client Manager
- Job Category
- Budget
- Description
- Exclude from Estimated Billings
- Staff Assigned
- Job Template
Action
Write
- Job Reference
  Required
- Task Reference
  Required
- Estimated Minutes
- Phase Reference
- Task Label
- Description
- Billable
- Start Date
- End Date
- Staff Reference
- Allocated Time
Action
Write
- Job Reference
  Required
- Supplier Reference
  Required
- Status
  Required
- Description
- Delivery Address
- Job Cost Identifier
- Cost Identifier
- Cost Name
- Type
- Note
- Quantity
- Unit Cost
- Cost Code
- Tax1 Identifier
- Tax2 Identifier
Action
Write
- Job Reference
  Required
- Job Task Reference
  Required
- Staff Reference
  Required
- Date
  Required
- Minutes
- Start Time
- End Time
- Note
- Billable
Action
Write
- Name
  Required
Action
Search
- Job Reference
  Required
- Cost Reference
  Required
- Include Additional Data
Action
Search
- Staff Reference
  Required
Action
Search
- Client Reference
  Required
Action
Search
- Job Status Reference
  Required
Action
Search

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
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New Estimate
Triggers when Agiled emits estimate.created.
Trigger
Instant
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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
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Updated Contact
Triggers when Agiled emits contact.updated.
Trigger
Instant
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Updated Document
Triggers when Agiled emits document.updated.
Trigger
Instant
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Updated Estimate
Triggers when Agiled emits estimate.updated.
Trigger
Instant
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Updated File
Triggers when Agiled emits file.updated.
Trigger
Instant
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Updated Payment
Triggers when Agiled emits payment.updated.
Trigger
Instant
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Updated Task
Triggers when Agiled emits task.updated.
Trigger
Instant
Try It
Updated Time Entry
Triggers when Agiled emits time_entry.updated.
Trigger
Instant
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- 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
- Job Reference
Trigger
Polling
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- Job Reference
- Include Additional Data
Trigger
Polling
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Job Updated
Triggers when a job is updated.
Trigger
Polling
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New Client Created
Triggers when a new client is created.
Trigger
Polling
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New Custom Field Created
Triggers when a new custom field is added.
Trigger
Polling
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- Include Additional Data
Trigger
Polling
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- Include Additional Data
Trigger
Polling
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New Purchase Order Created
Triggers when a new purchase order is created.
Trigger
Polling
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- Include Additional Data
Trigger
Polling
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New Timesheet Created
Triggers when a new timesheet is created.
Trigger
Polling
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New Quote Accepted
Triggers when a quote is accepted.
Trigger
Polling
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- Job Reference
- Include Additional Data
Trigger
Polling
Try It
- Cost Name
  Required
- Unit Cost
  Required
- Unit Price
  Required
- Cost Type
  Required
- Billable
  Required
- Supplier Reference
- Cost Code
- Cost Note
- Sales Tax Reference 1
- Sales Tax Reference 2
- Purchase Tax Reference 1
- Purchase Tax Reference 2
- Income Account Reference
- Cost of Sale Account Reference
Action
Write
- Job Reference
  Required
- Date
  Required
- Cost Reference
- Cost Name
- Unit Cost
- Unit Price
- Quantity
  Required
- Actual
  Required
- Phase Reference
- Supplier Reference
- Cost Code
- Type
- Billable
- Note
Action
Write
- Client Reference
  Required
- Contact Reference
- Name
  Required
- Estimated Value
  Required
- Lead Template Reference
- Lead Date
  Required
- Details
- Lead Category Reference
- Lead Owner Reference
- Estimated Job Start Date
- Estimated Duration (weeks)
Action
Write
- Task Name
  Required
- Base Rate
  Required
- Billable Rate
  Required
- Description
- Tax Reference 1
- Tax Reference 2
- Export Code
- Income Account Reference
Action
Write
- Account Code
  Required
Action
Search
- Name
  Required
Action
Search
- Job Task Reference
  Required
- Job Reference
- Include Additional Data
Action
Search
- Tax Name
  Required
Action
Search
- Job Reference
  Required
- Job Data to Include
Action
Search

For AI agents & developers

Use Agiled and WorkflowMax with AI agents and code

Beyond Zap workflows. Call Agiled and WorkflowMax actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Agiled and WorkflowMax actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Book Appointment
Create Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Agiled and WorkflowMax actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* agiled / workflowmax action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Connect Agiled and WorkflowMax to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Agiled to WorkflowMax integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 WorkflowMax

WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline their operations and increase productivity.