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  • Agiled logoAgiled logo

Plumsail Documents + Agiled Integrations

How to connect Plumsail Documents + Agiled

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  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Agiled triggers, actions, and search
    Contract Created
    Triggers when a contract is created inside app or through API call.
    Trigger
    Instant
  • Agiled triggers, actions, and search
    Employee Created
    Triggers when an employee is created inside app or through API call.
    Trigger
    Instant
  • Agiled triggers, actions, and search
    Estimate Created
    Triggers when an estimate is created inside app or through API call.
    Trigger
    Instant
  • Agiled triggers, actions, and search
    Get Contacts
    Triggers when list of contacts needed.
    Trigger
    Scheduled
  • Agiled triggers, actions, and search
    Get Contract Types
    Triggers when list of contract types required.
    Trigger
    Scheduled
  • Agiled triggers, actions, and search
    Get Currencies
    Triggers when new currency is created.
    Trigger
    Scheduled
  • Agiled

    Triggers when departments list required.

    Scheduled

    Trigger

  • Agiled

    Triggers when designations list required.

    Scheduled

    Trigger

  • Agiled

    Triggers when list of expenses needed.

    Scheduled

    Trigger

  • Agiled

    Triggers when projects list required.

    Scheduled

    Trigger

  • Agiled

    Triggers when tasks list needed.

    Scheduled

    Trigger

  • Agiled

    Triggers when task categories list required.

    Scheduled

    Trigger

  • Agiled

    Triggers when list of ticket agents required.

    Scheduled

    Trigger

  • Agiled

    Triggers when users list required.

    Scheduled

    Trigger

  • Agiled

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

    Instant

    Trigger

  • Agiled

    Triggers when a new account is created.

    Scheduled

    Trigger

  • Agiled

    Triggers when a new crm source is created.

    Scheduled

    Trigger

  • Agiled

    Triggers when a new crm stage is created.

    Scheduled

    Trigger

  • Agiled

    Triggers when a new crm status is created.

    Scheduled

    Trigger

  • Agiled

    Triggers when a new sales agent is created.

    Scheduled

    Trigger

  • Agiled

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

    Instant

    Trigger

  • Agiled

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

    Instant

    Trigger

  • Agiled

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

    Instant

    Trigger

  • Agiled

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

    Instant

    Trigger

  • Agiled

    Creates an employee

    Scheduled

    Action

  • Agiled

    Use this action to add invoices in agiled.app

    Scheduled

    Action

  • Agiled

    Use this action to add projects in agiled.app

    Scheduled

    Action

  • Agiled

    Create a Contact with role Lead

    Scheduled

    Action

  • Agiled

    Creates a Contract

    Scheduled

    Action

  • Agiled

    Creates an Estimate

    Scheduled

    Action

  • Agiled

    Creates an Expense

    Scheduled

    Action

  • Agiled

    Use this action to add products in agiled.app

    Scheduled

    Action

  • Agiled

    Creates a task in agiled.app

    Scheduled

    Action

  • Agiled

    Creates a ticket

    Scheduled

    Action

  • Agiled

    Use this action to delete contact from Agiled.app

    Scheduled

    Action

  • Agiled

    Deletes a contract

    Scheduled

    Action

  • Agiled

    Use this action to delete employee from agiled.app

    Scheduled

    Action

  • Agiled

    Deletes an Estimate

    Scheduled

    Action

  • Agiled

    Deletes an Expense

    Scheduled

    Action

  • Agiled

    Deletes an Invoice

    Scheduled

    Action

  • Agiled

    Use this action to delete products from agiled.app

    Scheduled

    Action

  • Agiled

    Use this action to delete projects from agiled.app

    Scheduled

    Action

  • Agiled

    Deletes a task from agiled.app

    Scheduled

    Action

  • Agiled

    Deletes a ticket

    Scheduled

    Action

  • Agiled

    Edit an existing Contact.

    Scheduled

    Action

  • Agiled

    Modifies a contract

    Scheduled

    Action

  • Agiled

    Use this action to edit employee in agiled.app

    Scheduled

    Action

  • Agiled

    Modifies an Estimate

    Scheduled

    Action

  • Agiled

    Modifies an Expense

    Scheduled

    Action

  • Agiled

    Use this action to edit invoices in agiled.app

    Scheduled

    Action

  • Agiled

    Use this action to edit products in agiled.app

    Scheduled

    Action

  • Agiled

    Use this action to edit projects in agiled.app

    Scheduled

    Action

  • Agiled

    Modifies a task

    Scheduled

    Action

  • Agiled

    Modifies at ticket

    Scheduled

    Action

How Plumsail Documents + Agiled Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Agiled.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

agiled logo
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

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