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pxmo
pxmo
1. Choose trigger event
Agiled
Agiled
2. Choose action
1. Select the event
Setup
Test
pxmo
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Proposal Accepted" from pxmo.
Add your action
An action happens after the trigger—such as "Book Appointment" in Agiled.
You’re connected!
Zapier seamlessly connects pxmo and Agiled, 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.
Create a new record or update an existing record in your app.
Name
Required
Email
Phone
Owner
Visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Required
Last Name
Required
Email
Phone
Account
Role
Status
Has Portal Access
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Type
Required
Template
Account
Contact
Assigned User
Status
Due Date
Expiry Date
Recipients JSON
Content JSON
Settings JSON
Theme JSON
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Amount
Required
Expense Date
Required
Currency
Account
Project
Vendor
Category
Status
Billable
Description
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Title
Required
Slug
Description
Active
Fields JSON
Required
Notification Email
Redirect URL
Success Message
Appearance JSON
Payment Settings JSON
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Amount
Required
Payment Date
Required
Currency
Invoice
Payment Method
Transaction Reference
Status
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Price
Currency
SKU
Type
Pricing Mode
Active
Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project
Assigned User
Description
Status
Priority
Start Date
Due Date
Estimated Hours
Milestone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Start Time
Required
End Time
Required
Project
Task
User
Billable
Billable Rate
Description
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document
Required
Subject
Required
Body
Required
To
Required
CC
BCC
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account
Required
Name
Email
Phone
Owner
Visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact
Required
First Name
Last Name
Email
Phone
Account
Role
Status
Has Portal Access
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document
Required
Title
Type
Template
Account
Contact
Assigned User
Status
Due Date
Expiry Date
Recipients JSON
Content JSON
Settings JSON
Theme JSON
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate
Required
Account
Contact
Estimate Number
Issue Date
Expiry Date
Currency
Status
Recipient Email
Notes
Description
Quantity
Price
Product
Discount %
Tax Rate %
Unit
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Expense
Required
Amount
Expense Date
Currency
Account
Project
Vendor
Category
Status
Billable
Description
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Form
Required
Name
Title
Slug
Description
Active
Fields JSON
Notification Email
Redirect URL
Success Message
Appearance JSON
Payment Settings JSON
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payment
Required
Account
Amount
Payment Date
Currency
Invoice
Payment Method
Transaction Reference
Status
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product
Required
Name
Price
Currency
SKU
Type
Pricing Mode
Active
Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project
Assigned User
Description
Status
Priority
Start Date
Due Date
Estimated Hours
Milestone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Time Entry
Required
Start Time
End Time
Project
Task
User
Billable
Billable Rate
Description
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Event Type
User
Status
Date From
Date To
Search
Action
This is an event a Zap performs.
Search
Find existing data in your app
Email
Full Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search
Status
Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Estimate Number
Status
Account
Search
Action
This is an event a Zap performs.
Search
Find existing data in your app
Account
Status
Vendor
Category
Search
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Invoice
Status
Payment Method
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search
SKU
Type
Active
Action
This is an event a Zap performs.
Search
Find existing data in your app
Title
Status
Project
Action
This is an event a Zap performs.
Search
Find existing data in your app
User
Project
Task
Date From
Date To
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use pxmo and Agiled with AI agents and code
Beyond Zap workflows. Call pxmo and Agiled 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 pxmo and Agiled actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Proposal
Book Appointment
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect pxmo and Agiled 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 pxmo to Agiled integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
