Integrate Agiled with Retently
Trigger NPS/CSAT surveys after project completion or contract milestones, sync customer and project data to maintain updated profiles, and use feedback scores to optimize project management and client communication strategies.
Start Free Trial![Agiled logo Agiled logo](https://zapier-images.imgix.net/storage/developer_cli/8d253da55ae61780bfdd4d3caeb99dbc.png)
About Agiled
Agiled is a project management application that facilitates the creation, management, and tracking of projects, contracts, expenses, and team collaboration. It allows users to automate their workflows and manage employee records effectively.
![Agiled logo Agiled logo](https://zapier-images.imgix.net/storage/developer_cli/8d253da55ae61780bfdd4d3caeb99dbc.png)
Agiled to Retently
Contract Created
Triggers when a contract is created inside app or through API call.Estimate Created
Triggers when an estimate is created inside app or through API call.Invoice Created
Triggers when an invoice is created inside app or through API call.New CRM Source
Triggers when a new crm source is created.New CRM Status
Triggers when a new crm status is created.Product Created
Triggers when a product is created inside app or through API call.Task Created
Triggers when a task is created inside app or through API call.Employee Created
Triggers when an employee is created inside app or through API call.Get Currencies
Triggers when new currency is created.New Account
Triggers when a new account is created.New CRM Stage
Triggers when a new crm stage is created.New Sales Agent
Triggers when a new sales agent is created.Project Created
Triggers when a project is created inside app or through API call.Ticket Created
Triggers when a ticket is created inside app or through API call.![Agiled logo Agiled logo](https://zapier-images.imgix.net/storage/developer_cli/8d253da55ae61780bfdd4d3caeb99dbc.png)
Retently to Agiled
Get Contract Types
Triggers when list of contract types required.Get Departments
Triggers when departments list required.Get Expenses
Triggers when list of expenses needed.Get Tasks
Triggers when tasks list needed.Get Ticket Agents
Triggers when list of ticket agents required.Add Employee
Creates an employee.Add Project
Adds projects in Agiled.Create Contract
Creates a contract.Create Expense
Creates an expense.Create Task
Creates a task in Agiled.Delete Contact
Deletes a contact from Agiled.Delete Employee
Deletes an employee from Agiled.Delete Expense
Deletes an expense.Delete Product
Deletes products from Agiled.Delete Task
Deletes a task from Agiled.Edit Contact
Edits an existing contact.Edit Employee
Edits an employee in Agiled.Edit Expense
Modifies an expense.Edit Product
Edits products in Agiled.Edit Task
Modifies a task.Get Contacts
Triggers when list of contacts needed.Get Designations
Triggers when designations list required.Get Projects
Triggers when projects list required.Get Task Categories
Triggers when task categories list required.Get Users
Triggers when users list required.Add Invoice
Adds invoices in Agiled.Create Contact
Creates a contact with role Lead.Create Estimate
Creates an estimate.Add Product
Adds products in Agiled.Create Ticket
Creates a ticket.Delete Contract
Deletes a contract.Delete Estimate
Deletes an estimate.Delete Invoice
Deletes an invoice.Delete Project
Deletes projects from Agiled.Delete Ticket
Deletes a ticket.Edit Contract
Modifies a contract.Edit Estimate
Modifies an estimate.Edit Invoice
Edits invoices in Agiled.Edit Project
Edits projects in Agiled.Edit Ticket
Modifies a ticket.Similar Project Management integrations
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