Connect Agiled and ClickUp
Integrate Agiled with ClickUp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Lists in Space in ClickUp when New contact created in Agiled
List Workspaces from ClickUp when New contact created in Agiled
List Spaces in ClickUp when New contact created in Agiled
List Tasks from ClickUp when New contact created in Agiled
List Folders in ClickUp when New contact created in Agiled
Popular Agiled + ClickUp flows
Start from a real workflow other teams are already running.
Choose a trigger
Agiled
When this happens...
New contact created
Deal Status Changed
New Deal Created
New Employee Created
Updated Document
New Document Created
New Account Created
Leave Approved
Leave Rejected
New Expense Created
New Form Submission
New Project Created
New Ticket Created
Invoice Paid
New Task Created
Updated Task Status
New Appointment Created
Updated Deal
Updated Employee
Updated Expense
Updated Invoice
Updated Project
Updated Ticket
New Estimate Created
New File Created
New Invoice Created
New Time Entry Created
Leave Cancelled
New Leave Request
New Payment Received
Updated Appointment
Updated Account
Updated Contact
Updated Estimate
Updated File
Updated Payment
Updated Task
Updated Time Entry
New Folder Created
Updated Folder
Choose an action
ClickUp
Automatically do this!
Find Lists in Space
List Workspaces
List Spaces
List Tasks
List Folders
Create Task
Get User Profile
Create List
Update Task
Update a List
Add Checklist and Items to a Task
Get Task
Add Time Entry
Archive or Permanently Delete Task
Update Custom Field Value
Find Custom Fields
Add Comment to Task
Create Subtask
Find Lists in Space in ClickUp when New contact created in Agiled
Use this flowList Workspaces from ClickUp when New contact created in Agiled
Use this flowList Spaces in ClickUp when New contact created in Agiled
Use this flowList Tasks from ClickUp when New contact created in Agiled
Use this flowList Folders in ClickUp when New contact created in Agiled
Use this flowGet User Profile from ClickUp when New contact created in Agiled
Use this flowCreate List in ClickUp when New contact created in Agiled
Use this flowUpdate Task in ClickUp when New contact created in Agiled
Use this flowUpdate a List in Clickup when New contact created in Agiled
Use this flowAdd Checklist and Items to a Task in ClickUp when New contact created in Agiled
Use this flowSupported Triggers & Actions
Everything you can automate between Agiled and ClickUp.
When this happensTriggers
A trigger is an event that starts a workflow.
New contact created
Runs when new contact is created.
Deal Status Changed
Runs when deal status is updated.
New Deal Created
Runs when new deal is created. Sends payload to a configured webhook URL.
New Employee Created
Runs when new employee is created; add an optional webhook description.
Updated Document
Runs when a document is updated in a chosen workspace or document type.
New Document Created
Runs when new document is created in a selected workspace or folder.
Do thisActions
Action is the task that follows automatically within your Agiled integrations.
Create Product
Create a product or service with name, price, currency, description, and optional advanced settings.
Create Project
Create a project with name, dates (exact or days), owner, budget, status, and visibility.
Create Contact
Create a contact and set first name, last name, email, phone, role, and assigned user.
Create Expense
create a expense in agiled.app
Create Task
Create a task with title, project, assignee, due/start dates, priority, estimated hours, parent task, or milestone.
Create Invoice
Create an invoice for a chosen account; optionally set contact, dates, project, number, currency, notes, terms, and status.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Agiled
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn moreSimilar apps
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agiled and ClickUp accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agiled and ClickUp as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClickUp. No coding required.
Yes. You can set up a workflow where Agiled triggers actions in ClickUp, and a separate workflow where ClickUp triggers actions in Agiled. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agiled and ClickUp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agiled and ClickUp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
