Connect Agiled and Salesforce
Integrate Agiled with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Note in Salesforce when New contact created in Agiled
Update Lead in Salesforce when New contact created in Agiled
Create Account in Salesforce when New contact created in Agiled
Create Campaign in Salesforce when New contact created in Agiled
Create Note in Salesforce when Deal Status Changed in Agiled
Popular Agiled + Salesforce 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
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign dev
Create Note in Salesforce when New contact created in Agiled
Use this flowUpdate Lead in Salesforce when New contact created in Agiled
Use this flowCreate Account in Salesforce when New contact created in Agiled
Use this flowCreate Campaign in Salesforce when New contact created in Agiled
Use this flowCreate Note in Salesforce when Deal Status Changed in Agiled
Use this flowUpdate Lead in Salesforce when Deal Status Changed in Agiled
Use this flowCreate Account in Salesforce when Deal Status Changed in Agiled
Use this flowCreate Account in Salesforce when New Deal Created in Agiled
Use this flowCreate Campaign in Salesforce when New Deal Created in Agiled
Use this flowCreate Event in Salesforce when New Deal Created in Agiled
Use this flowSupported Triggers & Actions
Everything you can automate between Agiled and Salesforce.
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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agiled and Salesforce 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 Salesforce 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 Salesforce. No coding required.
Yes. You can set up a workflow where Agiled triggers actions in Salesforce, and a separate workflow where Salesforce 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 Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agiled and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
