Connect Agiled and Close to Build Intelligent Automations

Choose a Trigger

Agiled

When this happens...

Choose an Action

Close

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Agiled integrations.

Add Product

Add Product

Use this action to add products in agiled.app

Add Project

Add Project

Use this action to add Projects in agiled.app

Create Contact

Create Contact

Create a contact with role lead

Create Expense

Create Expense

create a expense in agiled.app

Create a Task

Create a Task

Create A task in agiled.app

Add Invoice

Add Invoice

Use this action to add invoice in agiled.app

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Frequently Asked Questions

How do I start an integration between Agiled and Close?

To start, connect both your Agiled and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in Close (or vice versa).

Can we customize how data from Agiled is recorded in Close?

Absolutely. You can customize how Agiled data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Agiled and Close?

The data sync between Agiled and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agiled to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agiled and Close?

Yes, you can set conditional logic to control the flow of data between Agiled and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Agiled

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 More
Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More