
When this happens...

Automatically do this!
Create Card
Update Card
Delete Card
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a user creates a card.
Trigger when a new Board Created.
Trigger when a new Board Updated.
Trigger when a new Board Deleted.
Trigger when a Board To Pdf Created.
Trigger when an existing Board Viewed.
Action is the task that follows automatically within your Agiled integrations.
Use this action to add products in agiled.app
Use this action to add Projects in agiled.app
Create a contact with role lead
create a expense in agiled.app
Create A task in agiled.app
Use this action to add invoice in agiled.app

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Agiled and Guru accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in Guru (or vice versa).
Absolutely. You can customize how Agiled data is recorded in Guru. This includes choosing which data fields go into which fields of Guru, setting up custom formats, and filtering out unwanted information.
The data sync between Agiled and Guru typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agiled and Guru. 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.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 MoreGuru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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