Connect Agiled and Microsoft Outlook to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agiled
Choose an Action
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Send Email
Update Contact
Get User Details
Get All Contact Folders
Get All Messages
Get All Events
Get All Contacts
Get All Mail Folders
Get All Mail Folder Delta
Get all Attachments
Ready to use Agiled and Microsoft Outlook automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact
Trigger when new contact is created
New Email
Triggers when new email is created.
Do thisActions
Action is the task that follows automatically within your Agiled integrations.
Add Product
Use this action to add products in agiled.app
Add Project
Use this action to add Projects in agiled.app
Create Contact
Create a contact with role lead
Create Expense
create a expense in agiled.app
Create a Task
Create A task in agiled.app
Add Invoice
Use this action to add invoice in agiled.app
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Step by step guides to integrate Agiled and Microsoft Outlook
Frequently Asked Questions
To start, connect both your Agiled and Microsoft Outlook accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in Microsoft Outlook (or vice versa).
Absolutely. You can customize how Agiled data is recorded in Microsoft Outlook. This includes choosing which data fields go into which fields of Microsoft Outlook, setting up custom formats, and filtering out unwanted information.
The data sync between Agiled and Microsoft Outlook 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 Microsoft Outlook. 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.
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 MoreAbout Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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