Agiled

Business Intelligence

MyDocSafe

Document Management, E-Signature

Integrations Agiled MyDocSafe

Create integrations between Agiled and MyDocSafe

Add Product in Agiled when Document is Signed in Mydocsafe

Add Project in Agiled when Document is Signed in Mydocsafe

Create Contact in Agiled when Document is Signed in Mydocsafe

Create Expense in Agiled when Document is Signed in Mydocsafe

Create a Task in Agiled when Document is Signed in Mydocsafe

Add Invoice in Agiled when Document is Signed in Mydocsafe

Update product in Agiled when Document is Signed in Mydocsafe

Update Project in Agiled when Document is Signed in Mydocsafe

Create Estimate in Agiled when Document is Signed in Mydocsafe

Update Contact in Agiled when Document is Signed in Mydocsafe

Actions and Triggers

Triggers

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Triggers when a document sign request is sent.

Actions

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

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

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Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

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How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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.

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About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

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