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
When this happensTriggers
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.
Do thisActions
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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Frequently Asked Questions
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 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.
Learn More
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