
When this happens...

Automatically do this!
Create Task
Create Comment on Task
Create Order Comment
Create Comment for Invoice
Create Client
Update Contact
Create Inquiry
Create Payment
Update Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when New Task.
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

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To start, connect both your Agiled and Orderry accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in Orderry (or vice versa).
Absolutely. You can customize how Agiled data is recorded in Orderry. This includes choosing which data fields go into which fields of Orderry, setting up custom formats, and filtering out unwanted information.
The data sync between Agiled and Orderry 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 Orderry. 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.
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