Connect Agiled and Process Street to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agiled
Choose an Action
Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
Ready to use Agiled and Process Street automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
Data Set Record Created
Triggers when a new record is added to a data set.
Data Set Record Updated
Triggers when an existing record is updated in a data set.
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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Frequently Asked Questions
To start, connect both your Agiled and Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in Process Street (or vice versa).
Absolutely. You can customize how Agiled data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between Agiled and Process Street 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 Process Street. 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 Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
Learn More
