Integrate Agiled and processplan with viaSocket

Agiled already connects with hundreds of apps. processplan's automation is still on its way. Want to speed that up?

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Supported Triggers & Actions

Everything you can automate between Agiled and processplan.

When this happensTrigger

No trigger available

Do thisActions

Action is the task that follows automatically within your Agiled integrations.

Add Product

Add Product

Use this action to add products in agiled.app

Add Project

Add Project

Use this action to add Projects in agiled.app

Create Contact

Create Contact

Create a contact with role lead

Create Expense

Create Expense

create a expense in agiled.app

Create a Task

Create a Task

Create A task in agiled.app

Add Invoice

Add Invoice

Use this action to add invoice in agiled.app

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Agiled
Agiled + processplan
Agiled logo

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 more
Integrations processplan
processplan + Agiled
processplan logo

About processplan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

Learn more

Frequently Asked Questions

How do I connect Agiled and processplan?

Sign up for a free viaSocket account, then authorize both your Agiled and processplan accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Agiled and processplan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Agiled to processplan?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach processplan. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Agiled triggers actions in processplan, and a separate workflow where processplan triggers actions in Agiled. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Agiled and processplan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Agiled and processplan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.