Create integrations between Agiled and Sangam CRM
Add Product in Agiled when New Lead in Sangam-crm
Add Project in Agiled when New Lead in Sangam-crm
Create Contact in Agiled when New Lead in Sangam-crm
Create Expense in Agiled when New Lead in Sangam-crm
Create a Task in Agiled when New Lead in Sangam-crm
Add Invoice in Agiled when New Lead in Sangam-crm
Update product in Agiled when New Lead in Sangam-crm
Update Project in Agiled when New Lead in Sangam-crm
Create Estimate in Agiled when New Lead in Sangam-crm
Update Contact in Agiled when New Lead in Sangam-crm
Automate anything with sangam-crm & agiled Integrations!
When this happens
Triggers
New Lead
Trigger when new lead is created
New Contact
Trigger when new contact is created
New Opportunity
Triggerv when new opportunity is created
New Ticket
Trigger when new tickey=t is created
New Account
Trigger when new account is created
New Task
Trigger when new task is created
New Campaign
Trigger when new campaign is created
New Quotation
Trigger when new quotation is created
New Call
Trigger when new call is created
New Contract
Trigger when new contract is created
New Product
Trigger when new product is created
New Holiday
Trigger when new holiday is created
New Reports
Trigger when new reports is created
New Attachment
Trigger when new attchment is created
New Template
Trigger when new template is created
Do this
Actions
Create a lead
Creates a new lead in Sangam CRM.
Create an opportunity
Adds a new opportunity Sangam CRM.
Fetch all available fields in a specific module
Fetch all fields available in specific module
Create a Contact
Creates a new contact in Sangam CRM.
Create a Ticket
Creates a new ticket in sangam CRM.
Create a Company
Creates a new comppany in sangam CRM.
Create a Campaign
Creates a new campaign in sangam CRM
Update a lead
Update lead using name, email or mobile number or provide email id
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
Update product
use this action to update product in agiled.app
Update Project
update project in agiled.app
Create Estimate
Create a new estimate in agiled.app
Update Contact
Update an existing Contact
Update Expense
Update an Existing Expense
Update Task
Update a task in agiled.app
Update Account
update an existing account in agiled.app
Add Account
add avvount in agiled.app
Delete Contact
Delete a contact in agiled.app
Delete Task
Delete a assigned task in agiled.app
Delete Invoice
Delete a Invoice in agiled.app
Delete Estimate
Delete estimate in agiled.app
Delete Project
Delete project in agiled.app
Delete Product
Delete a product in agiled.app
Fine a Project
Find a particular project in agiled.app
Find a Invoice
Find a particular Invoice in agiled.app
Find a Task
find a particular task in agiled.app
Find a product
find particular product in agiled.app
Find a Account
find particular account in agiled.app
Delete Account
Delete particular account in agiled.app
Delete Expense
Delete particular Expense in agiled.app
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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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.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.
About Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Integrations run at
