Connect Agiled and Teamgate
Integrate Agiled with Teamgate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Agiled + Teamgate flows
Start from a real workflow other teams are already running.
Choose a trigger
Agiled
When this happens...
- Request a new Trigger for Agiled
Choose an action
Teamgate
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
Add Product in Agiled when New Company Created in Teamgate
Use this flowAdd Project in Agiled when New Company Created in Teamgate
Use this flowCreate Contact in Agiled when New Company Created in Teamgate
Use this flowCreate Expense in Agiled when New Company Created in Teamgate
Use this flowCreate a Task in Agiled when New Company Created in Teamgate
Use this flowAdd Invoice in Agiled when New Company Created in Teamgate
Use this flowUpdate product in Agiled when New Company Created in Teamgate
Use this flowUpdate Project in Agiled when New Company Created in Teamgate
Use this flowCreate Estimate in Agiled when New Company Created in Teamgate
Use this flowUpdate Contact in Agiled when New Company Created in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between Agiled and Teamgate.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agiled and Teamgate 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.
Yes. viaSocket uses instant triggers where available, so data moves between Agiled and Teamgate as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Teamgate. No coding required.
Yes. You can set up a workflow where Agiled triggers actions in Teamgate, and a separate workflow where Teamgate triggers actions in Agiled. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Agiled and Teamgate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agiled and Teamgate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
