IntegrationsAgiledVIP metal rich
Agiled + VIP metal rich

Connect Agiled and VIP metal rich to Build Intelligent Automations

Choose a Trigger

Agiled

When this happens...

Choose an Action

VIP metal rich

Automatically do this!

Enable Integrations or automations with these events of Agiled and VIP metal rich

Enable Integrations or automations with these events of Agiled and VIP metal rich

Actions

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

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Frequently Asked Questions

How do I start an integration between Agiled and VIP metal rich?

To start, connect both your Agiled and VIP metal rich accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in VIP metal rich (or vice versa).

Can we customize how data from Agiled is recorded in VIP metal rich?

Absolutely. You can customize how Agiled data is recorded in VIP metal rich. This includes choosing which data fields go into which fields of VIP metal rich, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Agiled and VIP metal rich?

The data sync between Agiled and VIP metal rich typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agiled to VIP metal rich?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agiled and VIP metal rich?

Yes, you can set conditional logic to control the flow of data between Agiled and VIP metal rich. 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

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.

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VIP metal rich

About VIP metal rich

VIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.

Learn More