Connect Balsio and Agiled
Integrate Balsio with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Balsio + Agiled flows
Start from a real workflow other teams are already running.
Choose a trigger
Balsio
When this happens...
New Message
New Thread
Choose an action
Agiled
Automatically do this!
Create Product
Create Project
Create Contact
Create Expense
Create Task
Create Invoice
Update Product
Update Project
Create Estimate
Update Contact
Update Expense
Update Task
Update Account
Add Account
Delete Contact
Delete Task
Delete Invoice
Delete Estimate
Delete Project
Delete Product
Find a Project
Find Invoice
Find Task
Find a Product
Find Account
Delete Account
Delete Expense
List Invoices
List Estimates
List Users
List Products
List Projects
List Tasks
List Tickets
List Expenses
List Contacts
List Accounts
List Event Types
List Deals
List CRM Pipelines
List Documents
List Forms
List Payments
Find Contacts
Update Invoices
Find Deals
Update Deal
Create Deal
Create Ticket
Update Ticket
Find Tickets
Create Payment
Find Payments
Create Time Entry
Find Time Entries
Create Product in Agiled when New Message in Balsio
Use this flowCreate Project in Agiled when New Message in Balsio
Use this flowCreate Contact in Agiled when New Message in Balsio
Use this flowCreate Expense in Agiled when New Message in Balsio
Use this flowCreate Invoice in Agiled when New Message in Balsio
Use this flowUpdate Product in Agiled when New Message in Balsio
Use this flowUpdate Project in Agiled when New Message in Balsio
Use this flowCreate Estimate in Agiled when New Message in Balsio
Use this flowUpdate Contact in Agiled when New Message in Balsio
Use this flowUpdate Expense in Agiled when New Message in Balsio
Use this flowSupported Triggers & Actions
Everything you can automate between Balsio and Agiled.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when a new message is posted in Balsio, optionally in a chosen thread.
New Thread
Runs when a new thread is created in Balsio.
New contact created
Runs when new contact is created.
Deal Status Changed
Runs when deal status is updated.
New Deal Created
Runs when new deal is created. Sends payload to a configured webhook URL.
New Employee Created
Runs when new employee is created; add an optional webhook description.
Do thisActions
Action is the task that follows automatically within your Balsio integrations.
Add Users to Thread
Add people to a Balsio thread by email address.
Create Scheduled Message
Schedule a message to be posted to a Balsio thread at a chosen time.
Send Message
Post a message to a selected Balsio thread, with optional reply, attachments and attributes.
Create Thread
Start a new Balsio conversation or sub-thread and post its first message.
Archive Thread
Move a Balsio thread from Inbox or Snoozed to Done.
List Threads
List Balsio threads by channel or parent thread, or get one thread by ID.
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 Balsio
Balsio is a team messaging platform for threads, channels and conversations with teammates and external participants.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Balsio and Agiled 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 Balsio and Agiled 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 Agiled. No coding required.
Yes. You can set up a workflow where Balsio triggers actions in Agiled, and a separate workflow where Agiled triggers actions in Balsio. 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 Balsio and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Balsio and Agiled integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
