
When this happens...
New Document

Automatically do this!
Add Product
Add Project
Create Contact
Create Expense
Create a Task
Add 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
Fine a Project
Find a Invoice
Find a Task
Find a product
Find a Account
Delete Account
Delete Expense
List Users
List Taxes
List Projects
List Tasks
List Tickets
List Employees
List Contacts
List Accounts
List Deals
List CRM Pipeline Stages
List CRM Pipelines
List CRMSources
List CRMStages
List CRMStatuses
List Documents
List Folders
List Forms
List Payments
List Payment Gateways Credentials
List Project Categories
List SalesAgents
List Task Categories
List Ticket Agents
List Ticket Channels
Ticket Types
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When this happensTriggers
A trigger is an event that starts a workflow.
Lists Google Docs created within the specified recent time window (default 15 minutes).
Action is the task that follows automatically within your Google Docs integrations.
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Retrieve the document's title and plain-text content from Google Docs using its document ID.
Use this action to add products in agiled.app
Use this action to add Projects in agiled.app

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Google Docs and Agiled accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Agiled (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in Agiled. This includes choosing which data fields go into which fields of Agiled, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and Agiled typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Google Docs and Agiled. 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.
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MoreAgiled.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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