Connect Hedy AI and Agiled to Build Intelligent Automations
Choose a Trigger
When this happens...
New Highlight Created
Session Ends
Choose an Action
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
Ready to use Hedy AI and Agiled automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
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
Know More About Hedyai and Agiled Integrations
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Frequently Asked Questions
To start, connect both your Hedy AI and Agiled accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in Agiled (or vice versa).
Absolutely. You can customize how Hedy AI 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 Hedy AI 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 Hedy AI 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.
About Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn MoreAbout 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 More
