Connect KarmaCRM and Agiled
Integrate KarmaCRM with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular KarmaCRM + Agiled flows
Start from a real workflow other teams are already running.
Choose a trigger
KarmaCRM
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an action
Agiled
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
Add Product in Agiled when Company Created in Karmacrm
Use this flowAdd Project in Agiled when Company Created in Karmacrm
Use this flowCreate Contact in Agiled when Company Created in Karmacrm
Use this flowCreate Expense in Agiled when Company Created in Karmacrm
Use this flowCreate a Task in Agiled when Company Created in Karmacrm
Use this flowAdd Invoice in Agiled when Company Created in Karmacrm
Use this flowUpdate product in Agiled when Company Created in Karmacrm
Use this flowUpdate Project in Agiled when Company Created in Karmacrm
Use this flowCreate Estimate in Agiled when Company Created in Karmacrm
Use this flowUpdate Contact in Agiled when Company Created in Karmacrm
Use this flowSupported Triggers & Actions
Everything you can automate between KarmaCRM and Agiled.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your KarmaCRM integrations.
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Finds an existing company.
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 KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn more
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 KarmaCRM 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 KarmaCRM 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 KarmaCRM triggers actions in Agiled, and a separate workflow where Agiled triggers actions in KarmaCRM. 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 KarmaCRM and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KarmaCRM 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.
