Connect klenty and Agiled to Build Intelligent Automations
Choose a Trigger
When this happens...
Prospect Unsubscribe
Cadence First Reply
On Bounce
On Cadence Completed
On Click
On Open
On Reply
On Send Prospect
On Start Cadence
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 klenty and Agiled automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
On Click
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
On Open
Triggered when a recipient opens an email sent from Klenty.
Do thisActions
Action is the task that follows automatically within your klenty integrations.
Create Prospect
Add a new prospect to Klenty using contact and company details, optional list, tags, and owner.
Change Status to Do Not Contact
Mark the prospect's email in Klenty as Do Not Contact to stop further outreach.
Revert Prospect Status From Do Not Contact
Set a prospect's status to Do Not Contact using their email address.
Start an email cadence
Start an email cadence to send personalized emails and automated follow-ups to a contact.
Stop All Mails to Prospect
Stop all scheduled emails and automated follow-ups to the specified prospect using their email address.
Stop cadence
Stop an active cadence for a prospect using their email.
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Frequently Asked Questions
To start, connect both your klenty and Agiled accounts to viaSocket. Once connected, you can set up a workflow where an event in klenty triggers actions in Agiled (or vice versa).
Absolutely. You can customize how klenty 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 klenty 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 klenty 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 klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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
