Connect Leadrat and Agiled
Integrate Leadrat with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Leadrat + Agiled flows
Start from a real workflow other teams are already running.
Choose a trigger
Leadrat
When this happens...
- Request a new Trigger for Leadrat
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
Get Leads in Leadrat when New Task Created in Agiled
Use this flowGet Leads in Leadrat when New File Created in Agiled
Use this flowCreate Lead in Leadrat when New Payment Received in Agiled
Use this flowGet Leads in Leadrat when New Payment Received in Agiled
Use this flowCreate Lead in Leadrat when New Deal Created in Agiled
Use this flowCreate Lead in Leadrat when Invoice Paid in Agiled
Use this flowCreate Lead in Leadrat when New Estimate Created in Agiled
Use this flowCreate Lead in Leadrat when New File Created in Agiled
Use this flowCreate Lead in Leadrat when New Leave Request in Agiled
Use this flowGet Leads in Leadrat when Leave Rejected in Agiled
Use this flowSupported Triggers & Actions
Everything you can automate between Leadrat and Agiled.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Updated Document
Runs when a document is updated in a chosen workspace or document type.
New Document Created
Runs when new document is created in a selected workspace or folder.
Do thisActions
Action is the task that follows automatically within your Leadrat integrations.
Create Lead
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get Leads
Get All Leads from LeadRAT
Create Product
Create a product or service with name, price, currency, description, and optional advanced settings.
Create Project
Create a project with name, dates (exact or days), owner, budget, status, and visibility.
Create Contact
Create a contact and set first name, last name, email, phone, role, and assigned user.
Create Expense
create a expense in agiled.app
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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From idea to automation.
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 Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Leadrat 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 Leadrat 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 Leadrat triggers actions in Agiled, and a separate workflow where Agiled triggers actions in Leadrat. 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 Leadrat and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Leadrat 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.
