Connect OnePage CRM and Agiled
Integrate OnePage CRM with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact hold in OnePage CRM when New contact created in Agiled
Create Call in Onepagecrm when New contact created in Agiled
Create Deal in Onepagecrm when New contact created in Agiled
Create Note in Onepagecrm when New contact created in Agiled
Create Action in Onepagecrm when New contact created in Agiled
Popular OnePage CRM + Agiled flows
Start from a real workflow other teams are already running.
Choose a trigger
OnePage CRM
When this happens...
- Request a new Trigger for OnePage CRM
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 Projects
List Tasks
List Tickets
List Expenses
List Contacts
List Accounts
List Event Types
List Deals
List CRM Pipeline Stages
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
Find Payments
Create Contact hold in OnePage CRM when New contact created in Agiled
Use this flowCreate Call in Onepagecrm when New contact created in Agiled
Use this flowCreate Deal in Onepagecrm when New contact created in Agiled
Use this flowCreate Note in Onepagecrm when New contact created in Agiled
Use this flowCreate Action in Onepagecrm when New contact created in Agiled
Use this flowUpdate Deal in Onepagecrm when New contact created in Agiled
Use this flowFind Contact in Onepagecrm when New contact created in Agiled
Use this flowFind Deal in Onepagecrm when New contact created in Agiled
Use this flowFind User in Onepagecrm when New contact created in Agiled
Use this flowCreate Contact hold in OnePage CRM when Deal Status Changed in Agiled
Use this flowSupported Triggers & Actions
Everything you can automate between OnePage CRM and Agiled.
When this happensTriggers
A trigger is an event that starts a workflow.
New contact created
Runs when a new deal 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 OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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 OnePage CRM 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 OnePage CRM 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 OnePage CRM triggers actions in Agiled, and a separate workflow where Agiled triggers actions in OnePage CRM. 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 OnePage CRM and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OnePage CRM 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.
