Connect Platoforms and Agiled to Build Intelligent Automations

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Platoforms

When this happens...

Choose an Action

Agiled

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Created

Form Created

Trigger when a new form is created.

Request a new Trigger for Platoforms

Do thisActions

Action is the task that follows automatically within your Platoforms integrations.

Search Form

Search Form

Find the details of a form by its id.

Add Product

Add Product

Use this action to add products in agiled.app

Add Project

Add Project

Use this action to add Projects in agiled.app

Create Contact

Create Contact

Create a contact with role lead

Create Expense

Create Expense

create a expense in agiled.app

Create a Task

Create a Task

Create A task in agiled.app

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Frequently Asked Questions

How do I start an integration between Platoforms and Agiled?

To start, connect both your Platoforms and Agiled accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Agiled (or vice versa).

Can we customize how data from Platoforms is recorded in Agiled?

Absolutely. You can customize how Platoforms 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.

How often does the data sync between Platoforms and Agiled?

The data sync between Platoforms and Agiled typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Platoforms to Agiled?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Platoforms and Agiled?

Yes, you can set conditional logic to control the flow of data between Platoforms 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.

Platoforms

About Platoforms

PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.

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Agiled

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.

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