Create integrations between ShareFile and Agiled
Add Product in Agiled when New File in ShareFile
Add Project in Agiled when New File in ShareFile
Create Contact in Agiled when New File in ShareFile
Create Expense in Agiled when New File in ShareFile
Create a Task in Agiled when New File in ShareFile
Add Invoice in Agiled when New File in ShareFile
Update product in Agiled when New File in ShareFile
Update Project in Agiled when New File in ShareFile
Create Estimate in Agiled when New File in ShareFile
Update Contact in Agiled when New File in ShareFile
Actions and Triggers
Triggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Actions
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
Create Folder
Creates a folder in the chosen folder.
Add Product
Use this action to add products in agiled.app
Add Project
Use this action to add Projects in agiled.app
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Frequently Asked Questions
About ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
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.
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