Connect WhatConverts and Agiled
Integrate WhatConverts with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Product in Agiled when When a new lead is created in WhatConvert
Add Project in Agiled when When a new lead is created in WhatConvert
Create Contact in Agiled when When a new lead is created in WhatConvert
Create Expense in Agiled when When a new lead is created in WhatConvert
Create a Task in Agiled when When a new lead is created in WhatConvert
Popular WhatConverts + Agiled flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConverts
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
Agiled
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
Add Product in Agiled when When a new lead is created in WhatConvert
Use this flowAdd Project in Agiled when When a new lead is created in WhatConvert
Use this flowCreate Contact in Agiled when When a new lead is created in WhatConvert
Use this flowCreate Expense in Agiled when When a new lead is created in WhatConvert
Use this flowCreate a Task in Agiled when When a new lead is created in WhatConvert
Use this flowAdd Invoice in Agiled when When a new lead is created in WhatConvert
Use this flowUpdate product in Agiled when When a new lead is created in WhatConvert
Use this flowUpdate Project in Agiled when When a new lead is created in WhatConvert
Use this flowCreate Estimate in Agiled when When a new lead is created in WhatConvert
Use this flowUpdate Contact in Agiled when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConverts and Agiled.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
Do thisActions
Action is the task that follows automatically within your WhatConverts integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
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 WhatConverts
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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 WhatConverts 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 WhatConverts 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 WhatConverts triggers actions in Agiled, and a separate workflow where Agiled triggers actions in WhatConverts. 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 WhatConverts and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConverts 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.
