Connect Agiled to WhatConverts and automate any workflow
![Agiled](https://zapier-images.imgix.net/storage/developer_cli/8d253da55ae61780bfdd4d3caeb99dbc.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Agiled](https://zapier-images.imgix.net/storage/developer_cli/8d253da55ae61780bfdd4d3caeb99dbc.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![WhatConverts](https://zapier-images.imgix.net/storage/services/ca8763a76b92c013b3348e2e949ffe06.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![WhatConverts](https://zapier-images.imgix.net/storage/services/ca8763a76b92c013b3348e2e949ffe06.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Agiled with WhatConverts - no code necessary. See how you can get setup in minutes.
Select a trigger from Agiled
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from WhatConverts
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Agiled to WhatConverts
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Agiled and WhatConverts to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Agiled and WhatConverts to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Created
Triggers when a contract is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Created
Triggers when an estimate is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Get Contract Types
Triggers when list of contract types required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Departments
Triggers when departments list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Expenses
Triggers when list of expenses needed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Tasks
Triggers when tasks list needed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Ticket Agents
Triggers when list of ticket agents required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Invoice Created
Triggers when an invoice is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New CRM Source
Triggers when a new crm source is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New CRM Status
Triggers when a new crm status is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Product Created
Triggers when a product is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Created
Triggers when a task is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Employee IdRequired
- NameRequired
- EmailRequired
- PasswordRequired
- Slack Username
- Hourly Rate
- Joining DateRequired
- Department IdRequired
- Designation IdRequired
- GenderRequired
- LoginRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Start DateRequired
- Deadline
- Notes
- Client Id
- Status
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency IdRequired
- Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- AmountRequired
- Contract Type IdRequired
- Start DateRequired
- End DateRequired
- Description
- Client Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item NameRequired
- Purchase DateRequired
- Currency IdRequired
- Member/User IdRequired
- Purchase From
- PriceRequired
- Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start DateRequired
- Due DateRequired
- PriorityRequired
- Description
- Member/User IdRequired
- Project Id
- Task Category Id
- Dependent Task Id
- Heading/TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Job Title
- Twitter
- Linkedin
- Skype
- Note
- Tags
- Account Id
- Owner
- CRM Source
- CRM Status
- CRM Stage
- Next Follow Up
- Last Contacted
- Type
- City
- State
- Postal Code
- Address Line 1
- Address Line 2
- Country
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- NameRequired
- EmailRequired
- PasswordRequired
- Slack Username
- Hourly Rate
- Joining DateRequired
- Department IdRequired
- Designation IdRequired
- GenderRequired
- LoginRequired
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item NameRequired
- Purchase DateRequired
- Currency IdRequired
- Member/User IdRequired
- Status
- Purchase From
- PriceRequired
- IdRequired
- Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- PriceRequired
- Description
- IdRequired
- Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Heading/TitleRequired
- Description
- Start DateRequired
- Due DateRequired
- Member/User IdRequired
- PriorityRequired
- Task Category Id
- Dependent Task Id
- Project Id
- Status
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)Required
- Phone Calls (In Progress)Required
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)Required
- EmailsRequired
- AppointmentRequired
- OtherRequired
- ProfileRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ProfileRequired
- Account Id
- Lead Type
- Lead Status
- Start DateRequired
- End DateRequired
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- Lead IDRequired
- Lead Type
- Lead Status
- Start DateRequired
- End DateRequired
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- Member/User IdRequired
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Employee Created
Triggers when an employee is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Get Contacts
Triggers when list of contacts needed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Currencies
Triggers when new currency is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Designations
Triggers when designations list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Projects
Triggers when projects list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Task Categories
Triggers when task categories list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Users
Triggers when users list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New CRM Stage
Triggers when a new crm stage is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Agent
Triggers when a new sales agent is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Project Created
Triggers when a project is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Created
Triggers when a ticket is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Id
- Client Id
- Invoice NumberRequired
- Issue DateRequired
- Due DateRequired
- Sub TotalRequired
- Discount
- Discount Type
- TotalRequired
- Currency IdRequired
- Status
- Recurring PaymentRequired
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- EmailRequired
- Phone
- Job Title
- Facebook
- Twitter
- Linkedin
- Skype
- Note
- Tags
- Account Id
- Owner
- CRM Source
- CRM Status
- CRM Stage
- Next Follow Up
- Last Contacted
- Type
- City
- State
- Postal Code
- Address Line 1
- Address Line 2
- Country
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Id
- Estimate NumberRequired
- Valid TillRequired
- Sub TotalRequired
- TotalRequired
- Currency IdRequired
- Note
- Discount
- Discount Type
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- PriceRequired
- Description
- Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member/User IdRequired
- SubjectRequired
- Status
- PriorityRequired
- Agent Id
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- AmountRequired
- Contract Type IdRequired
- Start DateRequired
- End DateRequired
- Description
- Contract Detail
- IdRequired
- Client Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Id
- Estimate NumberRequired
- Valid TillRequired
- Sub TotalRequired
- TotalRequired
- Currency IdRequired
- Status
- Note
- Discount
- Discount Type
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id
- Client Id
- Issue DateRequired
- Due DateRequired
- Sub TotalRequired
- Discount
- Discount Type
- TotalRequired
- Currency IdRequired
- Status
- Recurring PaymentRequired
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- IdRequired
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Start DateRequired
- Deadline
- Notes
- Client Id
- Status
- IdRequired
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency IdRequired
- Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Status
- PriorityRequired
- IdRequired
- Agent Id
- Member/User IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)Required
- Phone Calls (In Progress)Required
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)Required
- EmailsRequired
- AppointmentRequired
- OtherRequired
- ProfileRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead Type
- Send Notification
- ProfileRequired
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
- IP Address
- Email Address
- Phone Number
- Member/User IdRequired
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- Lead IDRequired
- Lead Type
- Lead Status
- Start DateRequired
- End DateRequired
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- Member/User IdRequired
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProfileRequired
- Lead Type
- Lead Status
- Start DateRequired
- End DateRequired
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Send Notification
- Date & Time
- WC Client Current
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
- IP Address
- Email Address
- Phone Number
- Member/User IdRequired
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found