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How Zapier works

Zapier makes it easy to integrate Agiled with Zapier Tables - no code necessary. See how you can get setup in minutes.

Select a trigger from Agiled

A trigger is an event that starts your Zap and runs the workflow. For example, with Agiled, a trigger could be "Contract Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zapier Tables

An action is what takes place after the automation is triggered. For example, with Zapier Tables, the action could be "Calculate Summary Formula."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Agiled to Zapier Tables

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Agiled to Zapier Tables integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Agiled and Zapier Tables 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.
Trigger
Instant
Try It
Estimate Created
Triggers when an estimate is created inside app or through API call.
Trigger
Instant
Try It
Get Contract Types
Triggers when list of contract types required.
Trigger
Scheduled
Try It
Get Departments
Triggers when departments list required.
Trigger
Scheduled
Try It
Get Expenses
Triggers when list of expenses needed.
Trigger
Scheduled
Try It

Get Tasks
Triggers when tasks list needed.
Trigger
Scheduled
Try It
Get Ticket Agents
Triggers when list of ticket agents required.
Trigger
Scheduled
Try It

Invoice Created
Triggers when an invoice is created inside app or through API call.
Trigger
Instant
Try It
New CRM Source
Triggers when a new crm source is created.
Trigger
Scheduled
Try It
New CRM Status
Triggers when a new crm status is created.
Trigger
Scheduled
Try It
Product Created
Triggers when a product is created inside app or through API call.
Trigger
Instant
Try It
Task Created
Triggers when a task is created inside app or through API call.
Trigger
Instant
Try It
- Employee Id
  Required
- Name
  Required
- Email
  Required
- Password
  Required
- Slack Username
- Hourly Rate
- Joining Date
  Required
- Department Id
  Required
- Designation Id
  Required
- Gender
  Required
- Login
  Required
Action
Write
- Project Name
  Required
- Start Date
  Required
- Deadline
- Notes
- Client Id
- Status
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
  Required
- Hours Allocated
Action
Write
- Subject
  Required
- Amount
  Required
- Contract Type Id
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Client Id
Action
Write
- Item Name
  Required
- Purchase Date
  Required
- Currency Id
  Required
- Member/User Id
  Required
- Purchase From
- Price
  Required
- Project Id
Action
Write
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Description
- Member/User Id
  Required
- Project Id
- Task Category Id
- Dependent Task Id
- Heading/Title
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Email
  Required
- 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
- Role
  Required
Action
Write
- Employee Id
  Required
- Name
  Required
- Email
  Required
- Password
  Required
- Slack Username
- Hourly Rate
- Joining Date
  Required
- Department Id
  Required
- Designation Id
  Required
- Gender
  Required
- Login
  Required
- Id
  Required
Action
Write
- Item Name
  Required
- Purchase Date
  Required
- Currency Id
  Required
- Member/User Id
  Required
- Status
- Purchase From
- Price
  Required
- Id
  Required
- Project Id
Action
Write
- Name
  Required
- Price
  Required
- Description
- Id
  Required
- Allow Purchase
Action
Write
- Heading/Title
  Required
- Description
- Start Date
  Required
- Due Date
  Required
- Member/User Id
  Required
- Priority
  Required
- Task Category Id
- Dependent Task Id
- Project Id
- Status
- Id
  Required
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Field
  Required
- Summary Formula
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Field
  Required
- Aggregate Function
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Name
  Required
- Description
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table Name
  Required
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search or write

Employee Created
Triggers when an employee is created inside app or through API call.
Trigger
Instant
Try It
Get Contacts
Triggers when list of contacts needed.
Trigger
Scheduled
Try It
Get Currencies
Triggers when new currency is created.
Trigger
Scheduled
Try It
Get Designations
Triggers when designations list required.
Trigger
Scheduled
Try It
Get Projects
Triggers when projects list required.
Trigger
Scheduled
Try It
Get Task Categories
Triggers when task categories list required.
Trigger
Scheduled
Try It
Get Users
Triggers when users list required.
Trigger
Scheduled
Try It
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New CRM Stage
Triggers when a new crm stage is created.
Trigger
Scheduled
Try It
New Sales Agent
Triggers when a new sales agent is created.
Trigger
Scheduled
Try It
Project Created
Triggers when a project is created inside app or through API call.
Trigger
Instant
Try It
Ticket Created
Triggers when a ticket is created inside app or through API call.
Trigger
Instant
Try It
- Project Id
- Client Id
- Invoice Number
  Required
- Issue Date
  Required
- Due Date
  Required
- Sub Total
  Required
- Discount
- Discount Type
- Total
  Required
- Currency Id
  Required
- Status
- Recurring Payment
  Required
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- 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
- Role
  Required
Action
Write
- Client Id
- Estimate Number
  Required
- Valid Till
  Required
- Sub Total
  Required
- Total
  Required
- Currency Id
  Required
- Note
- Discount
- Discount Type
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- Name
  Required
- Price
  Required
- Description
- Allow Purchase
Action
Write
- Member/User Id
  Required
- Subject
  Required
- Status
- Priority
  Required
- Agent Id
- Description
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Subject
  Required
- Amount
  Required
- Contract Type Id
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Contract Detail
- Id
  Required
- Client Id
Action
Write
- Client Id
- Estimate Number
  Required
- Valid Till
  Required
- Sub Total
  Required
- Total
  Required
- Currency Id
  Required
- Status
- Note
- Discount
- Discount Type
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
- Id
  Required
Action
Write
- Project Id
- Client Id
- Issue Date
  Required
- Due Date
  Required
- Sub Total
  Required
- Discount
- Discount Type
- Total
  Required
- Currency Id
  Required
- Status
- Recurring Payment
  Required
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Id
  Required
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- Project Name
  Required
- Start Date
  Required
- Deadline
- Notes
- Client Id
- Status
- Id
  Required
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
  Required
- Hours Allocated
Action
Write
- Subject
  Required
- Status
- Priority
  Required
- Id
  Required
- Agent Id
- Member/User Id
  Required
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search

Learn how to automate Agiled on the Zapier blog

Learn how to automate Zapier Tables on the Zapier blog

About Agiled

Agiled is an all in one business management platform designed to help you manage employees, projects , tasks, track your time, create professional contracts, track expenses and send professional invoices that get you paid faster.

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About Zapier Tables

Zapier Tables is a no-code database built for automation.

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