AITable.ai + Agiled Integration

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1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Scheduled time reached in AITable.ai
Triggers the automation when a scheduled time is reached
Instant
Record matches conditions in AITable.ai
Triggers the automation when a record meets specified conditions
Instant
Form is submitted in AITable.ai
Triggers the automation when a form is submitted
Instant
Record is created in AITable.ai
Triggers the automation when a new record is created
Instant
Employee is created in Agiled
Triggers the automation when an engagement action is created or modified
Instant
Task is created in Agiled
Triggers the automation when a new task is created
Instant
Contact is created in Agiled
Triggers the automation when a new contact is created
Instant
Invoice is created in Agiled
Triggers the automation when any invoice is added or modified
Instant
Project is created in Agiled
Triggers the automation when a new project is created
Instant
Product is created in Agiled
Triggers the automation when a new product is created
Instant
Ticket is created in Agiled
Triggers the automation when a new ticket is created
Instant
Contract is created in Agiled
Triggers the automation when a new contract is created
Instant
Estimate is created in Agiled
Triggers the automation when a new estimate is created
Instant
Account is created in Agiled
Triggers the automation when a new account is created
CRM source is created in Agiled
Triggers the automation when a CRM source is created
CRM status is created in Agiled
Triggers the automation when a CRM status is created
Sales agent is created in Agiled
Triggers the automation when a new sales agent is created

Search record in AITable.ai
Automatically searches for a specific record
Delete record in AITable.ai
Automatically deletes a record
Update record in AITable.ai
Automatically updates an existing record
Create record in AITable.ai
Automatically creates a new record
Create contact in Agiled
Adds a new contact to the database
Update contact in Agiled
Updates contact information with new details
Delete contact in Agiled
Removes a contact from the address book
Create task in Agiled
Creates a new task
Delete task in Agiled
Removes a particular task
Update task in Agiled
Updates the task with new information or changes
Create employee in Agiled
Adds a new contact to the contact list
Delete employee in Agiled
Removes an employee's profile from the system
Update employee in Agiled
Updates employee information in real-time
Create project in Agiled
Creates a new project
Update project in Agiled
Updates project information
Delete project in Agiled
Removes a project from the system
Create Invoice in Agiled
Generates invoices for sales transactions
Update Invoice in Agiled
Updates invoice details based on new information
Delete invoice in Agiled
Deletes selected invoice records
Create ticket in Agiled
Generates a new ticket
Update ticket in Agiled
Updates ticket information
Delete ticket in Agiled
Removes a ticket from the system
Create estimate in Agiled
Adds a new contact to the contact list
Update estimate in Agiled
Revise and adjust cost projections in the estimate based on new data inputs
Delete estimate in Agiled
Removes an estimate entry from the database
Create contract in Agiled
Generates a contract document based on particular criteria
Update contract in Agiled
Updates contract details and terms as needed
Delete contract in Agiled
Removes a particular contract from the database
Create expense in Agiled
Generates a new expense record
Update expense in Agiled
Updates expenses with new information
Delete expense in Agiled
Removes an expense from the system
Create product in Agiled
Generates and launch new products
Update product in Agiled
Updates product information
Delete product in Agiled
Removes a selected product from the database

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You Can Also Connect AITable.ai or Agiled With 1200+ Other Apps

AITable.ai revolutionizes data management with a seamless database-spreadsheet interface, customizable forms, & AI-powered features like automated chatbots. It offers a user-friendly experience ideal for project management, CRM, and boosting productivity.

See AITable.ai Integrations

Agiled is the easiest way to manage your business, save time and get paid faster. Be it - managing employees or projects, tracking hours or tasks, creating professional contracts or invoices - Agiled is the tool for you!

See Agiled Integrations