Bit Form + Agiled Integration

Connect Bit Form to Agiled - Automate your workflows in 1-click

With Bit Form automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of Agiled automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Bit Form + Agiled integration.

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Ready Workflows For Bit Form + Agiled Integration

Just click on the workflow you want to automate

Create Agiled contact for new Bit Form response

When someone completes your Bit Form, a new contact is automatically created in your Agiled. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Bit Form is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Bit Form - Agiled integration set up makes it easy to manage your customer relationships and grow your business.

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Create Agiled task for new Bit Form response

Automatically creating a Agiled task for every new Bit Form response not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no response will fall through the cracks and that your Agiled team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!

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Create Agiled task for new Bit Form response

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When New form is submitted in Bit Form > Create contact in Agiled > Create task in Agiled

When New form is submitted in Bit Form then Create contact in Agiled and Create task in Agiled

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When New form is submitted in Bit Form > Create employee in Agiled > Create task in Agiled

When New form is submitted in Bit Form then Create employee in Agiled and Create task in Agiled

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When New form is submitted in Bit Form > Check any condition > Create contact in Agiled

Bit Form + Agiled Integration

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When New form is submitted in Bit Form > Check any condition > Create employee in Agiled

Bit Form + Agiled Integration

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Create Your Own Bit Form & Agiled Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Form is submitted in Bit Form
Triggers the automation whenever a new form is submitted
Instant
Employee is created in Agiled
Triggers the automation whenever an engagement action is created or modified
Instant
Task is created in Agiled
Triggers the automation whenever a new task is created
Instant
Contact is created in Agiled
Triggers the automation whenever a new contact is created
Instant
Invoice is created in Agiled
Triggers the automation whenever any invoice is added or modified
Instant
Project is created in Agiled
Triggers the automation whenever a new project is created
Instant
Product is created in Agiled
Triggers the automation whenever a new product is created
Instant
Ticket is created in Agiled
Triggers the automation whenever a new ticket is created
Instant
Contract is created in Agiled
Triggers the automation whenever a new contract is created
Instant
Estimate is created in Agiled
Triggers the automation whenever a new estimate is created
Instant
Account is created in Agiled
Triggers the automation whenever a new account is created
CRM source is created in Agiled
Triggers the automation whenever a CRM source is created
CRM status is created in Agiled
Triggers the automation whenever a CRM status is created
Sales agent is created in Agiled
Triggers the automation whenever a new sales agent is created

Add record in Bit Form
Automatically creates a new entry
Delete record in Bit Form
Automatically deletes the particular record
Update record in Bit Form
Automatically updates a record with new information
Get all forms in Bit Form
Automatically retrieves all available forms with
Get all entries in Bit Form
Automatically retrieves all available entries stored
Create contact in Agiled
Automatically adds a new contact to the database
Update contact in Agiled
Automatically updates contact information with new details
Delete contact in Agiled
Automatically removes a contact from the address book
Create task in Agiled
Automatically creates a new task
Delete task in Agiled
Automatically removes a particular task
Update task in Agiled
Automatically updates the task with new information or changes
Create employee in Agiled
Automatically adds a new contact to the contact list
Delete employee in Agiled
Automatically removes an employee's profile from the system
Update employee in Agiled
Automatically updates employee information in real-time
Create project in Agiled
Automatically creates a new project
Update project in Agiled
Automatically updates project information
Delete project in Agiled
Automatically removes a project from the system
Create Invoice in Agiled
Automatically generates invoices for sales transactions
Update Invoice in Agiled
Automatically updates invoice details based on new information
Delete invoice in Agiled
Automatically deletes selected invoice records
Create ticket in Agiled
Automatically generates a new ticket
Update ticket in Agiled
Automatically updates ticket information
Delete ticket in Agiled
Automatically removes a ticket from the system
Create estimate in Agiled
Automatically adds a new contact to the contact list
Update estimate in Agiled
Automatically revise and adjust cost projections in the estimate based on new data inputs
Delete estimate in Agiled
Automatically removes an estimate entry from the database
Create contract in Agiled
Automatically generates a contract document based on particular criteria
Update contract in Agiled
Automatically updates contract details and terms as needed
Delete contract in Agiled
Automatically removes a particular contract from the database
Create expense in Agiled
Automatically generates a new expense record
Update expense in Agiled
Automatically updates expenses with new information
Delete expense in Agiled
Automatically removes an expense from the system
Create product in Agiled
Automatically generates and launch new products
Update product in Agiled
Automatically updates product information
Delete product in Agiled
Automatically removes a selected product from the database

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Bit Form & Agiled In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Bit Form or Agiled With 1200+ Other Apps

Bit Form is a WordPress form builder that helps you build any kind of form, with its intuitive drag and drop interface. Without writing a single line of code, you can create beautiful forms in minutes.

See Bit Form 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

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Bit Form + Agiled Integration

Connect Bit Form to Agiled - Automate your workflows in 1-click

Ready Workflows For Bit Form + Agiled Integration

Create Agiled contact for new Bit Form response

Create Agiled task for new Bit Form response

Create Agiled task for new Bit Form response

When New form is submitted in Bit Form > Create contact in Agiled > Create task in Agiled

When New form is submitted in Bit Form > Create employee in Agiled > Create task in Agiled

When New form is submitted in Bit Form > Check any condition > Create contact in Agiled

When New form is submitted in Bit Form > Check any condition > Create employee in Agiled

Create Your Own Bit Form & Agiled Integration Without Any Code

Integrate Bit Form & Agiled In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Bit Form or Agiled With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Bit Form + Agiled Integration

Connect Bit Form to Agiled - Automate your workflows in 1-click

Ready Workflows For Bit Form + Agiled Integration

Create Agiled contact for new Bit Form response

Create Agiled task for new Bit Form response

Create Agiled task for new Bit Form response

When New form is submitted in Bit Form > Create contact in Agiled > Create task in Agiled

When New form is submitted in Bit Form > Create employee in Agiled > Create task in Agiled

When New form is submitted in Bit Form > Check any condition > Create contact in Agiled

When New form is submitted in Bit Form > Check any condition > Create employee in Agiled

Create Your Own Bit Form & Agiled Integration Without Any Code

Integrate Bit Form & Agiled In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Bit Form or Agiled With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Bit Form & Agiled In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.