DEAR Inventory + Agiled Integration

Integrate Agiled to DEAR Inventory in one click, or tell Integrately AI how you want each invoice handled. Create sales orders, update stock levels, sync customer details, and notify your team automatically.

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1.
  • DEAR Inventory
    Order is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Sale invoice is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Stock level is updated in DEAR Inventory Instant
  • DEAR Inventory
    Shipment is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Quote is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Shipment tracking number is changed in DEAR Inventory Instant
  • DEAR Inventory
    Sale pick is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Additional info is added to sale in DEAR Inventory Instant
  • DEAR Inventory
    Sale is void/ undone in DEAR Inventory Instant
  • DEAR Inventory
    Sale pack is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Partial payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Sale is backordered in DEAR Inventory Instant
  • DEAR Inventory
    Supplier is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Credit note is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Customer is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Full payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Attachment is added to sale in DEAR Inventory Instant
  • Agiled
    Employee is created in Agiled Instant
  • Agiled
    Task is created in Agiled Instant
  • Agiled
    Contact is created in Agiled Instant
  • Agiled
    Invoice is created in Agiled Instant
  • Agiled
    Project is created in Agiled Instant
  • Agiled
    Product is created in Agiled Instant
  • Agiled
    Ticket is created in Agiled Instant
  • Agiled
    Contract is created in Agiled Instant
  • Agiled
    Estimate is created in Agiled Instant
  • Agiled
    Account is created in Agiled
  • Agiled
    CRM source is created in Agiled
  • Agiled
    CRM status is created in Agiled
  • Agiled
    Sales agent is created in Agiled
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2.
  • DEAR Inventory
    Search sale in DEAR Inventory
  • DEAR Inventory
    Create sale in DEAR Inventory
  • DEAR Inventory
    Update sale in DEAR Inventory
  • DEAR Inventory
    Add attachment to sale in DEAR Inventory
  • DEAR Inventory
    Create customer in DEAR Inventory
  • DEAR Inventory
    Update customer in DEAR Inventory
  • DEAR Inventory
    Search customer in DEAR Inventory
  • DEAR Inventory
    Create stock adjustment in DEAR Inventory
  • DEAR Inventory
    Search product availability in DEAR Inventory
  • DEAR Inventory
    Add pack to sale in DEAR Inventory
  • DEAR Inventory
    Add shipment to sale in DEAR Inventory
  • DEAR Inventory
    Create supplier in DEAR Inventory
  • DEAR Inventory
    Update supplier in DEAR Inventory
  • DEAR Inventory
    Search supplier in DEAR Inventory
  • DEAR Inventory
    Create product in DEAR Inventory
  • DEAR Inventory
    Update product in DEAR Inventory
  • DEAR Inventory
    Search product in DEAR Inventory
  • DEAR Inventory
    Add payment to sale in DEAR Inventory
  • DEAR Inventory
    Search sale payments in DEAR Inventory
  • DEAR Inventory
    Search Sale Invoice in DEAR Inventory
  • Agiled
    Create contact in Agiled
  • Agiled
    Update contact in Agiled
  • Agiled
    Delete contact in Agiled
  • Agiled
    Create task in Agiled
  • Agiled
    Delete task in Agiled
  • Agiled
    Update task in Agiled
  • Agiled
    Create employee in Agiled
  • Agiled
    Delete employee in Agiled
  • Agiled
    Update employee in Agiled
  • Agiled
    Create project in Agiled
  • Agiled
    Update project in Agiled
  • Agiled
    Delete project in Agiled
  • Agiled
    Create Invoice in Agiled
  • Agiled
    Update Invoice in Agiled
  • Agiled
    Delete invoice in Agiled
  • Agiled
    Create ticket in Agiled
  • Agiled
    Update ticket in Agiled
  • Agiled
    Delete ticket in Agiled
  • Agiled
    Create estimate in Agiled
  • Agiled
    Update estimate in Agiled
  • Agiled
    Delete estimate in Agiled
  • Agiled
    Create contract in Agiled
  • Agiled
    Update contract in Agiled
  • Agiled
    Delete contract in Agiled
  • Agiled
    Create expense in Agiled
  • Agiled
    Update expense in Agiled
  • Agiled
    Delete expense in Agiled
  • Agiled
    Create product in Agiled
  • Agiled
    Update product in Agiled
  • Agiled
    Delete product in Agiled

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Ready Workflows Ready Workflows for Agiled + DEAR Inventory Integration

Create sales orders, track stock levels, update customer records, and sync invoices, all in just one click.

Most popular automationsmost-popular-automations
DEAR Inventory + Agiled Integration

Create Agiled contact for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use Agiled to manage your customer relationships. With the help of this automation, whenever you create a customer in DEAR Inventory, a corresponding contact will be created in Agiled.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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DEAR Inventory + Agiled Integration

Create Agiled task for new DEAR Inventory customer

If you're using DEAR Inventory and Agiled to manage your work, you'll want to make sure that customer-creation task are automatically created in Agiled. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Agiled + DEAR Inventory Integration

Create DEAR Inventory customer from new Agiled contact

Agiled can be integrated with DEAR Inventory to help you manage your invoicing and finances. When a new contact is created in Agiled, a corresponding customer record should be created in DEAR Inventory.

This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.

Setting up this automation is easy - just click on activate and connect your Agiled and DEAR Inventory accounts with Integrately.
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DEAR Inventory + Agiled Integration

Create Agiled task for new DEAR Inventory payment

When you make a payment in DEAR Inventory, be sure to create a task in Agiled! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Connect more apps to your Agiled + DEAR Inventory flow

Capture orders, update accounting records, sync subscriber lists, and notify your team across your entire stack. Pick a combination and activate it in one click.

DEAR Inventory
Agiled
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
S
D
A
Create a DEAR Inventory sales order for every new Shopify order, and generate an invoice in Agiled
New Shopify orders immediately trigger a sales order in DEAR Inventory and an invoice in Agiled without manual data entry.
A
D
S
When a product is created in Agiled, create a product in DEAR Inventory and update Shopify
New Agiled products are instantly provisioned across DEAR Inventory and Shopify to keep your catalog aligned.
D
S
A
When stock level is updated in DEAR Inventory, update the product in Shopify and Agiled
Stock changes in DEAR Inventory propagate instantly to Shopify storefronts and Agiled product records.
S
D
A
When a Shopify customer is created, create a customer in DEAR Inventory and a contact in Agiled
New storefront customers are automatically registered in DEAR Inventory and added as contacts in Agiled.

Supported triggers and actions for DEAR Inventory and Agiled

Mix and match to build the exact automation you need

DEAR Inventory
DEAR Inventory Triggers & Actions
Instant
Order is authorized in DEAR Inventory
Triggers the automation when an order is authorized
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Instant
Sale invoice is authorized in DEAR Inventory
Triggers the automation when a sale invoice is authorized
Try it →
Instant
Stock level is updated in DEAR Inventory
Triggers the automation when the stock level changes
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Instant
Shipment is authorized in DEAR Inventory
Triggers the automation when a shipment is authorized
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Instant
Quote is authorized in DEAR Inventory
Triggers the automation when a quote is authorized
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Instant
Shipment tracking number is changed in DEAR Inventory
Triggers the automation when a shipment tracking number changes
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Instant
Sale pick is authorized in DEAR Inventory
Triggers the automation when a sale pick is authorized
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Instant
Additional info is added to sale in DEAR Inventory
Triggers the automation when additional information is added to a sale
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Instant
Sale is void/ undone in DEAR Inventory
Triggers the automation when a sale is voided or undone
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Instant
Sale pack is authorized in DEAR Inventory
Triggers the automation when a sale pack is authorized
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Instant
Partial payment is created in DEAR Inventory
Triggers the automation when payment is made partially
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Instant
Sale is backordered in DEAR Inventory
Triggers the automation when a sale is backordered
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Instant
Supplier is created/ updated in DEAR Inventory
Triggers the automation when a supplier is created or updated
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Instant
Credit note is authorized in DEAR Inventory
Triggers the automation when a credit note is authorized
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Instant
Customer is created/ updated in DEAR Inventory
Triggers the automation when a new customer is created or an existing customer is updated
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Instant
Full payment is created in DEAR Inventory
Triggers the automation when full payment is received
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Instant
Attachment is added to sale in DEAR Inventory
Triggers the automation when any attachment is added to a sale
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Search sale in DEAR Inventory
Retrieves details of a sale
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Create sale in DEAR Inventory
Creates a new sale entry
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Update sale in DEAR Inventory
Updates sale information
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Add attachment to sale in DEAR Inventory
Attach sale information to email responses
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Create customer in DEAR Inventory
Adds a new customer to the database
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Update customer in DEAR Inventory
Updates a customer's information
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Search customer in DEAR Inventory
Locates and retrieves customer information
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Create stock adjustment in DEAR Inventory
Adjust stock levels in response to inventory changes
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Search product availability in DEAR Inventory
Searches for product availability
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Add pack to sale in DEAR Inventory
Adds a designated pack to a sale order
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Add shipment to sale in DEAR Inventory
Updates sales information with corresponding shipment details
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Create supplier in DEAR Inventory
Creates a new supplier record
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Update supplier in DEAR Inventory
Updates the supplier information
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Search supplier in DEAR Inventory
Searches for a supplier
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Create product in DEAR Inventory
Generates and launch new products
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Update product in DEAR Inventory
Updates product information
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Search product in DEAR Inventory
Searches for a product
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Add payment to sale in DEAR Inventory
Processes payment and updates sale transaction
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Search sale payments in DEAR Inventory
Searches for sale payments
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Search Sale Invoice in DEAR Inventory
Retrieves details of a sale invoice
Try it →
Agiled
Agiled Triggers & Actions
Instant
Employee is created in Agiled
Triggers the automation when an engagement action is created or modified
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Instant
Task is created in Agiled
Triggers the automation when a new task is created
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Instant
Contact is created in Agiled
Triggers the automation when a new contact is created
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Instant
Invoice is created in Agiled
Triggers the automation when any invoice is added or modified
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Instant
Project is created in Agiled
Triggers the automation when a new project is created
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Instant
Product is created in Agiled
Triggers the automation when a new product is created
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Instant
Ticket is created in Agiled
Triggers the automation when a new ticket is created
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Instant
Contract is created in Agiled
Triggers the automation when a new contract is created
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Instant
Estimate is created in Agiled
Triggers the automation when a new estimate is created
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Account is created in Agiled
Triggers the automation when a new account is created
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CRM source is created in Agiled
Triggers the automation when a CRM source is created
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CRM status is created in Agiled
Triggers the automation when a CRM status is created
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Sales agent is created in Agiled
Triggers the automation when a new sales agent is created
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Create contact in Agiled
Adds a new contact to the database
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Update contact in Agiled
Updates contact information with new details
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Delete contact in Agiled
Removes a contact from the address book
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Create task in Agiled
Creates a new task
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Delete task in Agiled
Removes a particular task
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Update task in Agiled
Updates the task with new information or changes
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Create employee in Agiled
Adds a new contact to the contact list
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Delete employee in Agiled
Removes an employee's profile from the system
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Update employee in Agiled
Updates employee information in real-time
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Create project in Agiled
Creates a new project
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Update project in Agiled
Updates project information
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Delete project in Agiled
Removes a project from the system
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Create Invoice in Agiled
Generates invoices for sales transactions
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Update Invoice in Agiled
Updates invoice details based on new information
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Delete invoice in Agiled
Deletes selected invoice records
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Create ticket in Agiled
Generates a new ticket
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Update ticket in Agiled
Updates ticket information
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Delete ticket in Agiled
Removes a ticket from the system
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Create estimate in Agiled
Adds a new contact to the contact list
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Update estimate in Agiled
Revise and adjust cost projections in the estimate based on new data inputs
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Delete estimate in Agiled
Removes an estimate entry from the database
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Create contract in Agiled
Generates a contract document based on particular criteria
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Update contract in Agiled
Updates contract details and terms as needed
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Delete contract in Agiled
Removes a particular contract from the database
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Create expense in Agiled
Generates a new expense record
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Update expense in Agiled
Updates expenses with new information
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Delete expense in Agiled
Removes an expense from the system
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Create product in Agiled
Generates and launch new products
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Update product in Agiled
Updates product information
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Delete product in Agiled
Removes a selected product from the database
Try it →

What can you automate with Agiled + DEAR Inventory?

Streamline your order fulfillment, invoicing, and customer management with powerful automated workflows between Agiled and DEAR Inventory.

What you can automate?
📦
Sync sales orders and invoices automatically
Trigger sales orders in DEAR Inventory the moment an invoice is created in Agiled, eliminating duplicate data entry across your business systems.
📋
Capture every submitted field and item detail
Map complete order line items, product attributes, and customer notes between Agiled and DEAR Inventory without losing critical transaction data.
🔔
Alert your team the moment orders are authorized
Send instant notifications to your fulfillment or sales channels whenever new stock levels update or sales orders are authorized.
🔀
Route records based on submitted order values
Apply conditional logic to handle high-value orders differently, creating priority invoices and alerting management on special accounts.
🔄
Keep inventory and billing records up to date
Reflect stock adjustments and inventory changes across Agiled product databases and DEAR Inventory catalogues in real time.
👤
Create or update customer profiles seamlessly
Synchronize customer and supplier records across Agiled and DEAR Inventory to prevent duplicate entries and outdated contact info.
💳
Manage payments and partial fulfillment updates
Update invoice statuses automatically when full or partial payments are recorded against sales in DEAR Inventory.
💬
Extend your workflow to messaging and marketing apps
Connect your core Agiled and DEAR Inventory flow with Slack, Google Sheets, or Mailchimp to notify teams and log backup data effortlessly.
And much more...

Who is Agiled + DEAR Inventory integration for?

Operations managers, finance teams, and warehouse supervisors eliminate manual data entry between Agiled and DEAR Inventory to keep inventory and billing perfectly synchronized.

Operations Directors
Operations Directors
Warehouse Supervisors
Warehouse Supervisors
Account Managers
Account Managers
E-commerce Store Owners
E-commerce Store Owners
Sales Representatives
Sales Representatives
Finance Teams
Finance Teams
📈
Operations Directors
You review fulfillment and billing metrics daily, but your reports lag behind because sales orders and invoices are entered by hand — with this integration, every authorized order updates your inventory and billing records instantly, keeping your operational metrics accurate.
Warehouse Supervisors
You manage packing schedules and stock levels, but delayed notifications mean you find out about new sales after inventory has already shifted — automating both apps means every authorized order updates stock levels immediately, giving your team real-time visibility.
🤝
Account Managers
You need to provide clients with up-to-date project invoices and order statuses, but scattered records cause communication delays — this integration means every invoice and customer update syncs across your systems, ensuring your client discussions are always based on current data.
🛒
E-commerce Store Owners
You process high volumes of storefront transactions, but manual data transfers between sales channels and your back-office lead to frequent overselling errors — connecting these apps means every transaction generates correct orders and invoices automatically without manual effort.
💼
Sales Representatives
You close deals and create client contracts in Agiled, but waiting for fulfillment teams to log stock in DEAR Inventory slows down customer onboarding — with this integration, new invoices and customer profiles trigger fulfillment workflows instantly so you can onboard clients faster.
📊
Finance Teams
You reconcile payments and track revenue, but missing ledger entries and fragmented records create gaps in your financial audit history — automating both apps means every payment and invoice syncs reliably across your financial stack, ensuring complete audit trails.
Our team

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Why choose Integrately to automate DEAR Inventory + Agiled

Build and manage your DEAR Inventory + Agiled automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect DEAR Inventory + Agiled with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Agiled to DEAR Inventory?
Frequently Asked Questions
You can connect Agiled to DEAR Inventory in 1 click using ready workflows or build custom flows with Integrately AI. It connects your tools instantly alongside apps like Shopify, QuickBooks Online, and Slack.
Can I automatically create DEAR Inventory sales orders when an Agiled invoice is created?
Frequently Asked Questions
Can I connect Agiled, DEAR Inventory, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agiled and DEAR Inventory?
Frequently Asked Questions
How are customer records handled between Agiled and DEAR Inventory?
Frequently Asked Questions
Can stock updates in DEAR Inventory modify Agiled products?
Frequently Asked Questions
Do I need coding skills to automate Agiled and DEAR Inventory?
Frequently Asked Questions
Is the Agiled and DEAR Inventory integration free?
Frequently Asked Questions
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You Can Also Connect Agiled or DEAR Inventory With 1500+ Other Apps

Agiled
Popular Agiled Integrations
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DEAR Inventory
Popular DEAR Inventory Integrations
Sync DEAR Inventory with e-commerce platforms, shipping providers, and accounting systems to optimize order fulfillment and stock tracking.