Agiled + Instantly Integration

Connect Agiled to Instantly - Automate your workflows in 1-click

Make use of Agiled automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Instantly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Agiled & Instantly using Integrately.

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Ready Workflows For Agiled + Instantly Integration

Just click on the workflow you want to automate

When Contact is created in Agiled > Check condition > Update lead status in Instantly

Agiled + Instantly Integration

Activate

When Employee is created in Agiled > Check condition > Update lead status in Instantly

Agiled + Instantly Integration

Activate

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Create Your Own Agiled & Instantly Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

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
Email is sent in Instantly
Triggers the automation when an email is sent
Instant
Reply is received in Instantly
Triggers the automation when a reply is received
Instant
Email is bounced in Instantly
Triggers the automation when an email bounces
Instant
Campaign is completed in Instantly
Triggers the automation when a campaign is completed
Instant

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
Update lead status in Instantly
Create tag in Instantly
Automatically creates a new tag
Delete tag in Instantly
Automatically deletes a tag
Add tag to account in Instantly
Automatically adds a tag to an account
Add tag to campaign in Instantly
Automatically adds a tag to a campaign
Add lead to campaign in Instantly
Automatically adds a lead to a campaign
Remove lead from campaign in Instantly
Automatically removes a lead from a campaign
Remove tag from contact in Instantly
Remove tag from campaign in Instantly

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Integrate Agiled & Instantly 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 Agiled or Instantly With 1200+ Other Apps

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

Instantly automates cold email outreach, helping you scale your campaigns and generate leads effortlessly. Boost your outreach efficiency with Instantly’s AI-powered platform.

See Instantly Integrations