Agiled + Occasion Integration

Connect Agiled to Occasion in 1 click

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1.
  • 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
  • Occasion
    New booking is created in Occasion
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2.

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Ready Workflows Ready Workflows   for Agiled + Occasion Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Occasion + Agiled Integration

Create Agiled task for new Occasion booking

Every time a new Occasion booking is created, this Occasion - Agiled integration will generate a corresponding task in Agiled automatically. This helps ensure that your team is always aware of the new bookings and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in Agiled for all such Occasion bookings. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.
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Automations

Top 10 Most Popular Agiled Automations from
Integrately Community

Just click on the workflow you want to automate

Agiled logo
Wave logo
Create Wave customer from new Agiled contact
Activate
Agiled logo
Twilio logo
Send Twilio sms for new Agiled task
Activate
Marquiz logo
Agiled logo
Create Agiled contact for new Marquiz lead
Activate
Sociamonials logo
Agiled logo
Create Agiled task for new Sociamonials lead entry
Activate
Google Sheets logo
Agiled logo
Create Agiled contact for new Google Sheets row
Activate
Agiled logo
Wave logo
Create Wave customer from new Agiled contact
Activate
Agiled logo
Twilio logo
Send Twilio sms for new Agiled task
Activate
Marquiz logo
Agiled logo
Create Agiled contact for new Marquiz lead
Activate
Sociamonials logo
Agiled logo
Create Agiled task for new Sociamonials lead entry
Activate
Google Sheets logo
Agiled logo
Create Agiled contact for new Google Sheets row
Activate
Encharge logo
Agiled logo
Create Agiled contact for new Encharge person
Activate
SendFox logo
Agiled logo
Create Agiled contact for new SendFox contact
Activate
Mautic logo
Agiled logo
Create Agiled contact for new Mautic contact
Activate
HappyForms logo
Agiled logo
Create Agiled contact for new HappyForms form submission
Activate
Agiled logo
Online Live Support logo
Send Online Live Support message for new Agiled task
Activate
Encharge logo
Agiled logo
Create Agiled contact for new Encharge person
Activate
SendFox logo
Agiled logo
Create Agiled contact for new SendFox contact
Activate
Mautic logo
Agiled logo
Create Agiled contact for new Mautic contact
Activate
HappyForms logo
Agiled logo
Create Agiled contact for new HappyForms form submission
Activate
Agiled logo
Online Live Support logo
Send Online Live Support message for new Agiled task
Activate

Top 10 Most Popular Occasion Automations from
Integrately Community

Most popularmost-popular-automations
01
Occasion logo
Google Sheets logo
Create Google Sheets row for new Occasion booking
02
Occasion logo
Shopify logo
Create Shopify article for new Occasion booking
03
Occasion logo
ClickSend SMS logo
Send ClickSend SMS message for new Occasion booking
04
Occasion logo
Twilio logo
Send Twilio sms for new Occasion booking
05
Occasion logo
SendGrid logo
Send SendGrid email for new Occasion booking
cloud
Occasion
app integration
06
Occasion logo
Thankster logo
Send Thankster card for new Occasion booking
07
Occasion logo
Ziper logo
Send Ziper message for new Occasion booking
08
Occasion logo
WhatsApp logo
Send WhatsApp message for new Occasion booking
09
Occasion logo
sendSMS logo
Send sendSMS message for new Occasion booking
10
Occasion logo
Zoho Sheet logo
Create Zoho Sheet row for new Occasion booking
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Want to automate something else in your workflow?

You Can Also Connect Agiled or Occasion With 1400+ Other Apps

Agiled
Agiled
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!
Occasion
Occasion
Occasion takes the hassle out of Group experiences by taking care of scheduling, communications and marketing. It improves the booking experience, helps reach new customers and generates more repeat bookings.