Agiled + PlayStory Integration

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Create Your Own Agiled & PlayStory 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 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
Response is received in PlayStory
Triggers the automation whenever a response is submitted

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

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You Can Also Connect Agiled or PlayStory 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

PlayStory is the perfect way to upload your video and create clips to communicate your message in a creative and engaging way. You can also add captions, annotations and other elements to make your video more impactful.

See PlayStory Integrations