Agiled + Refiner Integration

Connect Agiled to Refiner 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
  • Refiner
    User added to segment in Refiner Instant
  • Refiner
    Survey response is submitted in Refiner Instant
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2.

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Ready Workflows Ready Workflows   for Agiled + Refiner Integration

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Most popular automationmost-popular-automations
Refiner + Agiled Integration

Create Agiled contact for new Refiner form submission

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

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

Create Agiled task for new Refiner form submission

Automatically creating a Agiled task for every new Refiner form submission 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 form submission 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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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 Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
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2
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Want to automate something else in your workflow?

You Can Also Connect Agiled or Refiner 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!
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.