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Resource Guru + Agiled Integration

Connect Resource Guru to Agiled - Automate your workflows in 1-click

Leverage Resource Guru automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of Agiled automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Resource Guru + Agiled integration.

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Ready Workflows For Resource Guru + Agiled Integration

Just click on the workflow you want to automate

most-popular-automations

Create Agiled task for new Resource Guru timeoff event

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

Plus, it saves you time by eliminating the need to manually create tasks in Agiled for all such Resource Guru timeoff events. 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.

See more

Create Resource Guru timeoff event for new Agiled contact

Agiled + Resource Guru Integration

Update Agiled contact from new Resource Guru timeoff event

Resource Guru + Agiled Integration

When Time off event is created or updated in Resource Guru > Check any condition > Create contact in Agiled

Resource Guru + Agiled Integration

When Time off event is created or updated in Resource Guru > Check any condition > Create employee in Agiled

Resource Guru + Agiled Integration

When Booking is created or updated in Resource Guru > Check any condition > Create contact in Agiled

Resource Guru + Agiled Integration

When Booking is created or updated in Resource Guru > Check any condition > Create employee in Agiled

Resource Guru + Agiled Integration

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Create Your Own Resource Guru & Agiled Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Resource Guru + Agiled Integration

1.

Booking is created or updated in Resource Guru
Triggers the automation whenever a booking is created or updated
Instant
Downtime event is created or updated in Resource Guru
Triggers the automation whenever a downtime event is created or updated
Instant
Client is created or updated in Resource Guru
Triggers the automation whenever either a client is created or updated
Instant
Project is created or updated in Resource Guru
Triggers the automation whenever a project is created or updated
Instant
Resource is created or updated in Resource Guru
Triggers the automation whenever a resource is created or updated
Instant
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

2.

Create booking in Resource Guru
Automatically schedule and confirm a booking request
Update booking in Resource Guru
Automatically updates the booking details with the latest information
Search booking in Resource Guru
Automatically searches for a booking
Update downtime event in Resource Guru
Automatically updates downtime event
Create new time off event in Resource Guru
Automatically creates a new time off event
Create client in Resource Guru
Automatically generates a new client profile
Search client in Resource Guru
Automatically searches for a client
Update project in Resource Guru
Automatically updates project information
Create project in Resource Guru
Automatically creates a new project
Search project in Resource Guru
Automatically searches for a project
Search resource in Resource Guru
Automatically searches for a resource
Create resource in Resource Guru
Automatically generates a new resource
Update resource in Resource Guru
Automatically updates the particular resource with the latest information
Update client in Resource Guru
Automatically updates client information
Search downtime event in Resource Guru
Automatically searches for a downtime event
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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Integrate Resource Guru & Agiled In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Resource Guru or Agiled With 1200+ Other Apps

Resource Guru is a simple way to schedule, organize and do more with your team of people and other resources. Assemble an on-demand workforce, coordinate across locations and manage assignments efficiently.

See Resource Guru Integrations

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

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