Agiled + Smartsheet Integration

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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
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.

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Ready Workflows Ready Workflows   for Agiled + Smartsheet Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Smartsheet + Agiled Integration

Create Agiled task for new Smartsheet row

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Agiled is to use this Smartsheet - Agiled integration. Using this integration, you can create a new task in Agiled that will be automatically populated with data from a new row in a Smartsheet.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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Smartsheet + Agiled Integration

Create Agiled contact for new Smartsheet row

Automatically creating Agiled contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Agiled + Smartsheet Integration

Create Smartsheet row for new Agiled task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Agiled and Smartsheet. By linking these two applications, you can ensure that every task is automatically recorded in the Smartsheet, making it easier to track and manage.
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Agiled + Smartsheet Integration

Create Smartsheet row for new Agiled contact

When a new contact is created in your Agiled, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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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 Smartsheet Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft To-Do logo
Smartsheet logo
Create Smartsheet row for new Microsoft To-Do task
02
Smartsheet logo
Asana logo
Create Asana task for new Smartsheet row
03
Elementor Forms logo
Smartsheet logo
Create Smartsheet row for new Elementor Forms form submission
04
Smartsheet logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Smartsheet row
05
Smartsheet logo
Monday.com logo
Create Monday.com item for new Smartsheet row
cloud
Smartsheet
app integration
06
Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
07
Clockify logo
Smartsheet logo
Create Smartsheet row for new Clockify time entry
08
Trello logo
Smartsheet logo
Create Smartsheet row for new Trello card
09
Smartsheet logo
Notion logo
Create Notion database item for new Smartsheet row
10
Smartsheet logo
WhatsApp logo
Send WhatsApp message for new Smartsheet row
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1
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2
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You Can Also Connect Agiled or Smartsheet 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!
Smartsheet
Smartsheet
Smartsheet makes work smarter, faster and easier. With the largest ecosystem of connected apps, any team can turn data into actionable insight, make smarter decisions, and deliver better business outcomes.