
Overviews
How it works?
Sync new clients across platforms
When a new client is added in Agiled, their information is automatically shared with your CRM, email marketing tools, or accounting software, ensuring consistent data across all your business systems.
Create projects from form submissions
Convert website inquiries or form submissions into Agiled projects instantly, complete with client details, project scope, and assigned team members, eliminating manual data entry and speeding up project kickoff.
Generate invoices from completed tasks
When tasks are marked complete in Agiled, the system can generate invoices based on tracked time and billable activities, then send them directly to clients through your preferred payment platform.
Update task status in real time
Keep your team aligned by syncing task updates between Agiled and other project management tools, ensuring everyone has access to the latest project status regardless of which platform they prefer.
Send notifications for upcoming deadlines
Trigger alerts via Slack, email, or SMS when project deadlines approach in Agiled, helping teams stay on track and clients stay informed about project milestones without manual reminders.
Archive completed projects to storage
Move finished project files and documentation from Agiled to cloud storage solutions like Google Drive or Dropbox, maintaining organized records while keeping your active workspace clean and efficient.
Track time across multiple platforms
Sync time entries from various tools into Agiled, consolidating all billable hours in one place for accurate invoicing and comprehensive reporting on team productivity and project profitability.
Generate reports from project data
Extract project metrics and client data from Agiled to create custom reports in your analytics tools, providing insights into business performance, resource allocation, and revenue trends.

Configure
Build
Client onboarding automation
Build a complete client onboarding workflow that creates Agiled projects when contracts are signed, sets up recurring invoices, adds clients to your email sequences, and notifies your team to begin work, reducing onboarding time from hours to minutes.
“You can’t do this anywhere else.”



















































Your stack,
connected.

