Agiled + SuiteDash
Create SuiteDash projects from new Agiled projects
Keep your project details up to date across platforms, without worrying about duplicate data entry. With this Zapier integration in place, when you receive a new project in Agiled, Zapier will automatically create a corresponding project in SuiteDash.
Keep your project details up to date across platforms, without worrying about duplicate data entry. With this Zapier integration in place, when you receive a new project in Agiled, Zapier will automatically create a corresponding project in SuiteDash.
- When this happens...
Project CreatedTriggers when a project is created inside app or through API call.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectCreates a new project.
ActionWriteCreate a new record or update an existing record in your app.
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Contract Created
Triggers when a contract is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Created
Triggers when an estimate is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get Contract Types
Triggers when list of contract types required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Departments
Triggers when departments list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Expenses
Triggers when list of expenses needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Tasks
Triggers when tasks list needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Ticket Agents
Triggers when list of ticket agents required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice Created
Triggers when an invoice is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New CRM Source
Triggers when a new crm source is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew CRM Status
Triggers when a new crm status is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProduct Created
Triggers when a product is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a task is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee IdRequired
NameRequired
EmailRequired
PasswordRequired
Slack Username
Hourly Rate
Joining DateRequired
Department IdRequired
Designation IdRequired
GenderRequired
LoginRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Start DateRequired
Deadline
Notes
Client Id
Status
Project Summary
Client View Task
Allow Client Notification
Manual Timelog
Project Budget
Currency Id
Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
AmountRequired
Contract Type IdRequired
Start DateRequired
End DateRequired
Description
Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Purchase DateRequired
Currency IdRequired
Member/User IdRequired
Purchase From
PriceRequired
Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
Due DateRequired
PriorityRequired
Description
Assignee/User IdRequired
Project Id
Task Category Id
Dependent Task Id
Heading/TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
First NameRequired
Last Name
Email
Phone
Job Title
Twitter
LinkedIn
Skype
Note
Tags
Account Id
Owner
CRM Source
CRM Status
CRM Stage
Next Follow Up
Last Contacted
Type
City
State
Postal Code
Address Line 1
Address Line 2
Country
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IdRequired
NameRequired
EmailRequired
PasswordRequired
Slack Username
Hourly Rate
Joining DateRequired
Department IdRequired
Designation IdRequired
GenderRequired
LoginRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Pruchase DateRequired
Currency IdRequired
User IdRequired
StatusRequired
Purchase From
PriceRequired
IdRequired
Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
PriceRequired
Description
IdRequired
Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Heading/ TitleRequired
Description
Start Date
Due DateRequired
Assignee/User Id
PriorityRequired
Task Category Id
Dependent Task Id
Project IdRequired
statusRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType
StatusRequired
PriorityRequired
Project
Assign User
Task TitleRequired
Estimated Time Required (Hours)
Total Time Spent (Hours)
Task Description
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Template
Project Status
Users Assigned to the Project
Assigned ClientRequired
Project NameRequired
Estimated Completion DateRequired
Project Description
Estimated Value
Currency
Project Leader
Set Estimated Time/Time Spent As
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update CompanyRequired
Company Name
Category
Primary Phone
Work Email
Home Email
Im
Website
Physical Address
Background Info
Work Phone
Shop Phone
Home Phone
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ProjectRequired
Users Assigned to the Project
Assigned Client
Project Name
Project Description
Project Status
Estimated Value
Currency
Project Leader
Set Estimated Time/Time Spent As
Estimated Completion Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Employee Created
Triggers when an employee is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get Contacts
Triggers when list of contacts needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Currencies
Triggers when new currency is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Designations
Triggers when designations list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Projects
Triggers when projects list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Task Categories
Triggers when task categories list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Users
Triggers when users list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew CRM Stage
Triggers when a new crm stage is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Agent
Triggers when a new sales agent is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProject Created
Triggers when a project is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Created
Triggers when a ticket is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Id
Client Id
Invoice NumberRequired
Issue DateRequired
Due DateRequired
Sub TotalRequired
Discount
Discount Type
TotalRequired
Currency IdRequired
Status
Recurring PaymentRequired
Billing Cycle
Billing Interval
Billing Frequency
Note
Estimate Id
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Phone
Job Title
Facebook
Twitter
Linkedin
Skype
Note
Tags
Account Id
Owner
CRM Source
CRM Status
CRM Stage
Next Follow Up
Last Contacted
Type
City
State
Postal Code
Address Line 1
Address Line 2
Country
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Valid TillRequired
Sub TotalRequired
TotalRequired
Currency IdRequired
Note
Discount
Discount Type
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
PriceRequired
Description
Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Requester IdRequired
SubjectRequired
Status
PriorityRequired
Agent Id
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
AmountRequired
Contract Type IdRequired
Start DateRequired
End DateRequired
Description
Contract Detail
Id
Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Valid TillRequired
Sub Total
Total
Currency Id
StatusRequired
Note
Discount
Discount Type
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project id
Client Id
Issue DateRequired
Due DateRequired
Sub TotalRequired
Discount
Discount Type
TotalRequired
Currency IdRequired
StatusRequired
Recurring PaymentRequired
Billing Cycle
Billing Interval
Billing Frequency
Note
Estimate Id
Id
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Start DateRequired
Deadline
Notes
Client Id
Status
IdRequired
Project Summary
Client View Task
Allow Client Notfication
Manual Timelog
Project Budget
Currency Id
Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Status
PriorityRequired
IdRequired
Agent Id
Requester Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Category
Primary Phone
Work Email
Home Email
Im
Website
Physical Address
Background Info
Work Phone
Shop Phone
Home Phone
Tags
Associated Contacts
Role
First Name
Last Name
Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RoleRequired
First NameRequired
Last NameRequired
Primary EmailRequired
Company
Create Company if No Exact Match
On-Boarding FLOW
Folder Generator
User Timezone
Coordinator
Assign Circle
Event Generator
Audience
Schedules
Project Generators
Tags
Physical Address
Address Line 1
Address Line 2
City
State / Province
ZIP / Postal Code
Country
Work Email
Home Email
Background Info
Job Title
Deal Generator
Primary Phone
Work Phone
Shop Phone
Home Phone
Website
Send Email to Coordinator
Send Portal Access Invitation
Amount
Title
Currency
Plan
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ContactRequired
Email
First Name
Last Name
User Timezone
Coordinator
Assign Circle
Tags
Physical Address
Address Line 1
Address Line 2
City
State / Province
ZIP / Postal Code
Country
Work Email
Home Email
Background Info
Job Title
Primary Phone
Work Phone
Shop Phone
Home Phone
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update TaskRequired
StatusRequired
PriorityRequired
Task TitleRequired
Project
Type
Assign User
Estimated Time Required (Hours)
Total Time Spent (Hours)
Task Description
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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