WorkflowMax + Agiled Integrations

See the kind of workflows teams build with WorkflowMax and Agiled below — describe the exact one you want above and the Agent builds it on demand.

WorkflowMax + Agiled When a deal stage updates in Agiled, update job records in WorkflowMax.

Mirror new tasks across team workspaces When a task is created in WorkflowMax, automatically create a corresponding task in Agiled so external partners stay informed. See details

Cross-post comments between project boards When a comment is added in Agiled, automatically post the same comment to the linked task in WorkflowMax. See details

Complete partner tasks when main tasks finish When a task is marked completed in WorkflowMax, automatically update the status of the related task in Agiled. See details

Browse the full workflow library →

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Triggers & actions for WorkflowMax and Agiled

Everything WorkflowMax and Agiled can do inside a workflow — the triggers that start one and the actions that run when it fires.

WorkflowMax Explore WorkflowMax →

A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.

Triggers

Job Category Created

Triggers when a job category is created in job settings.

Job Cost Added

Triggers when a cost is added to a job.

Job Document Added

Triggers when a document is added to a job.

Job Task Added

Triggers when a task is added to a job.

Job Task Completed

Triggers when a job task is completed.

Job Updated

Triggers when a job is updated.

Actions

Create Client

Creates a new client.

Create Cost Admin

Creates a cost in cost admin.

Create Job

Creates a new job.

Create Job Cost

Creates a cost on a job using either the job number or the job uuid.

Create Job Task

Creates a task on a job using either the job number or the job uuid.

Create Lead

Creates a new lead.

Agiled Explore Agiled →

An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.

Triggers

Deal Stage Changed

Triggers when Agiled emits deal.stage_changed.

Deal Status Changed

Triggers when Agiled emits deal.status_changed.

Document Signed

Triggers when Agiled emits document.signed.

Estimate Accepted

Triggers when Agiled emits estimate.accepted.

Leave Approved

Triggers when Agiled emits leave.approved.

Leave Cancelled

Triggers when Agiled emits leave.cancelled.

Actions

Book Appointment

Books an appointment through an Agiled booking page.

Cancel Appointment

Cancels an Agiled appointment.

Create Account

Creates a account in Agiled.

Create Booking Page

Creates a booking page in Agiled.

Create Contact

Creates a contact in Agiled.

Create Deal

Creates a deal in Agiled.

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