Integrate Agiled with Teambook

Send information between Agiled and Teambook automatically, without writing any code, using Zoho Flow.

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Set up a client account in your Teambook for every new client added to Agiled

Automate client data synchronisation across platforms and eliminate the hassles associated with manual intervention. This flow will automatically create a client in your Teambook for new clients added in Agiled.

How it works
  1. The flow triggers when a new client is created in Agiled.
  2. Zoho Flow creates a new client in Teambook.
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Set up a client account in your Teambook for every new client added to Agiled

Agiled + Teambook

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Supported triggers and actions

Integrate Agiled and Teambook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Client created

Triggers when a new client is created

Lead created

Triggers when a new lead is created

Product created

Triggers when a new product is created

Task created

Triggers when a new task is created

Employee created

Triggers when a new employee is created

Contract created

Triggers when a new contract is created

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

Client added

Triggers when a new client is added

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create project

Creates a new project

Create task

Creates a new task

Create employee

Creates a new employee

Create contract

Creates a new contract

Create ticket

Creates a new ticket

Create expense

Creates a new expense

Create client

Creates a new client

Create lead

Creates a new lead

Update contract

Updates the details of an existing contract

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Fetch tax

Fetches the list of existing taxes

Create user

Creates a new user

Create project

Creates a new project

Create client

Creates a new client

Create booking

Creates a new booking

What is Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

Similar apps

What is Teambook?

Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.

Similar apps

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Logic

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Custom functions

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Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, SHARC Energy

We used to discover new signups only once a week. With Zoho Flow, we are notified instantly and can reach out to clients much faster, enabling us offering them bespoke solutions.

Graham Todd

Director of Operations and Sales, Zecomy

Zoho Flow has ensured we can offer a unified customer experience by guaranteeing our data is consistent across all our apps.

Devarayan Chidambara

Director - Product & Strategy, Lakeside CNC Group

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