Agiled and RowShare

Easily integrate Agiled and RowShare without any code.
Agiled
Agiled is an all in one business management platform designed to help you manage employees, projects , tasks, track your time, create professional contracts, track expenses and send professional invoices that get you paid faster.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Agiled through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Agiled
Or the other way round:
When this happens in Agiled
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Automatically do that in RowShare

Agiled Triggers and Actions

Below is a list of triggers and actions available on Agiled via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Project Created
Triggers when a project is created inside app or through API call.
New Sales Agent
Triggers when a new sales agent is created.
New CRM Stage
Triggers when a new crm stage is created.
New Account
Triggers when a new account is created.
Get Designations
Triggers when designations list required.
and 5 more triggers
Agiled doesn't offer (yet) any Trigger on Zapier.

Actions

Edit Ticket
Modifies at ticket
Edit Project
Use this action to edit projects in agiled.app
Edit Invoice
Use this action to edit invoices in agiled.app
Edit Estimate
Modifies an Estimate
Edit Contract
Modifies a contract
and 5 more actions
Agiled doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.