Introducing 2nd part of automating your work in Agiled 2.0 i-e Flows 🚀

Tired of onboarding clients and projects manually? Don't worry. We've got your back.

You can now use Agiled Flows to automate your client and project onboarding.

We have two types of Flows in Agiled.

• Onboarding Flows
• On-Demand Flows

Onboarding Flows can be used to onboard clients. Clients will have to complete all the steps in the flow before they can access the dashboard in the Client Portal.

On-Demand flows can be used to onboard projects or to ask clients for files etc. Clients can complete these flows at any time. 

Introducing all-new Workflows in Agiled 2.0 🤖🥳

Workflows have been totally revamped and reimagined in Agiled 2.0.

Workflows are now connected with the projects meaning they run only when applied to a project.

With Workflows, you can automate client onboarding and project onboarding and replicate your business and client process in Agiled.

Once you create a Workflow, you can apply it to as many projects as your plan allows.

Once you apply a Workflow to a project, you can sit back while Agiled automates all the Workflow Actions for you.

You can literally copy your entire business process in Agiled and put it on Auto-Pilot.

Please note that all this has to be done through a project. Since everything is connected to projects in Agiled 2.0, Workflow Actions will pick data (invoices, estimates, contracts, and proposals) from the connected project.

We have totally revamped ways to automate your business in Agiled 2.0 💡

There are 3 ways to automate your business and client process in Agiled.

1. Automations (One Step If/then Rules to automate repetitive tasks)
2. Workflows (Series of Actions and triggers to automate business process)
3. Flows (Sequence of steps to onboard clients or for project onboarding) 

We will announce each type separately. 

Introducing Integrated Projects Experience in Agiled 2.0 🚀Everything is now connected to projects. By everything I mean Invoices, estimates, contracts, proposals and tickets, workflows, wikis and discussions.

This integrated experience will let you connect everything to projects for better organisation and management.

A most awaited feature Multibrand is finally live 🎉

If you own more than one Brand or Company, you can create a separate brand and manage everything under one main account. 

Each Agiled account comes with one Brand. If you want to manage multiple brands under one account, you can add an additional brand to keep your projects, contacts, contracts, finance, and other things separate. 

Please note that each and every brand will have it's own billing.

Agiled 2.0 is finally live 🎉. Some of the most awaited and important updates are live now and top of the list is Multi Brand.

This is a HUGE update and it comes with a lot of architectural and major changes at the core.

Agiled 2.0 comes loaded with tons of updates and new features.

1. Multi Brand (Mother of All Updates 🤯)
2. No more "email already taken" errors
3. Improved Automations and Flows. 
4. All new Workflows integrated with Projects, and over all platform. 
5. Date Pickers format as per company settings ( This was long overdue) 
6. Quick Create options ( A huge UX relief) 
7. Same UX/UI experience on Employee Side
8. Ground work completed for offering missing features on Employee side ( e.g Contracts, Proposal, Appointments, etc) 
9. App wide new filters and search experience
10. Ability to change admin email
11. Improved File manager with ability to share files etc via links 
12. More integrated file manager experience with Projects, CRM, and Tasks
13. Improved Task Board ( Kanban ) Experience 
14. Integrated Projects Experience with Contracts,Estimates, Proposals
15. UX improvements throughout the app
16. Agiled More Robust than ever now

Each of these updates will be announced and described separately  

Let's close this year with a great news 🤩.

Announcing Multi Zone Support for Appointment Toolkit 🥳

Appointments now support multi zones. You and your clients can now schedule meetings in any time zone. 

This update means that your leads, clients, and contacts can book appointments with you according to their time zone. 

Agiled will automatically pick the time zone when someone tries to schedule a meeting from their portal or public link. All time slots will be shown to them in their respective time zones 🕓.

Your contacts will also be able to add the meeting to their calendars from the appointment confirmation page📅. 

We will be rolling out HUGE updates to appointments soon that includes automated appointment reminders etc. 

I hope you like this update, stay tuned for many more 😄

 We wanted to announce a few important updates 😁

 1. Disable Confirmation Popup

You can now disable the confirmation popup on form submissions. The confirmation popup will be disabled by default and you can enable it if you want from form settings. 

 2. Project Wise Tasks

 You and your teammates can now filter tasks project-wise when starting the time tracker or when adding an entry to the timesheet. 

 3. Default Email Templates

 You can now see what the default email template looks like in Email Templates settings. You can then choose to keep it or update it according to your needs. 

 We hope these updates make your overall experience better 😍. 

 We are announcing some HUGE updates soon so stay tuned 👀.

We wanted to share a good news😍.

Agiled is now out of Beta on Zapier Marketplace🎉.

We have also been featured in their November Newsletter. 

Our integration's health has been excellent so far and we will soon be in Zapier's Silver Category. 

Our team has worked hard to create a bunch of ready made templates for you to make this integration even better.

So, go ahead and integrate Agiled with hundreds of other apps to automate your workflows. 

Its time to announce something HUGE 🎉

But before start, don't miss to check out this pretty useful resource. 

Today we are making our IMAP Integration LIVE and everyone is happy in the town 😃.

You can now connect your IMAP account with Agiled and start communicating with your Contacts directly from Agiled.

Agiled will log all the emails you send and their replies, so you will have a complete record of all of your communication with your Accounts/Contacts.

This was long overdue and a lot of users were waiting for it. So today it is shipped for everyone 🚀. Tada!

Go ahead, connect your IMAP account and start using the cool thing.