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Connect Agiled to Formatting

Use 3 documented Agiled triggers to run 22 documented Formatting actions.

3 source triggers
22 target actions

Why Connect Agiled & Formatting?

Start with a Agiled event

Choose from 3 documented triggers, including New Document Created, New Estimate Created, New Invoice Created.

Run a Formatting action

Send the event into one of 22 documented actions, such as [Data] Convert JSON to String, [Data] Parse JSON, [Date/Time] Add/Subtract Time.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Agiled

Triggers (3)

New Document Created

Emit new event when a new document is created in Agiled. See the documentation

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New Estimate Created

Emit new event when a new estimate is created in Agiled. See the documentation

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New Invoice Created

Emit new event when an invoice is created. See the documentation

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Actions (7)

Create Contact

Creates a new contact in Agiled. See the documentation

Create Invoice

Creates a new invoice in Agiled. See the documentation

Create Project

Creates a new project in the Agiled app. See the documentation

List Currency ID Options

Retrieves available options for the Currency ID field.

List Department ID Options

Retrieves available options for the Department ID field.

List Designation ID Options

Retrieves available options for the Designation ID field.

List User ID Options

Retrieves available options for the User ID field.

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Formatting

Actions (22)

[Data] Convert JSON to String

Convert an object to a JSON format string

[Data] Parse JSON

Parse a JSON string

[Date/Time] Add/Subtract Time

Add or subtract time from a given input

[Date/Time] Compare Dates

Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.

[Date/Time] Format

Format a date string to another date string. For more examples on formatting, see the Sugar Date Format documentation.

[Numbers] Format Currency

Format a number as a currency

[Numbers] Format Number

Format a number to a new style. Does not perform any rounding or padding of the number.

[Text] Convert HTML to Markdown

Convert valid HTML to Markdown text

[Text] Convert HTML to text

Convert valid HTML to text

[Text] Convert Markdown to HTML

Convert Markdown text to HTML

[Text] Decode URL

Decode a URL string

[Text] Encode URL

Encode a string as a URL

[Text] Extract by Regular Expression

Find a match for a regular expression pattern. Returns all matched groups with start and end position.

[Text] Extract Email Address

Find an email address out of a text field. Finds the first email address only.

[Text] Extract Number

Find a number out of a text field. Finds the first number only.

[Text] Extract Phone Number

Find a complete phone number out of a text field. Finds the first number only.

[Text] Extract URL

Find a web URL out of a text field. Finds the first URL only.

[Text] Replace Text

Replace all instances of any character, word or phrase in the text with another character, word or phrase.

[Text] Set Default Value

Return a default value if the text is empty

[Text] Split Text

Split the text on a character or word and return one or all segments

[Text] Transform Case

Transform case for a text input

[Text] Trim Whitespace

Removes leading and trailing whitespace

Integration Features

3 documented Agiled triggers
22 documented Formatting actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

Agiled trigger → Formatting action

Catalog example
AgiledAgiled

New Document Created

FormattingFormatting

[Data] Convert JSON to String

How It Works

1

Connect Apps

Authenticate your Agiled and Formatting accounts

2

Choose a Trigger

Select a documented Agiled event

3

Choose an Action

Select the documented Formatting operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Agiled triggers.

Automated Actions

Run one of 22 documented Formatting actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Agiled Integrations

Explore all available Agiled connections

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All Formatting Integrations

Explore all available Formatting connections

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Ready to Connect Agiled & Formatting?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

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