Agiled
my.agiled.appAgiled is a project and billing workspace designed to keep your work moving by organizing projects, invoices, estimates, contacts, and related documents in a single system. It’s built to reduce admin effort, improve consistency across customer records, and make it easy to act quickly when new billing or project artifacts are created. With an emphasis on tidy organization and timely updates, Agiled supports teams that need their financial and project information to stay current and accessible.
When BOBs connect to Agiled, they gain a reliable “source of truth” for your customer-facing work: projects, invoices, estimates, contacts, and documents. Instead of waiting for manual data entry, BOBs can react immediately to new invoices, estimates, or documents as they’re created, then kick off the next steps across your business tools—like routing approvals, updating customer records, triggering follow-ups, or keeping downstream systems in sync.
You can also let BOBs proactively create structured records in Agiled—so your project and billing setup stays consistent even when requests come from different places (e.g., email, forms, or internal tasks). This is ideal for operations that need fast, accurate billing workflows and clean project history without constant admin maintenance.
What can BOBs do with Agiled?
Perform actions
- Create Contact
- Create Invoice
- Create Project
- List Currency ID Options
- List Department ID Options
- List Designation ID Options
- List User ID Options
Listen to real-time events
- New Document Created
- New Estimate Created
- New Invoice Created