Agile CRM + Invoiced Integration

Integrate Agile CRM to Invoiced in one click, or tell Integrately AI how you want each deal handled. Create and update invoices, log payments, notify your team, and track subscription lifecycles automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
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2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced

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Ready Workflows Ready Workflows for Agile CRM + Invoiced Integration

Create invoices from new deals, sync customer contacts, log payments, notify teams, and manage subscriptions, all in just one click.

Most popular automationmost-popular-automations
Agile CRM + Invoiced Integration

Create Invoiced order for new Agile CRM deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Agile CRM and Invoiced work together to make accounting and bookkeeping simple.

When you create a deal in Agile CRM, it will automatically create an order in Invoiced. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Agile CRM and Invoiced.
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Agile CRM + Invoiced Integration

Create Invoiced contact for new Agile CRM contact

Agile CRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new contact record in Invoiced every time you add a new contact.

But don't worry anymore. With this Invoiced Salesforce integration, you can connect your contact and contact records, so that when a new contact is created in Agile CRM, you'll automatically receive a corresponding contact record in Invoiced.
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Connect more apps to your Agile CRM + Invoiced flow

Sync billing and CRM data with messaging, email marketing, payments, and accounting tools to keep your entire business aligned. Pick a combination and activate it in one click.

Agile CRM
Invoiced
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GmailGmail (8)
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StripeStripe (8)
+
HubSpotHubSpot (8)
+
SlackSlack (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
A
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Create an Invoiced invoice when a deal is created in Agile CRM, and send a confirmation email via Gmail.
New Agile CRM deals instantly generate Invoiced invoices and trigger client emails in Gmail, eliminating manual billing handoffs.
I
A
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Update Agile CRM contacts when an Invoiced invoice is paid, and send an email notification via Gmail.
Paid Invoiced invoices update Agile CRM contact records and notify your support team in Gmail automatically.
I
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When an Invoiced subscription is created, add a note in Agile CRM and send a welcome email in Gmail.
New Invoiced subscriptions log notes in Agile CRM and trigger welcome emails in Gmail to onboard clients.
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Create an Agile CRM task when an Invoiced payment fails, and email the billing department in Gmail.
Failed Invoiced payments create Agile CRM follow-up tasks and alert your billing team via Gmail instantly.
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If an Invoiced customer is created, search Agile CRM and email the sales lead via Gmail.
New Invoiced customers trigger a lookup in Agile CRM and send a notification email through Gmail.
A
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When an Agile CRM case is created, create an Invoiced estimate and email the client in Gmail.
Agile CRM support cases generate Invoiced estimates and send client documentation via Gmail automatically.
A
C
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Use Claude to summarise new Agile CRM deal notes, create an Invoiced invoice, and email the brief in Gmail.
Claude summarises Agile CRM notes to generate Invoiced invoices and email project briefs via Gmail.
I
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Turn every paid Invoiced invoice into an Agile CRM contact update, create a Stripe payment record, and notify via Gmail.
Paid Invoiced invoices update Agile CRM records, log Stripe payments, and send confirmation emails via Gmail.

Supported triggers and actions for Agile CRM and Invoiced

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
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Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
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Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
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Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
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Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
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Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
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Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
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Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
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Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
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Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
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Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
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Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
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Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
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Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
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Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
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Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
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Instant
Task is created in Invoiced
Triggers the automation when a new task is created
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Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
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Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
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Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
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Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
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Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
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Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
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Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
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Create invoice in Invoiced
Generates invoices for sales transactions
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Search invoice in Invoiced
Locates and retrieves invoices with
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Create contact in Invoiced
Adds a new contact to the database
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Create credit note in Invoiced
Generates a credit note for returned items
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Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
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Search credit note in Invoiced
Searches for a credit note
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Create customer in Invoiced
Adds a new customer to the database
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Update customer in Invoiced
Updates a customer's information
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Search customer in Invoiced
Locates and retrieves customer information
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Create note in Invoiced
Creates a new note in the particular format
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Create payment in Invoiced
Generates and process a payment transaction
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Create task in Invoiced
Creates a new task
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Create estimate in Invoiced
Adds a new contact to the contact list
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Search estimate in Invoiced
Searches for an estimate
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Create subscription in Invoiced
Enrolls users in a subscription service
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What can you automate with Agile CRM + Invoiced?

Streamline your customer management and invoicing operations by connecting Agile CRM and Invoiced for seamless automated workflows.

What you can automate?
๐Ÿงพ
Generate Invoices Automatically From Agile CRM Deals
Create Invoiced invoices the moment a deal is created or won in Agile CRM. Eliminate duplicate data entry and accelerate your billing cycle.
๐Ÿ—‚๏ธ
Sync Customer Contact Information Across Platforms
Ensure customer details updated in Invoiced or Agile CRM stay perfectly synchronized. Prevent discrepancies between sales records and billing profiles.
๐Ÿ””
Notify Your Team About Payments and Subscriptions
Send instant team alerts in Slack or email notifications via Gmail when invoices are paid or subscriptions are updated.
๐Ÿ”€
Route Workflows Based on Deal Values or Tags
Trigger customized invoice terms or priority tasks depending on specific Agile CRM deal sizes, tags, or customer tiers.
๐Ÿ”„
Keep Deal Milestones Updated After Payment
Automatically update Agile CRM deal stages and contact scores when Invoiced payments are successfully processed.
๐Ÿ”
Search and Match Existing Customer Records
Perform intelligent record lookups across Agile CRM and Invoiced to prevent duplicate contact creation during billing.
โš™๏ธ
Manage Subscription Lifecycle Events and Credit Notes
Automate actions when Invoiced subscriptions are modified, payments fail, or credit notes are issued to maintain clean audit trails.
๐Ÿ”Œ
Extend Workflows With Stripe and QuickBooks
Connect your Agile CRM and Invoiced flows to Stripe for payment processing or QuickBooks Online for accounting synchronization.
And much more...

Who is Agile CRM + Invoiced integration for?

Teams managing customer relationships and billing workflows across Agile CRM and Invoiced eliminate manual data entry and keep financial records synchronized effortlessly.

Sales operations managers
Sales operations managers
Finance specialists
Finance specialists
Account executives
Account executives
High-volume support leads
High-volume support leads
Project managers
Project managers
Billing administrators
Billing administrators
๐Ÿ“ˆ
Sales operations managers
You're tracking deal pipelines in Agile CRM but closing deals requires manual invoice creation in Invoiced, so your revenue reports are always delayed by hours โ€” connecting these apps means every new deal generates an invoice instantly and your pipeline metrics stay current.
โšก
Finance specialists
You need to reconcile payments and subscription updates between Invoiced and Agile CRM quickly, but manual lookups lead to missed updates and billing discrepancies โ€” automating both apps means every payment updates your CRM records automatically and eliminates administrative lag.
๐Ÿค
Account executives
You answer to clients asking about the status of their invoices and estimates, but finding billing records across separate systems slows down your response time โ€” with this integration, every estimate approval and payment is logged across both apps so you always have the latest details.
๐Ÿš€
High-volume support leads
The volume of support cases converting into billable services is too high for anyone to keep up by hand, resulting in missed billing opportunities โ€” automating both apps means every case resolution triggers the correct invoice creation without manual tracking.
๐Ÿ“‹
Project managers
You own project kickoff and depend on sales to hand over closed Agile CRM deals so you can schedule work, but communication gaps delay project starts โ€” connecting these apps means every won deal immediately triggers your billing and project handoff workflows.
๐Ÿ—‚๏ธ
Billing administrators
You need a reliable history of customer interactions and subscription changes, but keep finding gaps between Agile CRM contact notes and Invoiced payment logs โ€” with this integration, every touchpoint and transaction is recorded seamlessly across platforms.
Our team

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Why choose Integrately to automate Agile CRM + Invoiced

Build and manage your Agile CRM + Invoiced automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Invoiced with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Agile CRM to Invoiced?
Frequently Asked Questions
You can connect Agile CRM to Invoiced in 1 click using ready-made templates on Integrately. Choose a workflow, connect your accounts, and let Integrately AI handle complex mappings with other popular apps like Slack, Stripe, and Gmail.
Can I automatically create invoices in Invoiced when deals are created in Agile CRM?
Frequently Asked Questions
Can I connect Agile CRM, Invoiced, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Invoiced?
Frequently Asked Questions
How does Agile CRM data trigger Invoiced actions?
Frequently Asked Questions
How do Invoiced payments update Agile CRM records?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Invoiced?
Frequently Asked Questions
Is the Agile CRM and Invoiced integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Invoiced With 1500+ Other Apps

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