Agiled Knowledge Base

Settings

Settings articles from Agiled Help Center

36 articles

Adding Stripe Payment GatewayHow to add Stripe Payment Gateway? You can integrate Strip with Agiled to accept online payments on your invoices. To integrate Stripe you need to add your AP
Accepting Payments with PaypalHow to start accepting payments with Paypal? To start accepting payments with Paypal you need to add Paypal API keys in Agiled. Go to Settings - Payment Gateway
Setting up custom domainYou can set up a custom domain in Agiled to use your own branding and for white labeling purposes. To setup custom domain in Agiled follow the steps given below
How to set up Google Drive Storage.Agiled stores all of your files on Agiled Storage that comes with your subscription plan but if you want to set up Google Drive storage, you can easily set that
How to customize Login PageYou can use your own branding and customize Login page of Client and Employee Portal according to your business as shown in the picture below. You can only cus
Connecting Your Email With CRMYou can connect your email account with Agiled to send one-to-one emails from the CRM to the Contacts and log replies. By connecting your personal email with A
Integrating with LemlistYou can integrate Lemlist with Agiled to sync leads from & to Lemlist, and it is really easy to setup. Setting up Lemlist Integration To setup Lemlist integrat
How to redeem Appsumo Code?New Appsumo Signup To redeem your Appsumo code go to Appsumo deal redemption page and copy your purchased code. After that go to https://my.agiled.app/appsumo A
Integrating Agiled with PlutioHow to Integrate Agiled with Plutio? Agiled integrates with Plutio to import Projects,Task,Teammates and Invoices from Plutio. To integrate with Plutio go to S
Managing Roles and PermissionsIn Agiled, you have complete control over what your teammates and clients can see in their portal. There are two steps involved when you are managing roles and
Integrating with HubspotHow to integrate with Hubspot? You can integrate your Hubspot account to sync contacts (Customers) to and from Hubspot. To integrate with Hubspot go to to Sett
Accepting Payments with RazorpayTo start accepting payments with Razorpay you need to copy Razorpay API keys in Agiled. Go to Settings - Payment Gateways from your agiled account ,scroll down
Integrating with MailshakeHow to integrate with Mailshake? Mailshake is a famous Sales Engagement and Automation software. Agiled integrates with Mailshake to import leads from Mailshake
How to get Agiled API KeyAgiled has a public API which is available to our paid account users. API docs are available at https://my.agiled.app/developers. To use Agiled's API you will n
Setting Up Custom SMTPHow to setup custom SMTP? You can add your own custom SMTP credentials in Agiled to send emails from your own account instead of hello@agiled.app. Setting up
Email TemplatesHow to customize emails sent from Agiled? Agiled gives you complete control over the emails sent from your account to your client, employees and even yourself.
Integrating Agiled with AsanaHow to integrate Agiled with Asana? Agiled integrates with Asana to import Projects,Task and teammates from Asana. To integrate with Asana go to Settings - Int
Integrating Agiled with FreedcampHow to Integrate Agiled with Freedcamp? Agiled integrates with Freedcamp to import Projects,Task and teammates from Freedcamp. To integrate with Freedcamp go t
Creating A New RoleAgiled gives you complete control over Roles and Permissions for your team members. You can easily control who sees what and assign roles to your teammates. Ho
Integrating Agiled with MoosendHow to integrate Agiled with Moosend? Moosend is a famous marketing automation platform and you can integrate Agiled with Moosend to sync contacts. To integrate
Integrating Agiled with TimecampHow to Integrate Agiled with Timecamp? Agiled integrates with Timecamp to import Projects,Task , Teammates and Time Entries from Timecamp. To integrate with Ti
Quick Books IntegrationInstallation Please login to your Agiled account by going to https://my.agiled.app/login Once logged in, visit settings page from left menu. (https://my.agiled.
How to set up AWS storageAgiled stores your file in default Agiled storage that comes with your plan. However, you can also set up AWS to use your own storage. To setup AWS storage go
Integrating with AutomizyHow to integrate with Automizy? Agiled integrates with Automizy to sync Leads. To integrate with Automizy go to Settings - Integrations and select Automizy. It
Integrating Agiled with ActiveCampaignHow to integrate Agiled with ActiveCampaign? Agiled integrates with ActiveCampaign to sync contacts. To activate the integration go to Settings - Integrations a
How to add a new brand in Agiled?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 Bra
Agiled and HIPAAAgiled maintains ongoing compliance with the U.S. Health Insurance Portability and Accountability Act (HIPAA) and is able to process, maintain, and store protec
How to set up Dropbox StorageAgiled stores all of your files in secure Agiled storage that comes with your subscription plan but you can also choose to save your files in Dropbox. To set u
How to delete a Brand in AgiledIf you no longer need a brand, you can delete it in Agiled. Please note that when you delete a Brand everything related to the Brand or Company is deleted from
Integrate Agiled with ZoomInstallation Please login to your Agiled account by going to https://my.agiled.app/login Once logged in, visit settings page from left menu. (https://my.agiled.
How to Integrate with CalendlyHey 👋, I hope you are doing great. Our Calendly Integration is live as of today. Now you can sync your scheduled meetings from Calendly to Agiled in real-time.
Integrating Agiled with FreshbooksHow to integrate with Freshbooks? Freshbooks is a famous invoicing and accounting platform and Agiled integrates with Freshbooks to import Invoice, Estimates, E
Using Custom ThemeHow to customize theme and change colors of the portal? Agiled gives you control to change the look and feel of the platform according to your needs. To custom
Integrating With SendFoxHow to integrate Agiled with SendFox? Agiled integrates with SendFox to sync contacts with SendFox. You can sync contacts from and to SendFox. To setup SendFox
Accepting Payments with MollieTo start accepting payments with Mollie you need to copy Mollie API key in Agiled. Go to Settings - Payment Gateways from your agiled account ,click the tab Mo
Accepting Payments with Square UpTo start accepting payments with Square you need to copy Square API keys in Agiled. Go to Settings - Payment Gateways from your agiled account ,click the tab S

Still need help?

Ask our assistant. It answers from these articles.

Agiled Assist

Hello! How can I help you today?