Fill Agiled records with client context from any page
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Agiled in the browser
Clip client details from any webpage (LinkedIn, email, proposal docs) directly into a new Agiled contact or deal with one click
Embed an AI Copilot sidebar in Agiled to draft proposals, summarize project status, or suggest next steps without switching tabs
Pre-fill Agiled invoice and task forms using data already visible on screen. Eliminate copy-paste errors
Trigger Agiled automations from any web page, pushing updates into projects from external tools where your team already works
Works as a browser extension. No Agiled admin access or API dev work required
Unlike Zapier, PixieBrix operates in the browser where the actual data entry happens, so actions are immediate and in-context
Integrate Agiled with 3000+ apps
Featured
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Datadog monitors infrastructure, applications, logs, metrics, and performance.
Microsoft Teams enables chat, meetings, and team collaboration.
Slack is the central hub for team communication and collaboration.
Google Drive is Google’s cloud-based file storage and collaboration platform that allows individuals and teams to securely store, access, and co-edit documents, spreadsheets, and files from any device.
Freshdesk manages customer support tickets, SLAs, and conversations.
Intercom manages customer conversations across chat, email, and messaging.

Don’t see the integration you’re looking for? Check out our popular integrations.

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Agiled frustrations that cost your team hours every week
  • Manually copying client details from email or external sources into Agiled CRM contacts and deals
  • Context switching between Agiled and other tools (email, spreadsheets, messaging) to gather project info
  • Repetitive data entry when creating invoices, proposals, or tasks from scratch each time
  • No quick way to capture notes or action items from web pages and push them into Agiled projects
  • Inconsistent onboarding flows - team members fill in client records differently with missing fields

Chat with AI to create your first custom workflow

Extract the contact name, company, email, and role from this page and create a new lead record in my CRM tool
Clip Lead to CRM
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Summarize all open tasks, upcoming deadlines, and recent activity on this project page into a brief status update I can share with a client
Summarize Project Status
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Based on the project description and client details visible on this page, draft a scope-of-work section for a proposal
Draft Proposal Section
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Extract the line items, hours, and rates visible on this page and format them as an invoice ready to send
Pre-fill Invoice
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Based on the notes on this page, draft a follow-up email with a bulleted action item list for the client
Meeting Follow-up
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Extract the key deliverable described on this page and create a task with a due date suggestion in my project management tool
Capture Task from Web
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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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2026 PixieBrix, Inc.