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Agiledcrm

18 available actions

What your AI agent can do in Agiled

Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get ContactsTool to retrieve a list of all contacts.
  • Get CurrenciesTool to list currencies.
  • Create TaskTool to create a new task in Agiled.
  • Create ExpenseTool to create a new expense in Agiled.
  • GET_TASKSTool to retrieve a list of all tasks.

Browse all 18 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 13 actionsHide actions
  • Get ContactsTool to retrieve a list of all contacts.
  • Get CurrenciesTool to list currencies.
  • Get DealsTool to retrieve a list of all deals.
  • Get EmployeesTool to retrieve a list of all employees.
  • Get EstimatesTool to retrieve a list of all estimates.
  • Get ExpensesTool to retrieve a list of all expenses.
  • Get InvoicesTool to retrieve a list of all invoices from Agiled.
  • Get ProductsTool to retrieve a list of all products.
  • Get Project CategoriesTool to retrieve a list of all project categories.
  • Get ProjectsTool to retrieve a list of all projects.
  • Get TicketsTool to retrieve a list of all tickets.
  • Get TimesheetsTool to retrieve timesheets for a project.
  • Get UsersTool to retrieve a list of users from Agiled.
Create & communicateCreate records or send supported messagesView 4 actionsHide actions
  • Create ExpenseTool to create a new expense in Agiled.
  • Create ProjectTool to create a new project in Agiled.
  • Create TaskTool to create a new task in Agiled.
  • Create TicketTool to create a new support ticket in Agiled.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • GET_TASKSTool to retrieve a list of all tasks.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Agiled

How does the agent connect to Agiled?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Agiled?
The page above lists the 18 actions currently available through the Agiled connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Agiled included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Agiled is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Agiled to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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