CRMLive

Agiled

Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.

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18
actions

Actions

Operations this integration can perform.

18

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

Create Project

Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."

Create Task

Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

Get Contacts

Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.

Get Currencies

Tool to list currencies. use when you need to fetch available currency options after authentication.

Get Deals

Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.

Get Employees

Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.

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