Create Expense
Tool to create a new expense in Agiled. Use after gathering expense details and authenticating with your API key.
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Integrate Agiled
with your AI workspace
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
Explore Triggers and Actions
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."
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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."
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Create Ticket
Tool to create a new support ticket in Agiled. Use after gathering all required ticket details (subject, message, priority, user ID).
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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.
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Get Currencies
Tool to list currencies. Use when you need to fetch available currency options after authentication.
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Get Deals
Tool to retrieve a list of all deals. Use after confirming your API key to list all deals for CRM reporting.
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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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Get Estimates
Tool to retrieve a list of all estimates. Use after configuring the API key to list estimates for reporting.
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Get Expenses
Tool to retrieve a list of all expenses. Use after authenticating with your Agiled API key to fetch all expense records.
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Get Invoices
Tool to retrieve a list of all invoices from Agiled. Use after obtaining valid API credentials.
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Get Products
Tool to retrieve a list of all products. Use when you need to display all available offerings.
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Get Project Categories
Tool to retrieve a list of all project categories. Use when you need to fetch category options before creating or filtering projects after authentication.
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Get Projects
Tool to retrieve a list of all projects. Use after obtaining the API token.
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Get Tasks
Tool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.
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Get Tickets
Tool to retrieve a list of all tickets. Use after obtaining API token when you need an overview of support or issue tickets.
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Get Timesheets
Tool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.
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Get Users
Tool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.
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