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 CRM
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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How the Agiled integration works
The Agiled integration connects your Dench AI CRM directly to Agiled, so agents can read and act on your Agiled data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
18 actions are available for agents to invoke on your behalf. Every call runs through Agiled's own authorization, scoped to the account you connect.
Set up Agiled in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Agiled and click Connect — you'll authorize access through Agiled's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Agiled in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Agiled integration work with Dench?
The Dench Agiled integration connects your AI CRM to Agiled, so AI agents can work with your Agiled data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Agiled via Dench?
The Agiled integration currently exposes 18 actions, including Create Expense, Create Project, Create Task, Create Ticket, Get Contacts, and Get Currencies. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Agiled to Dench?
No. You connect Agiled from your Dench workspace using Agiled's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Agiled integration secure?
Connections are authorized through Agiled's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Agiled connection from your workspace settings at any time.