01
Enrich every new lead
- Webhook on lead create
- Persona enriches with public sources
- Writes back firmographic and technographic data
Agiled
18 tools available
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
Connect Agiled to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Agiled's 18 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.
Common workflows with Agiled
02
Auto-route hot deals
- Score new opportunities by intent
- Match to the closer with the right ICP
- Notify both in Slack
03
Stall detection
- Find deals with no activity in 14 days
- Draft a re-engagement message per persona
- Queue for sales rep approval
Agiled actions 18
Every Agiled action below is a callable tool any Definable persona can invoke.
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.
Get Estimates
Tool to retrieve a list of all estimates. Use after configuring the API key to list estimates for reporting.
Get Expenses
Tool to retrieve a list of all expenses. Use after authenticating with your Agiled API key to fetch all expense records.
Get Invoices
Tool to retrieve a list of all invoices from Agiled. Use after obtaining valid API credentials.
Get Products
Tool to retrieve a list of all products. Use when you need to display all available offerings.
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.
Get Projects
Tool to retrieve a list of all projects. Use after obtaining the API token.
GET_TASKS
Tool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.
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.
Get Timesheets
Tool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.
Get Users
Tool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.
Acculynx
AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.
ActiveCampaign
ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
Aeroleads
AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects.
Affinity
Affinity helps private capital investors to find, manage, and close more deals
AgencyZoom
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Apollo
Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development
Frequently asked questions
What can I automate with Agiled on Definable?
Anything Agiled exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 18 Agiled tools directly, then chain the result into another integration without you writing code.
How does Agiled authentication work?
Agiled uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Agiled integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 18 Agiled tools. You only need a separate Agiled subscription if Agiled itself charges per seat or per API call.
Is using Agiled through Definable secure?
Every call from a persona to Agiled is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Agiled on Definable?
Sign up for Definable, open the integrations page, find Agiled, and connect via OAuth or API key. You can immediately attach Agiled to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Agiled actions does Definable expose?
Definable exposes all 18 Agiled actions as callable tools — including `Create Expense`, `Create Project`, `Create Task`, plus 15 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Agiled?
Wire it up in minutes. No coding required.