Agiled

crm 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 Visit Agiled

About this integration

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.

Connect Agiled to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 18 exposed

Plans All, incl. Free

Data Never trained on

Agiled · in workflows

What teams actually run.

Three patterns teams run with Agiled on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

18 tools available

The Agiled toolbox.

Every Agiled capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

See it run

One prompt, start to finish.

A real prompt, the Agiled tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Agiled task end-to-end — plan it, execute across the API, and hand back a verified result.

agiled.create_expense Tool to create a new expense in Agiled. Use after gathering expense details and authentica

agiled.create_project Tool to create a new project in Agiled. Use when you have collected all project details an

agiled.create_task Tool to create a new task in Agiled. Use when you have all task details and want to add it · verified

done

Done. Agiled responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Agiled

Questions, answered.

What teams ask before connecting Agiled.

01 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.

02 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.

03 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.

04 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.

05 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.

06 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.