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Tools

Create Employee

Create a new employee record in Agiled. Add employee details like name, email, department, and designation for HR management.

Create Contact

Create a new contact (client, lead, or prospect) in Agiled. Use this to add new people or companies to your CRM with their name, email, phone, and company details.

Create Deal

Create a new deal in the Agiled CRM pipeline. Track deals with a name, value, stage, and associated contact for sales management.

Create Contract

Create a new contract in Agiled. Define the subject, client, value, dates, and contract type. Contracts can be shared with recipients for e-signature.

Create Product

Create a new product in Agiled. Define the product name, price, description, and tax details for use in invoices and estimates.

Create Invoice

Create a new invoice in Agiled. Specify the client, issue date, due date, currency, and line items for billing.

Create Expense

Create a new expense record in Agiled. Track business expenses with an amount, category, date, and optional project association.

Create Estimate

Create a new estimate in Agiled. Specify the client, valid dates, and amounts for a quote or proposal.

Get Employee

Retrieve an employee by ID, or list employees with pagination. Returns employee details including name, department, designation, and contact info.

Delete Contact

Permanently delete a contact from Agiled. This action cannot be undone.

Update Task

Update an existing task in Agiled. Change the title, description, assignee, due date, priority, or mark it as complete.

Update Project

Update an existing project in Agiled. Change the name, deadlines, budget, status, or other project details.

Get User

Retrieve a user account by ID, or list all users in the Agiled workspace. Returns user details including name, email, and role.

Get Contract

Retrieve a contract by ID, or list contracts with pagination. Returns contract details including subject, value, client, and dates.

Get Estimate

Retrieve an estimate by ID, or list estimates with pagination. Returns estimate details including amounts, client, status, and dates.

Get Task

Retrieve a task by ID, or list tasks with pagination. Returns task details including title, status, assignee, and due date.

Create Project

Create a new project in Agiled. Define the project name, details, deadlines, budget, and assign it to a client.

Get Ticket

Retrieve a support ticket by ID, or list tickets with pagination. Returns ticket details including subject, status, priority, and assignee.

Create Ticket

Create a new support ticket in Agiled. Assign it to a team member with subject, description, and priority.

Get Invoice

Retrieve an invoice by ID, or list invoices with pagination. Returns invoice details including amounts, client, status, and dates.

Get Product

Retrieve a product by ID, or list products with pagination. Returns product details including name, price, and description.

Update Contact

Update an existing contact's details in Agiled. Provide the contact ID and any fields you want to change.

Get Contact

Retrieve a contact by ID, or list contacts with pagination. Use this to look up a specific contact's details or browse all contacts in your Agiled account.

Get Deal

Retrieve a deal by ID, or list deals with pagination. Returns deal details including name, value, stage, and associated contact.

Get Project

Retrieve a project by ID, or list projects with pagination. Returns project details including name, status, deadlines, and associated client.

Create Task

Create a new task in Agiled. Tasks can be assigned to projects, team members, and given due dates and priorities.

Create Time Entry

Log a new time entry in Agiled. Track hours worked against projects and tasks with start/end times and a memo.