Agiled for your voice agent

Agiled is an all-in-one business management platform for CRM, projects, and finance. It helps you streamline workflows, consolidate client data, and manage business processes in one place.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Agiled and paste it on a secure page in Connected apps.
What it reads
14 actions, such as get Contacts, get Currencies and get Deals.
What it changes
4 actions, such as create Expense, create Project and create Task.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 18. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Agiled actions

Reads 14

  • Get Contacts
  • Get Currencies
  • Get Deals
  • Get Employees
  • Get Estimates
  • Get Expenses
  • Get Invoices
  • Get Products
  • Get Project Categories
  • Get Projects
  • GET_TASKS
  • Get Tickets
  • Get Timesheets
  • Get Users

Changes 4

  • Create Expense
  • Create Project
  • Create Task
  • Create Ticket

Agiled setup

  1. Pasting a Agiled API key

    Create an API key in Agiled, choose Agiled in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 18 actions the agent may use. Start with lookups and add the ones that change Agiled when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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