Agiled integration

CRM and support connector, available on Zeplik

Agiled is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Agiled and Zeplik can act on your customer relationships and support for you: Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more. You stay in the conversation while the assistant does the work in Agiled directly.

Zeplik exposes 14 read actions and 4 write actions for Agiled. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Agiled without your consent.

Connect Agiled on Zeplik

Try Agiled on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Agiled

Read from Agiled (14)

Runs automatically in any conversation.

  • 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.

and 2 more.

Act in Agiled (4)

Runs only after you enable write access.

  • 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).

How to connect Agiled

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Agiled immediately.

  2. Connect Agiled

    Open Settings and go to Connectors, then press Connect on Agiled. You can also connect from the Agiled page in the app.

  3. Add your Agiled API key

    Paste your Agiled API key when prompted. Zeplik stores it securely on the server and starts working with Agiled right away.

Frequently asked questions

Can I use Agiled with Zeplik?
Yes. Agiled is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Agiled account inside any conversation.
What can Zeplik do with Agiled?
Once connected, Zeplik has 14 read and 4 write actions for Agiled. Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
How do I connect Agiled to Zeplik?
You connect Agiled by pasting your own Agiled API key in Settings under Connectors. There is no separate app to install.
Does Zeplik change things in Agiled without asking?
No. Zeplik reads from Agiled by default. Any action that changes data in Agiled requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Agiled cost?
Connecting Agiled is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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