Agiled

CRM & supportCredentials form

Read CRM contacts, accounts and deals, projects, tasks, time entries, invoices and payments in Agiled, and create contacts.

12 actions

Action	Effect	Data handled
agiled_get_token_contextReturns the organization the API key works in and the abilities it has	read	General
agiled_list_contactsLists CRM contacts, filtered by email or full name, sorted and paged	read	Personal data
agiled_get_contactReturns one CRM contact, optionally with related accounts and owners	read	Personal data
agiled_create_contactCreates a CRM contact with a name, email and phone	write	Personal data
agiled_list_accountsLists CRM accounts (companies), filtered by name or email, sorted and paged	read	Personal data
agiled_list_dealsLists deals, filtered by name or status, sorted and paged	read	Personal data
agiled_list_projectsLists projects, filtered by name or status, sorted and paged	read	Personal data
agiled_list_tasksLists tasks, filtered by title, status or project, sorted and paged	read	Personal data
agiled_list_invoicesLists invoices, filtered by number or status, sorted and paged	read	Personal data
agiled_get_invoiceReturns one invoice, optionally with its account and payments	read	Personal data
agiled_list_paymentsLists payments, filtered by invoice, status or method, sorted and paged	read	Personal data
agiled_list_time_entriesLists time entries, filtered by user, project, task or dates, sorted and paged	read	Personal data

Sign-in

Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['agiled']
})