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Beyond-Bot.ai + agiled
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to agiled.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in agiled.
Trigger Workflows
Start automated workflows in agiled based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within agiled.
Agiled 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."
Agiled 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."
Agiled Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Agiled 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.
Agiled Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Agiled Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Agiled Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Agiled Get Estimates
Tool to retrieve a list of all estimates. use after configuring the api key to list estimates for reporting.
Agiled Get Expenses
Tool to retrieve a list of all expenses. use after authenticating with your agiled api key to fetch all expense records.
Agiled Get Invoices
Tool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
Agiled Get Products
Tool to retrieve a list of all products. use when you need to display all available offerings.
Agiled Get Projects
Tool to retrieve a list of all projects. use after obtaining the api token.
Agiled Get Tasks
Tool to retrieve a list of all tasks. use when you need to fetch all tasks across your account after authentication.
Agiled 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.
Agiled Get Timesheets
Tool to retrieve timesheets for a project. use when you have a valid project id to fetch all its time logs.
Agiled Get Users
Tool to retrieve a list of users from agiled. use when you need the full user directory for selection or validation.
Agiled Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Agiled 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.