Connect Agiled with Hookshot™ and your stack

Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.

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Tools and triggers

What Agents can do in Agiled

Available tools and events after Agiled is connected.

  • 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…

  • 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…

  • Create Ticket

    Tool to create a new support ticket in Agiled. Use after gathering all required ticket details (subject, message, priority, user ID).

  • 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 Tickets

    Tool to retrieve a list of all tickets. Use after obtaining API token when you need an overview of support or issue tickets.

  • Get Timesheets

    Tool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.

  • Get Users

    Tool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.

  • GET_TASKS

    Tool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.

Setup

Connect Agiled in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.