ceven

Agiled

Syncs your CRM deals, project tasks, and financial records into automated workflows that move clients from the first lead to final invoice.

Try Agiled in Ceven

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Standard

Why use Ceven?

  1. AI native Agiled integration

    • Describe the outcome and Ceven picks the right Agiled calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Agiled data, across all 18 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Agiled access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Agiled, when, and on whose behalf.
    • The agent pauses and asks when Agiled is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Agiled.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Agiled action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Agiled, and when to use it.

Create Project
Use this when a deal is won to set up the project workspace before assigning specific tasks.
Create Task
Add a new task to a project board. Use this to break down project milestones into actionable items.
Create Ticket
Use this to log a new support request or issue. Requires subject, message, and priority.
Create Expense
Log a new business expense. Use this after gathering the amount and vendor details.
Get Contacts
Pull a list of all CRM contacts. Use this to find client details or verify email addresses.
Get Deals
Retrieve all active and closed deals for pipeline reporting and revenue forecasting.
Get Projects
Pull a list of all current projects to check status or find a project ID.
Get Tasks
Retrieve all tasks across the account to identify bottlenecks or overdue items.
Get Tickets
Pull a list of all support tickets to monitor response times and open issues.
Get Invoices
Retrieve all invoices to track payment status and outstanding balances.
Get Timesheets
Pull time logs for a specific project ID to calculate billable hours.
Get Employees
Pull the employee directory to assign tasks or projects to the right team member.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
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 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 Users
Tool to retrieve a list of users from agiled. use when you need the full user directory for selection or validation.

18 actions · scroll to see them all

Frequently asked questions

Ceven connects to Agiled using an API key provided from your account settings. When you enter your key, we store it in an encrypted vault that is isolated from the model. Every request the agent makes includes this key in the header to authenticate as your user. You can rotate this key in Agiled at any time, which will require a quick update in the Ceven connection panel. We never share this key with third party services and it is only used to execute the specific actions you trigger in your workflows.
Yes. You can build a workflow where Ceven monitors your Agiled deals. When a deal status changes to won, the agent can immediately trigger the Create Project action. It can then pull the associated contact and products to populate the project details. You can even go further by having the agent create a set of template tasks for the project, ensuring your onboarding process is identical for every new client without any manual setup by your team.
Yes, Agiled imposes API rate limits that vary based on your subscription tier. If a Ceven workflow attempts to pull thousands of tasks or contacts in a very short window, Agiled may return a 429 error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will pause and retry the request automatically. For very large data exports, we recommend scheduling the workflow to run in smaller batches to avoid hitting these limits and ensuring a smooth data flow.
Ceven can read, search, and create tickets in Agiled. This allows you to build a bridge between your communication tools and your support desk. For example, if a client sends a specific keyword in an email, Ceven can use the Create Ticket action to log the issue in Agiled and assign it to the correct employee. The agent can also pull a list of open tickets every morning and send a summary to your Slack channel so nothing falls through the cracks.
The agent uses the Get Timesheets action to pull all logged hours for a specific project ID. It can then sum these hours and multiply them by the client rate found in the contact or project record. Once the total is calculated, Ceven can use the invoice tools to draft a record in Agiled. This removes the need for a human to manually audit timesheets at the end of the month, reducing billing errors and speeding up the payment cycle.
Absolutely. Because Ceven is a workflow layer, it can read data from Agiled and write it elsewhere. You can set up a workflow that pulls all expenses from Agiled via the Get Expenses action and pushes them into QuickBooks or Xero. This ensures your financial reporting is always current without requiring double entry. The agent can match the expense category in Agiled to the correct chart of accounts in your accounting software automatically.
Ceven only has access to the data that the API key you provide permits. Most Agiled API keys provide broad access to the account, but the agent only requests the specific data needed to fulfill your prompt. If you ask for a list of projects, it calls the Get Projects endpoint. It does not scrape your entire database upon connection. You have full control over which workflows are active and what data they are allowed to touch within your Agiled environment.
Yes. The agent first uses the Get Employees action to retrieve a list of all team members and their unique IDs. Once it identifies the correct person for the job based on your prompt or a predefined rule, it uses that ID when calling the Create Task action. This allows you to build intelligent routing workflows where tasks are assigned based on the project category or the specific skill set required for the task.

Alternatives to Agiled

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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