Productivity
Agiled for your Agent
Flow can look up tasks, projects and pages in Agiled, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.
It asks for your approval before it changes anything in Agiled. Connect with an API key from your Agiled account.
Connect Agiled in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Agiled.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Agiled.
What Flow can do depends on what Agiled offers through its API and on the access you choose.
Things to ask
Type these to Flow once Agiled is connected.
- Agiled
Create a task in Agiled for each document the Lyon tender asks for, due two days before the deadline.
- Agiled
What is still open in Agiled for our hospital bid?
About Agiled
Agiled is an all-in-one business management platform for CRM, projects, and finance. It helps you streamline workflows, consolidate client data, and manage business processes in one place.
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