All integrationsCRM & Contacts

Agiloft

Search Agiloft records, create and update contracts and other records, discover tables and fields, read attachment details and resolve choice IDs.

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actions
13

Actions

Steps a workflow can run in Agiloft.

  • List tablesList tables.
  • Get tableGet table.
  • List saved searchesList saved searches.
  • Search recordsSearch records.
  • Select record idsSelect record ids.
  • Get recordGet record.
  • Create recordCreate record.
  • Update recordUpdate record.
  • Delete recordDelete record.
  • Upsert recordUpsert record.
  • List record attachmentsList record attachments.
  • Get record lockGet record lock.
  • Get choice idGet choice id.

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