Automation Platforms

Agiled supports automation-platform integrations through the public API, OAuth2, and webhook subscriptions. Use these integrations when teams want to move data between Agiled and external tools without writing custom code.

Supported Platforms

• Zapier app package: apps/zapier
• n8n community node package: apps/n8n
• Make custom app specification: apps/make

Each platform uses Agiled OAuth2 and receives a token scoped to the public API. Users connect their own Agiled account from the automation platform. You create one OAuth client for the platform app or n8n instance, not one OAuth client for every Agiled user.

Available Records

The automation integrations expose public API records across CRM, finance, work, scheduling, docs, files, forms, products, users, and lookup records.

Common modules include contacts, accounts, deals, tickets, projects, tasks, time entries, invoices, estimates, expenses, payments, products, files, documents, document templates, forms, pipelines, users, appointments, event types, and booking pages.

Fields that reference another Agiled record use dropdowns where the public API has a list endpoint, so users do not need to paste raw IDs for normal workflows.

OAuth Setup

1. Create the app or node in the platform developer console.
2. Copy the OAuth redirect URL shown by the platform.
3. Register an Agiled OAuth client for that redirect URL.
4. Add the returned client ID and client secret to the platform app settings.
5. Connect an Agiled account from the platform and run a small test action.

Zapier:

ZAPIER_REDIRECT_URI="https://zapier.com/dashboard/auth/oauth/return/AppIDCLIAPI/" \
  bun run --cwd apps/zapier register-client

n8n:

N8N_REDIRECT_URI="https://your-n8n.example.com/rest/oauth2-credential/callback" \
  bun run --cwd apps/n8n register-client

Make:

MAKE_REDIRECT_URIS="https://www.make.com/oauth/cb/app" \
  bun run --cwd apps/make register-client

n8n Notes

Install the generated n8n package in the n8n instance that should expose Agiled nodes. The package includes an Agiled action node, an Agiled trigger node, and an OAuth2 credential.

The n8n credential uses an Agiled token wrapper endpoint so n8n can receive a resource-bound public API token without asking users to configure resource parameters manually.

Make Notes

Build the Make app specification before importing or updating the custom app:

bun run --cwd apps/make build

The generated Make components are written to apps/make/dist/components. Use the generated OAuth connection, modules, RPC dropdowns, and dedicated webhooks inside the Make app builder. The generated app also includes Make's required universal API-call module for endpoints that are not covered by a dedicated module.

Related Docs

• OAuth app connections
• API authentication
• Public API webhooks