Integrations / CRM
Connect Agiled to WhatsApp: tickets, projects and expenses by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Agiled once, then ask Flann to look things up in it or get work done in it, by text or voice note. Agiled is where your leads and customers live. Flann puts that record in your pocket and keeps it current from WhatsApp.
18 actions in Agiled. 14 only look things up, and 4 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Agiled
Send any of these on WhatsApp, in your own words. Flann finds the right Agiled action and fills in the details from the conversation.
“Show me my deals in Agiled.”
“Show me my tickets in Agiled.”
“Show me my contacts in Agiled.”
“Create a task in Agiled.”
“Create a ticket in Agiled.”
“Create a project in Agiled.”
What Flann can work with in Agiled
Agiled gives Flann 18 actions across 14 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Expenses | createlook up | 2 |
| Projects | createlook up | 2 |
| Tickets | createlook up | 2 |
There are three ways to get tickets work done in Agiled. Side by side:
| Compare | Agiled on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about tickets | Filters and searches you run yourself | Only the look-ups someone built | 14 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 4 changes, made from a message |
| Agiled records | All of them, one screen at a time | Only the ones you wire up | 14 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Agiled API key, once |
YesPartlyNo
Step by step: Agiled jobs you can hand to Flann
Each step below names the Agiled action Flann actually runs.
Create a ticket from a voice note
- You message Flann on WhatsApp: “Create a ticket in Agiled with these details.”
- Flann runs
Get Ticketsin Agiled and shows you what it found. - Flann runs
Create Ticketin Agiled. - Flann creates it in Agiled and confirms in the chat.
Get answers about your projects
- You message Flann on WhatsApp: “What is the latest on our projects in Agiled?”
- Flann runs
Get Projectsin Agiled and shows you what it found. - Nothing in Agiled is changed: these are look-ups, so they run straight away.
Add an expense while you are on the move
- You message Flann on WhatsApp: “Add an expense to Agiled: here are the details.”
- Flann runs
Get Expensesin Agiled and shows you what it found. - Flann runs
Create Expensein Agiled. - Flann creates it in Agiled and confirms in the chat.
Repetitive Agiled work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in Agiled. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in Agiled, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to Agiled. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to Agiled tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks Agiled so it does not create a contact that already exists. New contacts are prepared with the tag you asked for.
What you stop doing: Event contacts reach your records while the conversation is still fresh.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Agiled
- Search for Agiled in Flann’s Connectors.
- Paste your Agiled API key into the secure form Flann opens. You will find the key in your Agiled account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Agiled action itself.
Look-ups run as soon as you ask and change nothing in Agiled. You can disconnect Agiled from Connectors at any time.
Ways to use Agiled with Flann
Follow up the leads you forgot
Ask Flann which leads in Agiled have not heard from you in a week. It lists them and drafts the follow-up for each.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Agiled and asks you to confirm.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Agiled in a few lines you can read in a queue.
Everything Flann can do in Agiled
The full list of Agiled actions available to Flann once you connect it.
Looks up 14
- Get Contacts
- Get Currencies
- Get Deals
- Get Employees
- Get Estimates
- Get Expenses
- Get Invoices
- Get Products
- Get Projects
- Get Tickets
- Get Timesheets
- Get Users
- GET_TASKS
- Get Project Categories
Changes 4
- Create Project
- Create Task
- Create Ticket
- Create Expense
More CRM apps Flann works with
TwentyCommon questions
What can Flann do with expenses in Agiled?
Flann can create and look up expenses in Agiled, using 2 actions (Create Expense, Get Expenses). Looking up runs straight away and changes nothing. The other actions create or change expenses in Agiled.
What can Flann do with projects in Agiled?
Flann can create and look up projects in Agiled, using 2 actions (Create Project, Get Projects). Looking up runs straight away and changes nothing. The other actions create or change projects in Agiled.
How does Flann connect to Agiled?
Open Connectors in Flann, choose Agiled and paste your Agiled API key into a secure form. You will find the key in your Agiled account settings. Once it is connected, Flann can use 18 actions in Agiled.
Can I use Agiled from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Agiled for you. You do not need to open Agiled.
Is Agiled included in my Flann plan?
Yes. Every Flann plan includes every app, Agiled included.