Agiloft

Overview

Integrate with Agiloft contract lifecycle management to create, read, update, delete, and search records. Supports file attachments, SQL-based selection, saved searches, and record locking across any table in your knowledge base.

How to automate Agiloft with SteelEngine

1. 01

   Create a free account

   Sign up at steelengine.com in seconds. No credit card required. Your workspace is ready immediately.

2. 02

   Add a Agiloft block

   Open a workflow, drag a Agiloft block onto the canvas, and authenticate your account.

3. 03

   Configure, connect, and run

   Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Agiloft automation is live.

Supported tools

12 Agiloft tools available in SteelEngine

• Create Record

  Create a new record in an Agiloft table.

• Read Record

  Read a record by ID from an Agiloft table.

• Update Record

  Update an existing record in an Agiloft table.

• Delete Record

  Delete a record from an Agiloft table.

• Search Records

  Search for records in an Agiloft table using a query.

• Select Records

  Select record IDs matching a SQL WHERE clause from an Agiloft table.

• Saved Search

  List saved searches defined for an Agiloft table.

• Attach File

  Attach a file to a field in an Agiloft record.

• Retrieve Attachment

  Download an attached file from an Agiloft record field.

• Remove Attachment

  Remove an attached file from a field in an Agiloft record.

• Attachment Info

  Get information about file attachments on a record field.

• Lock Record

  Lock, unlock, or check the lock status of an Agiloft record.

Frequently asked questions