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Sales & customer data

Agiloft + Era

Manage records in Agiloft CLM

Connect Agiloft to EraAll apps
Category
Sales & customer data
Connection
Connects with a key
Actions
13

What Era can do with Agiloft

Each of these is a ready step in Era’s chat and workflows.

Actions13

  • Create Record
  • Read Record
  • Update Record
  • Delete Record
  • Search Records
  • Select Records
  • Saved Search
  • Attach File
  • Retrieve Attachment
  • Remove Attachment
  • Attachment Info
  • Lock Record
  • Get Choice Line ID

How to connect

  1. 1

    In Era, find Agiloft under Apps and press Connect.

  2. 2

    Enter your Agiloft connection details (address, user, password…); Era keeps them in its encrypted vault.

  3. 3

    Now you can ask Era, or use it in your workflows.

Era modules it works with

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