Agiloft integration for AI agents
Manage records in Agiloft CLM
Agiloft is a Sim integration in the Productivity category. Sim is the AI workspace where teams build and deploy AI agents. Sim's Agiloft integration provides 18 tools that AI agents can use inside Sim's visual workflow builder. Agiloft connects with an API key. Free to start at sim.ai.
Last updated
What Sim agents can do with Agiloft
Integrate with Agiloft contract lifecycle management to create, read, update, delete, and search records. Supports file attachments, SQL-based selection, saved searches, record locking, and running action buttons across any table in your knowledge base.
- Category
- Productivity
- Authentication
- API key
- Tools
- 18
- Triggers
- 0
- Documentation
- Agiloft docs
How to automate Agiloft with Sim
Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add an Agiloft block
Open your workspace, drag an Agiloft block onto the workflow builder, and paste in your Agiloft API key.
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.
Agent templates
Ready-to-use templates featuring Agiloft. Click any to build it instantly.
Agiloft tools
18 Agiloft tools available to Sim agents.
List Tables & Fields
List the tables and fields in an Agiloft knowledge base, to discover the logical names other operations need.
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.
Upsert Record
Create an Agiloft record, or update it when a record already matches the given fields.
Delete Record
Delete a record from an Agiloft table.
Search Records
Search for records in an Agiloft table using a query.
Natural Language Search
Search Agiloft records by describing what you want in plain language, such as "active NDAs submitted last month".
Select Records
Select record IDs matching a SQL WHERE clause from 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.
Run Action Button
Run an action button on an Agiloft record, such as an approval or send-for-signature step.
Async Status
Check whether an asynchronous Agiloft call, such as a run action button, has completed.
Saved Search
List the saved searches defined for an Agiloft table.
Get Choice Line ID
Resolve the internal numeric ID of a choice-list value, for use in EWSelect WHERE clauses against choice fields.
Frequently asked questions
Sim's Agiloft integration adds 18 tools to the AI agents you build in Sim's visual workflow builder. Manage records in Agiloft CLM.
