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 Sim
Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a Agiloft block
Open your workspace, drag a Agiloft block onto the workflow builder, and authenticate your account.
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 Sim
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
Sim's Agiloft integration lets you build AI agents that automate tasks in Agiloft without writing code. Manage records in Agiloft CLM You can connect Agiloft to hundreds of other services in the same agent — from CRMs and spreadsheets to messaging tools and databases.
Start automating Agiloft today
Build your first AI agent with Agiloft in minutes. Connect to every tool your team uses. Free to start — no credit card required.