Block: Agiloft Block — Zelaxy Docs

The Agiloft block integrates Agiloft Contract Lifecycle Management into your workflows. Reach for it when you need to create, read, update, or delete individual records, or run queries across any Agiloft table.

Overview

Property	Value
Type	`agiloft`
Category	tools
Color	`#001028`

When to Use

Create new contract or other records in an Agiloft table from upstream workflow data.
Read a specific record by its ID to pull contract details into your workflow.
Update fields on an existing record as part of an automated CLM process.
Delete a record by ID when cleaning up or retiring data.
Run a query against a table (e.g. status = "Active") to retrieve a filtered set of matching records.
Automate multi-step CLM workflows that chain create, read, update, and query steps together.

Configuration

Operation

Required. Dropdown selecting the action to perform. Every option maps directly to the tool that executes it:

Label	id
Create Record	`agiloft_create_record`
Read Record	`agiloft_read_record`
Update Record	`agiloft_update_record`
Delete Record	`agiloft_delete_record`
Query Records	`agiloft_query_records`

Instance URL

Required. The base URL of your Agiloft instance, e.g. https://your-instance.agiloft.com. Visible for all operations.

Knowledge Base

Required. The name of the Agiloft knowledge base to operate against (e.g. KB Name). Visible for all operations.

Required. The Agiloft username used to authenticate. Visible for all operations.

Password

Required. The Agiloft password used to authenticate. Stored as a secret field. Visible for all operations.

Table

Required. The Agiloft table to target, e.g. Contract or contacts.employees. Visible for all operations.

Record ID

The ID of the record to act on (e.g. 12345). Shown only for Read Record, Update Record, and Delete Record operations.

Data (JSON)

A JSON object of field values to write, e.g. {"field": "value"}. Shown only for Create Record and Update Record operations.

Query

A query string using Agiloft query syntax, e.g. status = "Active". Shown only for the Query Records operation.

Inputs & Outputs

Inputs (every field the block accepts):

operation (string) — Operation to perform
instanceUrl (string) — Instance URL
knowledgeBase (string) — Knowledge base
login (string) — Login
password (string) — Password
table (string) — Table name
recordId (string) — Record ID (used by Read, Update, Delete)
data (string) — Record data as a JSON string (used by Create, Update)
query (string) — Query string (used by Query Records)

Outputs (fields available to downstream blocks via {{agiloft_1.<field>}}):

recordId (string) — Record ID
data (json) — Record data
records (json) — Query results
recordCount (number) — Number of records

Tools

Agiloft Create Record (agiloft_create_record) — Creates a new record in the specified Agiloft table. Accepts instanceUrl, knowledgeBase, login, password, table, and data (JSON string of field values). Returns id (string) and fields (json) of the created record.

Agiloft Read Record (agiloft_read_record) — Reads a record by ID from an Agiloft table. Accepts instanceUrl, knowledgeBase, login, password, table, recordId, and an optional fields (comma-separated field names to return). Returns id (string) and fields (json).

Agiloft Update Record (agiloft_update_record) — Updates an existing record in an Agiloft table. Accepts instanceUrl, knowledgeBase, login, password, table, recordId, and data (JSON string of updated field values). Returns id (string) and fields (json) of the updated record.

Agiloft Delete Record (agiloft_delete_record) — Deletes a record from an Agiloft table. Accepts instanceUrl, knowledgeBase, login, password, table, and recordId. Returns id (string) and deleted (boolean) indicating whether the deletion succeeded.

Agiloft Query Records (agiloft_query_records) — Searches for records in an Agiloft table using Agiloft query syntax. Accepts instanceUrl, knowledgeBase, login, password, table, query, and optional fields, page, and limit parameters. Returns records (json array), totalCount (number), page (number), and limit (number).

YAML Example

agiloft_1:
  type: agiloft
  name: "Agiloft"
  inputs:
    operation: "agiloft_create_record"
    instanceUrl: "https://your-instance.agiloft.com"
    knowledgeBase: "KB Name"
    login: "{{AGILOFT_LOGIN}}"
    password: "{{AGILOFT_PASSWORD}}"
    table: "Contract"
    data: '{"name": "{{start.input}}", "status": "Active"}'
  connections:
    outgoing:
      - target: next-block-id

Agiloft Block