Actionist·Aqtos
Aqtos

Aqtos

· #324 most-used

One business OS for projects, clients, money, and your team

CRMCommunicationProductivityProjectsAnalyticsFinanceHR

Aqtos BOSS is an all-in-one business operating system that consolidates work management, CRM, HR, finance, and internal communications into a single platform — no per-user fees, no scattered data. Connect it to Actionist and your agents can manage tasks and projects, update client pipelines, create invoices, track employee records, monitor website uptime, send internal messages, and surface health-check analytics across every module — without anyone opening another tab.

Try Aqtos with ActionistVisit Aqtos
Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate manual CRM entry, milestone invoice creation, onboarding task setup, SLA monitoring, and contract renewal tracking — the five highest-volume repetitive workflows in an Aqtos-based business.

Schedule

What your Aqtos agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Aqtos × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~13 hrsSaved / week
6Personas served
For sales
Featured3 apps

Inbound lead to CRM and follow-up task in 60 seconds

Every inbound lead lands in Aqtos CRM with a structured follow-up task and a calendar slot for the rep — before anyone has read the notification email. No lead sits unassigned over a weekend or gets lost between tools.

~4 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new lead submits a contact form or books an intro call
Trigger
Step 1
Google Sheets
Detect new row added to the leads intake spreadsheet
write
Step 2
Aqtos
Create client record in Aqtos CRM with name, email, and lead source
write
Step 3
Aqtos
Create follow-up task assigned to territory rep with 48-hour due date
write
Step 4
Aqtos
Send internal chat message to the #sales channel with lead summary
write
Step 5
Google Calendar
Schedule a 15-minute outreach slot for the assigned rep
Result
Create client record in Aqtos CRM with name, email, and lead sourceCreate follow-up task assigned to territory rep with 48-hour due dateSend internal chat message to the #sales channel with lead summarySchedule a 15-minute outreach slot for the assigned rep
The win
Saved per run
12 min
Runs / week
~20×
100% of leads are in Aqtos CRM within 60 seconds of arriving
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    50 min / week
    Manual CRM data entry for every lead

    Reps copy lead details from email or forms into Aqtos CRM manually, create a follow-up task, and notify the team — typically 5-10 minutes per lead that could be doing something more valuable.

    Sales Agent
    0 min
    Agent creates CRM records and follow-up tasks automatically

    When a new lead arrives, the agent creates an Aqtos client record, assigns a follow-up task to the rep, and posts a lead summary to the sales channel — all within about a minute of the form submission.

  • Marketing
    45 min / week
    Weekly manual CRM hygiene sessions

    A marketer opens Aqtos each Monday to review new records, look up company details manually, and add missing tags — easily 30-60 minutes per week on pure data hygiene.

    Marketing Agent
    0 min
    Agent enriches and tags client records automatically each week

    The Marketing Agent scans new Aqtos client records, enriches missing company data, and tags each with the correct lead source — clean attribution data without manual review.

  • Customer Support
    60 min / week
    Manual SLA monitoring across open tickets

    Support leads scan the Aqtos WORK board periodically to spot critical tickets that have gone quiet, then manually escalate and notify account managers — a process that depends on someone remembering to check.

    Customer Support Agent
    0 min
    Agent escalates stale critical tickets automatically

    The Support Agent checks all critical Aqtos tasks hourly, escalates any with no update for four or more hours, and alerts both the support lead and the account manager — no SLA breach goes unnoticed.

  • Human Resources
    45 min / week
    Manual onboarding setup for each new hire

    HR manually creates the employee record, copies the onboarding task template, assigns each task to the right person, and sends individual notifications — typically 45-60 minutes per new hire, all before the person even starts.

    Human Resources Agent
    0 min
    Agent creates the full onboarding project the moment an offer is signed

    When a signed offer lands in the HR folder, the agent creates the employee record, a structured Aqtos onboarding project with assigned tasks, and notifies IT and the hiring manager — all before anyone reads the notification.

  • Finance
    40 min / week
    Monthly invoice assembly from project notes

    Finance reviews completed project tasks at month end, identifies billable milestones, pulls client details from the CRM, and creates invoices manually — a process that is time-consuming and prone to missed billings.

    Finance Agent
    0 min
    Agent creates milestone invoices the moment tasks are marked Done

    When a billable milestone is completed in Aqtos WORK, the agent creates the invoice in Aqtos MONEY with the correct amount and client details — nothing is missed at month end because invoicing is tied to task completion, not memory.

  • Operations
    75 min / week
    Pre-standup task board review across all projects

    An operations lead manually opens Aqtos before standup, checks each project for overdue or stalled tasks, notes any uptime issues, and mentally assembles a status picture — easily 15-20 minutes of tab-clicking every morning.

    Operations Agent
    0 min
    Agent delivers a cross-team health digest every morning before standup

    The Operations Agent lists all overdue and unassigned tasks across Aqtos projects, pulls website uptime from Aqtos TECH, and sends a structured digest to the ops channel — leadership enters standup with a live picture.

  • Legal
    30 min / week
    Manual contract expiry monitoring

    The legal team maintains a separate spreadsheet of contract end dates and manually checks it each week, then creates renewal tasks in Aqtos when a contract comes into range — a process that depends on the spreadsheet being up to date.

    Legal Agent
    0 min
    Agent flags expiring contracts 60 days out and creates structured renewal tasks

    The Legal Agent scans Aqtos client records for contracts expiring within 60 days, creates renewal tasks with sub-tasks for review, negotiation, and signing, and notifies the account manager and legal lead — every renewal gets a proper runway.

+ 100s of other Aqtos automations
Average time saved
35 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

Based on Aqtos's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug Aqtos into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Aqtos via an API key generated in your Aqtos BOSS developer settings.

1
Open Aqtos Developer Settings

Log in to Aqtos BOSS, go to Settings → Developer → API Keys and generate a new key with the scopes you need.

2
Copy the key

Copy the generated API key. Treat it like a password and store it in a secrets manager.

3
Paste into Actionist

In the Actionist Apps library, find Aqtos, click Connect, paste your API key, and click Test connection.

Credentials you'll need
API key*
Aqtos → Settings → Developer → API Keys → Generate new key
Actions

16 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
FAQs

Questions about Aqtos + Actionist

How does Actionist connect to Aqtos?
Go to the Apps tab in Actionist, find Aqtos, and click Connect. You will be prompted for an API key from your Aqtos BOSS settings. In Aqtos, go to Settings → Developer → API Keys, generate a new key with the scopes for the modules your agents will access (Work, People, Money, Office, Tech), and paste it into Actionist. The agent runs a read-only test call to confirm the handshake before any actions run.
Which Aqtos modules can Actionist agents access?
Actionist agents can read and write across Aqtos's five core modules: WORK (tasks, projects, checklists), PEOPLE (clients, employees, CRM pipeline), MONEY (invoices, expenses), OFFICE (internal chat messages), and TECH (website uptime monitor status). The depth of access depends on the scopes you grant when generating the API key in Aqtos Developer Settings.
Can Actionist agents create tasks and projects in Aqtos automatically?
Yes. Agents can create tasks, update their stage and assignee, list all tasks in a project, and create new projects — all without anyone opening Aqtos. The most common pattern is triggering task creation from another app event: a deal closed in your CRM creates a delivery project, a completed milestone creates an invoice, or an approved hire creates an onboarding checklist. Any app connected to Actionist can feed data into Aqtos WORK.
Can Actionist send messages through Aqtos OFFICE chat?
Yes. The Send Internal Chat Message action lets agents post notifications directly into Aqtos OFFICE — to individual employees or team channels. This is useful for automated alerts (overdue tasks, invoice created, SLA breach) that need to appear in the same system where the work happens rather than requiring team members to context-switch to Slack or email. Note that Actionist does not monitor Aqtos OFFICE chat as a trigger source — outbound messaging is supported; inbound message detection is not.
Does Aqtos have real-time triggers that Actionist can listen to?
Based on Aqtos's current API capabilities, Aqtos does not expose webhook-based outbound triggers. Actionist agents interact with Aqtos through scheduled agent tasks — running on a cadence you define (daily, weekly, hourly) to read and update data. If you need to react to events in Aqtos, the recommended pattern is a scheduled polling task that checks for new records or status changes since the last run.
Can I use Actionist to automate Aqtos invoicing alongside my accounting software?
Yes. A common multi-step pattern is: (1) an Aqtos task marked Done triggers the agent, (2) the agent creates an invoice in Aqtos MONEY, (3) the agent logs the same invoice line in a Google Sheets revenue tracker or pushes it to QuickBooks or Xero via those apps' Actionist connections. Aqtos handles the client-facing invoice; your accounting tool gets a matching record. All three steps run in the same scheduled agent task.
How does Actionist handle the different Aqtos pricing plans?
Actionist connects to the Aqtos API regardless of whether your Aqtos plan is Starter, Pro, or Enterprise — the connection method (API key) is available across plans. The breadth of data your agent can access depends on which Aqtos modules your plan includes. If you are on the Starter plan with limited users or module access, those same limits apply when the agent makes API calls on your behalf.
What is the best way to combine Aqtos with other apps in Actionist workflows?
Aqtos works well as both a destination and a source in multi-app workflows. As a destination: route data from Google Sheets, Gmail, DocuSign, or your calendar into Aqtos tasks, client records, and invoices. As a source: pull task lists, client data, or expense records from Aqtos and feed them into Google Sheets for reporting, Slack for alerts, or QuickBooks for accounting. Any of Actionist's connected apps can work alongside Aqtos in the same workflow — the most effective setups use Aqtos as the operational system of record and other apps for communication, reporting, or specialist functions.