Axonaut

Axonaut

#525 most-used

Run your SME from one connected command centre

CRMSalesProjectsFinanceSupport

Axonaut is an all-in-one CRM and business management platform built for small and medium-sized businesses — covering contacts, pipelines, quotes, invoicing, expenses, ticketing, and projects in a single tool. Connect it to Actionist and your agents can create companies and prospects, generate quotations and invoices, log tickets, track opportunities, and search your entire business database, all without opening a browser.

Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate manual data entry across Axonaut's CRM, billing, and ticketing modules — prospect creation, invoice generation, expense logging, ticket routing, and contract monitoring all run without human involvement in the repetitive steps.

Schedule

What your Axonaut 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
Wed–Fri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Axonaut × every other app you use

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

6Workflows
8Apps spanned
~20 hrsSaved / week
5Personas served
For sales
Featured3 apps

Lead form to qualified Axonaut opportunity in one step

When a lead submits a qualification form, the agent searches Axonaut for an existing company record. If none exists, it creates a company and employee. It then creates an opportunity in the first pipeline stage, assigns it to the correct account manager based on territory, and posts the deal summary to the #sales Slack channel. The rep's pipeline is current before they finish their current call.

~6 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a prospect submits a qualification form on the website
Result
Create Company and Employee if no match foundCreate Opportunity in the first pipeline stagePost deal summary to #sales channel
The win
Saved per run
12 min
Runs / week
~30×
Every lead lands in the pipeline with zero manual data entry
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
    20 min / week
    Manual prospect and quote entry

    Reps log into Axonaut to create company records, fill in prospect details, and build quotations by hand — 10 to 15 minutes of data entry per new lead, every time.

    Sales Agent
    0 min
    Agent handles prospect creation and quoting end-to-end

    When a lead comes in, the agent checks for duplicates, creates the company and employee record, opens an opportunity, and generates the quotation from the agreed scope — all before the rep finishes their call.

  • Marketing
    14 min / week
    Manual CRM data entry after each campaign

    After a campaign, the marketing team exports respondent lists and manually creates prospect records in Axonaut — a half-day task that delays follow-up by a full day.

    Marketing Agent
    0 min
    Agent captures campaign responses into Axonaut continuously

    Campaign form responses are converted to Axonaut prospect records within about a minute, tagged with source and lead score, so sales can act the same hour the lead comes in.

  • Customer Support
    25 min / week
    Manual ticket creation from email

    Support agents read emails, find the customer record in Axonaut, create a ticket manually, assign it to themselves, and then write the first reply — taking 5 to 7 minutes per inbound issue.

    Customer Support Agent
    0 min
    Agent creates and routes tickets from every inbound channel

    The agent creates the ticket, links it to the correct company, sets the priority, and notifies the team within about a minute of the email arriving. The agent opens the ticket with full customer context already loaded.

  • Human Resources
    10 min / week
    Manual new hire data entry in Axonaut

    HR manually creates employee records in Axonaut, assigns them to a department, and logs the onboarding event — a 15-minute task repeated for every new starter, often missed during busy hiring periods.

    Human Resources Agent
    0 min
    Agent creates employee records and onboarding events automatically

    When a new hire is confirmed in the HR system, the agent creates the Axonaut employee record, logs the onboarding event, and notifies the manager — the record is live before the new starter's first day.

  • Finance
    30 min / week
    Manual invoice creation and expense logging

    Finance creates invoices one by one in Axonaut each month, manually enters expenses from the submissions inbox, and logs payments when the bank confirms receipt — hours of routine data entry every week.

    Finance Agent
    0 min
    Agent creates invoices, logs expenses, and records payments automatically

    Monthly invoices are created from active contracts, supplier expenses are logged as they arrive, and payments are recorded when the bank confirms — finance reviews and approves rather than typing.

  • Operations
    15 min / week
    Manual supplier and product record maintenance

    Operations keeps Axonaut supplier records current by checking them manually each month and updates the product catalogue by comparing a spreadsheet against the live Axonaut entries — a slow, error-prone process.

    Operations Agent
    0 min
    Agent keeps supplier and catalogue records accurate week over week

    The agent audits supplier records for stale data, creates new supplier entries from the approved vendor list, and checks the product catalogue for completeness each week — without a spreadsheet comparison in sight.

  • Legal
    8 min / week
    Manual contract and quotation review

    Legal tracks contract expiry dates in a shared spreadsheet, manually checks Axonaut for upcoming renewals, and follows up on expired quotations by email — an hour of admin every week with no audit trail.

    Legal Agent
    0 min
    Agent monitors contracts and flags risks automatically with a full audit trail

    The agent identifies contracts expiring within 60 days, flags expired quotations, and creates compliance events in Axonaut with the legal team notified via Slack — the audit trail is built in as the agent works.

+ 100s of other Axonaut automations
Average time saved
12 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$22 / hr
Hours saved / week
25
Hours saved / year
1,250
Annual ROI
$27,500

Based on Axonaut'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 Axonaut into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Axonaut using your personal API key. Generate it from your Axonaut account settings and paste it into Actionist to give your agents secure access to your CRM, billing, and helpdesk data.

1
Open Axonaut API Settings

Log in to Axonaut, go to your account Settings, and navigate to the API section at axonaut.com/manager/ecommerceApi.

2
Generate your API key

Copy your API key. Treat it like a password — store it in a secrets manager and do not share it.

3
Paste into Actionist

Paste your API key into the field below and click Test connection. Actionist makes a read-only call to verify the handshake.

Credentials you'll need
API Key*
Axonaut Settings > API — generate your personal API key and paste it here.
Actions

20 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

8 events your agent can react to

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

FAQs

Questions about Axonaut + Actionist

How does Actionist connect to Axonaut?
Go to the Apps tab in Actionist, find Axonaut, and click Connect. You will need an Axonaut API key, which you can generate from your Axonaut account under Settings. Paste the key into Actionist and click Test connection — Actionist makes a read-only call to verify the handshake before any actions run. Your API key stays encrypted in Actionist and is never exposed to the agent directly.
Which Axonaut modules can Actionist agents work with?
Actionist agents can create and search across the core Axonaut modules: Companies, Employees, Prospects, Opportunities, Quotations, Invoices, Invoice Payments, Expenses, Products, Suppliers, Tickets, Contracts, and Events. Agents can also respond to 13 real Axonaut triggers — from new companies and invoices to opened and closed tickets — allowing automations to kick off within about a minute of activity in Axonaut.
Can I avoid creating duplicate company records when leads come in from multiple sources?
Yes. Before creating any new company or employee, configure your agent to call Find Company or Search Company first. If a match is found, the agent adds a note or event to the existing record rather than creating a duplicate. This dedup step works whether leads arrive from form submissions, email, or imported lists — keeping your Axonaut database clean without any manual merging.
How quickly does a trigger in Axonaut reach Actionist?
Actionist polls Axonaut triggers within about a minute. This means when a new ticket is opened, a new invoice is created, or a contract is recorded in Axonaut, the agent picks it up and begins the downstream actions within about a minute. This is fast enough for routing and notification tasks but not for anything that requires a sub-second handoff.
Can Actionist generate quotations and invoices automatically in Axonaut?
Yes. The Create Quotation and Create Invoice actions let agents generate Axonaut billing documents from data in other systems — for example, creating a quote from meeting notes in Notion, or raising a monthly invoice from a contract record. The agent uses Find Product to pull the correct pricing and line items from your Axonaut catalogue, so the documents are accurate and consistent.
Can Actionist work with Axonaut if I also use a separate accounting system?
Yes. Actionist connects to many accounting and finance tools alongside Axonaut. A common pattern is for the agent to create the invoice or expense in Axonaut and then push the same data to your accounting software — keeping both systems reconciled without a manual export. As long as your accounting tool is in the Actionist App Store, the agent can write to both in a single task.
How does Actionist handle ticket routing from email to Axonaut?
When a support email arrives in a monitored inbox, the agent finds the sender's company in Axonaut to retrieve account history and customer tier, then creates a ticket with the email body, the correct priority, and the relevant company linked. A notification is posted to your support channel in Slack or Telegram. The whole sequence runs within about a minute of the email arriving — the agent handles the routing, you handle the reply.
Can Actionist track contract renewal dates and alert the account team automatically?
Yes. When a new contract is created in Axonaut, the New Contract trigger fires within about a minute and the agent can calculate the renewal date and schedule a reminder task for 60 days before expiry. On a weekly cadence, the agent also searches Axonaut for contracts approaching expiry and posts the list to the account team's Slack channel, so no renewal window is missed. This always-on monitoring requires a cloud runtime plan.
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