Do I need to know how to code?

No coding required. Describe the workflow you want in plain English—Twin builds and runs the agent. You can adjust the goal at any time without touching any configuration files.

Can my Secure agent run on a schedule?

Agents can be scheduled to run at whatever cadence makes sense—hourly, daily, or on a custom interval. The MP360 Daily Briefing agent, for example, runs on a recurring schedule to pull fresh data from Secure each day.

Which Secure agents in the Twin community can I clone?

Browse the Secure grid further up the page for community-built starting points; each card surfaces run and clone numbers to help you pick. Cloning is faster than starting empty and the agent comes pre-wired to Secure.

What does it cost to run a Secure agent on Twin?

Twin charges by run, not by integration, so a Secure agent costs the same per execution as any other agent on the platform. Light hourly Secure jobs fit the free tier; heavier scheduled jobs move onto the paid plans.

Integration

Automate Secure with AI agents

Twin agents connect to Secure via API, reading records, updating statuses, and syncing data to tools like Gmail and AllClients—on a schedule or on demand.

Automate Secure Browse 32 Secure agents

What you can do with Secure

Real Secure workflows the Twin community runs every day, ready for you to clone.

Sync Secure records to external tools

Pull records from Secure and push them into Google Sheets or AllClients, flagging entries with missing contact fields.
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Generate daily briefings from Secure data

Read profiles, statuses, and dates from Secure to produce a structured daily summary delivered via Gmail.
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Write email content back to Secure as notes

Parse incoming Gmail messages and log the relevant content as notes against the matching Secure record.
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Sync scheduling events into Secure

When an Acuity appointment is created or updated, write the corresponding data into Secure records automatically.
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Trigger SendOutCards actions from Secure

Watch Secure for new clients or partners and queue a SendOutCards mailing when the record meets defined criteria.
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Capture loan and deal snapshots in Secure

Pull deal data from external sources and write structured loan snapshots into the relevant Secure records and tables.
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How it works

Three steps from idea to a running Secure agent.

1

Connect via OAuth

Sign in to Secure once. Twin securely manages the connection and handles token refreshes for you.
2

Describe the workflow

Tell Twin in plain English what you want done in Secure. The agent figures out the API calls itself.
3

Twin builds and runs

Twin assembles the agent, runs it on demand or on a schedule, and adapts when Secure responds in unexpected ways.

Why Twin for Secure

What makes Twin a better fit than a generic automation tool.

Works around API gaps

Secure workflows sometimes require mixing structured API calls with browser-visible pages. Twin handles both access methods in the same agent, so gaps in API coverage don't block the workflow.

Eliminates manual copy-paste

Moving data between Secure and tools like Gmail or AllClients by hand creates stale records and missed follow-ups. Twin agents run the transfer on a schedule, keeping both sides current without human intervention.

No fixed integration schema required

Secure exposes records, profiles, tables, statuses, and links. Twin reads whatever is available in the current connection and maps it to the target tool, rather than requiring a pre-built connector for every field.