Agiliron + Cognito Forms
Create leads in Agiliron from new Cognito Forms entries
Create leads in Agiliron from new Cognito Forms entries.
Create leads in Agiliron from new Cognito Forms entries.
- When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create / Update LeadCreate / Update a Lead in Agiliron
ActionWriteCreate a new record or update an existing record in your app.
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FormRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FormRequired
Availability Start
Availability End
Not Available Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FormRequired
Entry IdRequired
Template NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountNumber
ParentCompany
AccountName
Website
Telephone
Fax
TickerSymbol
OtherPhone
Email
Employees
OtherEmail
Ownership
Rating
Industry
SICCode
Type
AnnualRevenue
SalesManager
AssignedToUser
TaxAuthority
SalesArea
SalesPerson
AccountStatus
Priority
PaymentMethod
TermsAndConditions
Carrier
ShippingMethod
DeliverFrom
BackorderHandling
SpecialHandling
BillingAddress
BillingSuburb
BillingCity
BillingPostcode
BillingState
BillingCountry
ShippingAddress
ShippingCity
ShippingPostcode
ShippingState
ShippingCountry
PriceBook
SpecialsPriceBook
Discount
CreditLimitExpires
CreditLimit
TaxID
ResellerID
DefaultCurrency
Credits
Description
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Add / Update Event
Triggers when a new Event is Created or Updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PotentialId
PotentialName
Amount
AccountName
ExpectedCloseDate
Type
NextStep
LeadSource
SalesStage
AssignedTo
Probability
CreatedTime
ModifiedTime
Description
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrderNo
AgilironOrderNo
PurchaseOrderId
OrderDate
OrderDateUTC
ModifiedDate
ModifiedTimeUTC
Subject
VendorId
VendorName
VendorPhone
VendorEmailAddress
ContactId
ContactFirstName
ContactLastName
Phone
Fax
TrackingNo
EmailAddress
BillTo
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
Status
ReceivedDate
DueDate
AssignedTo
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverTo
ExportToQuickbooks
RelatedSalesOrders
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.QuoteId
QuoteNo
ChannelId
ChannelName
Subject
PotentialName
QuoteStage
ValidTill
CustomerNo
RelatedSO
AccountId
AccountName
AccountPhone
AccountEmailAddress
ContactId
ContactFirstName
ContactLastName
ContactPhone
ContactEmailAddress
Team
BillingName
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShipToPhone
ShipToEmailAddress
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
DefaultPriceBook
AssignedTo
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverFrom
QuoteLineItems
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrderNo
AgilironOrderNo
ChannelId
ChannelName
OrderDate
Subject
PotentialName
QuoteName
AccountId
AccountName
AccountPhone
AccountEmailAddress
ContactFirstName
ContactLastName
ContactPhone
ContactEmailAddress
BillingName
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShipToPhone
ShipToEmailAddress
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
OrderDiscountCode
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
Status
ShippingStatus
AdditionalFees
DefaultPriceBook
DueDate
InvoiceNo
InvoiceDate
CallDate
CustomerNo
AssignedTo
ExportToQuickbooks
Type
Priority
Pending
Salescommission
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverFrom
ShippingDate
TrackingNo
ActualShippingCost
SpecialHandling
ShipQPriority
BackorderHandling
PacklistType
AmazonPrimeShipping
Cancelled
OnHold
RelatedPOs
RelatedDropShipPOs
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.VendorName
AccountNumber
ParentCompany
PrimaryContact
OtherPhone
OtherEmail
Category
Fax
Website
Rating
AssignedToUser
Type
TaxAuthority
CreditLimit
CreditLimitExpires
PriceBook
DefaultCurrency
Discount
PaymentMethod
TermsAndConditions
Carrier
ShippingMethod
DeliverTo
Street
City
Postcode
State
Country
Telephone
Email
Description
VendorCustomFields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ContactId
First NameRequired
Last NameRequired
EmailRequired
Office Phone
Mobile
Home Phone
Other Phone
Fax
Account Name
AccountID
Vendor Name
VendorID
Contact Type
Title
Department
Reports To
Reports To ID
Assistant
YahooID
Assistant Phone
DoNotCall
EmailOptOut
Assigned To User
LeadSource
Birthday
MailingStreet
MailingCity
Mailing State
Mailing Zip
Mailing Country
Other Street
Other City
Other State
Other Zip
Other Country
Created Time
Mofified Time
Description
Salutation
B2BCustomer
B2BChannels
ZapierId
Company
Reference Number
Person Name
Micro ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
Salutation
First Name
Last NameRequired
CompanyRequired
Designation
Phone
Mobile
Fax
Email
Website
Industry
SIC Code
AnnualRevenue
NumberOfEmployees
ContactType
LeadSource
LeadStatus
Rating
EmailOptOut
Title
YahooID
Street
City
State
Zip
Country
Description
AssignedTo
AssignedGroupName
DefaultCurrency
Created Time
Created Time UTC
Mofified Time
Modified Time UTC
Action
ZapierId
Skype ID
Microsoft ID
Lead Stage in SF
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderNo
AgilironOrderNo
PurchaseOrderId
OrderDate
OrderDateUTC
ModifiedDate
ModifiedTimeUTC
Subject
VendorId
VendorName
VendorPhone
VendorEmailAddress
ContactId
ContactFirstName
ContactLastName
Phone
Fax
TrackingNo
EmailAddress
BillTo
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
Status
ReceivedDate
DueDate
AssignedTo
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverTo
ExportToQuickbooks
RelatedSalesOrders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteId
QuoteNo
ChannelId
ChannelName
Subject
PotentialName
QuoteStage
ValidTill
CustomerNo
RelatedSO
AccountId
AccountName
AccountPhone
AccountEmailAddress
ContactId
ContactFirstName
ContactLastName
ContactPhone
ContactEmailAddress
Team
BillingName
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShipToPhone
ShipToEmailAddress
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
DefaultPriceBook
AssignedTo
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverFrom
ProductsName
ProductCode
ProductSKUCode
ProductNotes
ProductQty
ProductPrice
ProductDiscount
ProductTotal
ZapierId
Quote Terms
Quote Info
Quote Description
Test Quote
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderNo
AgilironOrderNo
ChannelId
ChannelName
OrderDate
Subject
PotentialName
QuoteName
AccountName
AccountPhone
AccountEmailAddress
ContactFirstName
ContactLastName
ContactPhone
ContactEmailAddress
BillingName
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShipToPhone
ShipToEmailAddress
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
OrderDiscountCode
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
Status
ShippingStatus
AdditionalFees
DefaultPriceBook
DueDate
InvoiceNo
InvoiceDate
CallDate
CustomerNo
AssignedTo
ExportToQuickbooks
Type
Priority
Pending
Salescommission
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverFrom
ShippingDate
TrackingNo
ActualShippingCost
SpecialHandling
ShipQPriority
BackorderHandling
PacklistType
AmazonPrimeShipping
Cancelled
OnHold
RelatedPOs
RelatedDropShipPOs
ZapierId
Quote Terms
Quote Info
Test Quote
Membership
Quote Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderNo
AgilironOrderNo
ChannelId
ChannelName
OrderDate
Subject
PotentialName
QuoteName
AccountName
AccountPhone
AccountEmailAddress
ContactFirstName
ContactLastName
ContactPhone
ContactEmailAddress
BillingName
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShipToPhone
ShipToEmailAddress
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
OrderDiscountCode
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
Status
ShippingStatus
AdditionalFees
DefaultPriceBook
DueDate
InvoiceNo
InvoiceDate
CallDate
CustomerNo
AssignedTo
ExportToQuickbooks
Type
Priority
Pending
Salescommission
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverFrom
ShippingDate
TrackingNo
ActualShippingCost
SpecialHandling
ShipQPriority
BackorderHandling
PacklistType
AmazonPrimeShipping
Cancelled
OnHold
RelatedPOs
RelatedDropShipPOs
ZapierId
Quote Terms
Quote Info
Test Quote
Membership
Quote Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorName
AccountNumber
ParentCompany
PrimaryContact
OtherPhone
OtherEmail
Category
Fax
Website
Rating
AssignedToUser
Type
TaxAuthority
CreditLimit
CreditLimitExpires
PriceBook
DefaultCurrency
Discount
PaymentMethod
TermsAndConditions
Carrier
ShippingMethod
DeliverTo
Street
City
Postcode
State
Country
Telephone
Email
Description
VendorCustomFields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteId
ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Agiliron Order No
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountName
EmailId
FirstName
LastName
ZapierId
ActionThis is an event a Zap performs.SearchFind existing data in your appZapierId
ActionThis is an event a Zap performs.SearchFind existing data in your appSubject
ZapierId
ActionThis is an event a Zap performs.SearchFind existing data in your appSubject
ZapierId
ActionThis is an event a Zap performs.SearchFind existing data in your appZapierId
VendorName
ActionThis is an event a Zap performs.SearchFind existing data in your app
FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FormRequired
IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Salutation
First Name
Last Name
Office Phone
Mobile
Home Phone
Other Phone
Fax
Account Name
Account ID
Vendor Name
Vendor ID
Contact Type
Title
Department
Email
Reports To
Reports to ID
Assistant
Yahoo ID
Assistant Phone
Do Not Call
Email Opt Out
Assigned to User
Lead Source
Birthday
Contact Profile
Mailing Street
Mailing City
Mailing State
Mailing Zip
Mailing Country
Other Street
Other City
Other State
Other Zip
Other Country
Created Time
Modified Time
Description
B2B Customer
B2B Channels
Zapier ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead ID
Salutation
First Name
Last Name
Company
Designation
Phone
Mobile
Fax
Email
Website
Industry
SICCode
Annual Revenue
Number Of Employees
Contact Type
Lead Source
Lead Status
Rating
Email Opt Out
Yahoo ID
Created Time
Created Time UTC
Mofified Time
Modified Time UTC
Street
City
State
Zip
Country
Description
Assigned To
Assigned Group Name
Default Currency
Skype ID
Microsoft ID
Lead Stage in SF
Barcode
Zapier Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProductName
ProductCode
Barcode
ProductCategory
SalesStartDate
SalesEndDate
SupportStartDate
SupportExpiryDate
ContactName
CommissionRate
PreferredVendor
Manufacturer
ProductType
ProductImages
SeoTitle
SeoDescription
SeoKeywords
Description
ManufacturerPartNo
Website
ProductStockManager
SendStockNotification
AutoCreatePOAtReorderLevel
Asin
FNSKU
EbayItemId
Volume
Length
Width
Height
WeightMajor
WeightMinor
ShippingCost
Irregular
IncomeAccount
CogsAccount
AssetAccount
ExpenseAccount
TaxCategory
QuickbooksItem
TaxcloudTaxCode
AvalaraTaxCode
AmazonCategory
UsageUnit
QtyPerUnit
QtyInStock
QtyOnSO
QtyOnPO
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrderNo
AgilironOrderNo
PurchaseOrderId
OrderDate
OrderDateUTC
ModifiedDate
ModifiedTimeUTC
Subject
VendorId
VendorName
VendorPhone
VendorEmailAddress
ContactId
ContactFirstName
ContactLastName
Phone
Fax
TrackingNo
EmailAddress
BillTo
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
Status
ReceivedDate
DueDate
AssignedTo
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverTo
ExportToQuickbooks
RelatedSalesOrders
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrderNo
AgilironOrderNo
ChannelId
ChannelName
OrderDate
Subject
PotentialName
QuoteName
AccountId
AccountName
AccountPhone
AccountEmailAddress
ContactFirstName
ContactLastName
ContactPhone
ContactEmailAddress
BillingName
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShipToPhone
ShipToEmailAddress
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
OrderDiscountCode
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
Status
ShippingStatus
AdditionalFees
DefaultPriceBook
DueDate
InvoiceNo
InvoiceDate
CallDate
CustomerNo
AssignedTo
ExportToQuickbooks
Type
Priority
Pending
Salescommission
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverFrom
ShippingDate
TrackingNo
ActualShippingCost
SpecialHandling
ShipQPriority
BackorderHandling
PacklistType
AmazonPrimeShipping
Cancelled
OnHold
RelatedPOs
RelatedDropShipPOs
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add / Update Task
Triggers when a new Task is Created or Updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountNumber
ParentCompany
AccountName
Website
Telephone
Fax
TickerSymbol
OtherPhone
Email
Employees
OtherEmail
Ownership
Rating
Industry
SICCode
Type
AnnualRevenue
SalesManager
AssignedToUser
TaxAuthority
SalesArea
SalesPerson
AccountStatus
Priority
PaymentMethod
TermsAndConditions
Carrier
ShippingMethod
DeliverFrom
BackorderHandling
SpecialHandling
BillingAddress
BillingSuburb
BillingCity
BillingPostcode
BillingState
BillingCountry
ShippingAddress
ShippingCity
ShippingPostcode
ShippingState
ShippingCountry
PriceBook
SpecialsPriceBook
Discount
CreditLimitExpires
CreditLimit
TaxID
ResellerID
DefaultCurrency
Credits
Description
AccountCustomFields
ZapierId
Membership
Description 2
Skype Email ID
Preferred Food
No Purchase in last 90 Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventId
Subject
StartDate
StartTime
DurationInHours
DurationInMinutes
RecurringEvents
RepeatUntil
AccountName
ContactName
RelatedToType
RelatedToValue
SendReminder
ReminderDays
ReminderHours
ReminderMinute
Status
SendNotification
ActivityType
Location
CreatedTime
ModifiedTime
Description
ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PotentialId
PotentialName
Amount
AccountName
ExpectedCloseDate
Type
NextStep
LeadSource
SalesStage
AssignedTo
Probability
CreatedTime
ModifiedTime
Description
ZapierId
SkypeID
MicrosoftID
Company
Current Stage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderNo
AgilironOrderNo
PurchaseOrderId
OrderDate
OrderDateUTC
ModifiedDate
ModifiedTimeUTC
Subject
VendorId
VendorName
VendorPhone
VendorEmailAddress
ContactId
ContactFirstName
ContactLastName
Phone
Fax
TrackingNo
EmailAddress
BillTo
BillingStreet
BillingCity
BillingState
BillingZipCode
BillingCountry
ShipToName
ShippingStreet
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
OrderDiscount
SubTotal
ShippingCost
SalesTaxAuthority
SalesTaxes
GrandTotal
DefaultCurrency
ExchangeRate
Status
ReceivedDate
DueDate
AssignedTo
TermsAndConditions
Description
Carrier
ShippingMethod
DeliverTo
ExportToQuickbooks
RelatedSalesOrders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductsName
ProductCode
ProductSKUCode
ProductNotes
ProductQty
ProductPrice
ProductDiscount
ProductTotal
QuoteId
QuoteNo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderNo
SalesOrderId
OrderLineNo
ProductsName
ProductCode
MatrixSKUCode
SerialNo
ProductNotes
ProductQty
ProductPrice
ProductDiscount
ProductTotal
LineItemLocation
LineItemShippingCarrier
LineItemShippingMethod
LineItemTrackingNumber
LineItemShippingCost
LineItemShippingDate
LineItemShippingStatus
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskID
SubjectRequired
Start DateRequired
Start TimeRequired
Due Date
Account Name
Contact Name
Related To Type
Related To Value
Status
Send Notification
Activity Type
Priority
CreatedTime
ModifiedTime
Description
ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountName
ZapierId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Agiliron Order No
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
ZapierId
ActionThis is an event a Zap performs.SearchFind existing data in your appPotential Name
ZapierId
ActionThis is an event a Zap performs.SearchFind existing data in your appSubject
ZapierId
ActionThis is an event a Zap performs.SearchFind existing data in your appSubject
ZapierId
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Agiliron
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