Create integrations between Agiled and Call Tools PCC to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Agiled and Call Tools PCC to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Contract Created
Triggers when a contract is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Created
Triggers when an estimate is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get Contract Types
Triggers when list of contract types required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Departments
Triggers when departments list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Expenses
Triggers when list of expenses needed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Tasks
Triggers when tasks list needed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Ticket Agents
Triggers when list of ticket agents required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Created
Triggers when an invoice is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New CRM Source
Triggers when a new crm source is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew CRM Status
Triggers when a new crm status is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct Created
Triggers when a product is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a task is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee IdRequired
NameRequired
EmailRequired
PasswordRequired
Slack Username
Hourly Rate
Joining DateRequired
Department IdRequired
Designation IdRequired
GenderRequired
LoginRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Start DateRequired
Deadline
Notes
Client Id
Status
Project Summary
Client View Task
Allow Client Notification
Manual Timelog
Project Budget
Currency Id
Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
AmountRequired
Contract Type IdRequired
Start DateRequired
End DateRequired
Description
Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Purchase DateRequired
Currency IdRequired
Member/User IdRequired
Purchase From
PriceRequired
Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
Due DateRequired
PriorityRequired
Description
Assignee/User IdRequired
Project Id
Task Category Id
Dependent Task Id
Heading/TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
First NameRequired
Last Name
Email
Phone
Job Title
Twitter
LinkedIn
Skype
Note
Tags
Account Id
Owner
CRM Source
CRM Status
CRM Stage
Next Follow Up
Last Contacted
Type
City
State
Postal Code
Address Line 1
Address Line 2
Country
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IdRequired
NameRequired
EmailRequired
PasswordRequired
Slack Username
Hourly Rate
Joining DateRequired
Department IdRequired
Designation IdRequired
GenderRequired
LoginRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Pruchase DateRequired
Currency IdRequired
User IdRequired
StatusRequired
Purchase From
PriceRequired
IdRequired
Project Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
PriceRequired
Description
IdRequired
Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Heading/ TitleRequired
Description
Start Date
Due DateRequired
Assignee/User Id
PriorityRequired
Task Category Id
Dependent Task Id
Project IdRequired
statusRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Email
Triggers when a new email is sent by a agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New SMS
Triggers when a SMS message is sent or received within Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Tags
Add To Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar Event Type IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTag IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number
Area Code
Ready
Status
Do Not Contact
Address
City
State
Zip Code (postal code)
County
Country
Contact Disposition ID
Last Agent Call Disposition ID
First Name
Last Name
Owned By User ID (uuid)
Last Call System Disposition
Add Tags
Add To Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Employee Created
Triggers when an employee is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get Contacts
Triggers when list of contacts needed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Currencies
Triggers when new currency is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Designations
Triggers when designations list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Projects
Triggers when projects list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Task Categories
Triggers when task categories list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGet Users
Triggers when users list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew CRM Stage
Triggers when a new crm stage is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Agent
Triggers when a new sales agent is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Created
Triggers when a project is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Created
Triggers when a ticket is created inside app or through API call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Id
Client Id
Invoice NumberRequired
Issue DateRequired
Due DateRequired
Sub TotalRequired
Discount
Discount Type
TotalRequired
Currency IdRequired
Status
Recurring PaymentRequired
Billing Cycle
Billing Interval
Billing Frequency
Note
Estimate Id
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Phone
Job Title
Facebook
Twitter
Linkedin
Skype
Note
Tags
Account Id
Owner
CRM Source
CRM Status
CRM Stage
Next Follow Up
Last Contacted
Type
City
State
Postal Code
Address Line 1
Address Line 2
Country
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Valid TillRequired
Sub TotalRequired
TotalRequired
Currency IdRequired
Note
Discount
Discount Type
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
PriceRequired
Description
Allow Purchase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Requester IdRequired
SubjectRequired
Status
PriorityRequired
Agent Id
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
AmountRequired
Contract Type IdRequired
Start DateRequired
End DateRequired
Description
Contract Detail
Id
Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Valid TillRequired
Sub Total
Total
Currency Id
StatusRequired
Note
Discount
Discount Type
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project id
Client Id
Issue DateRequired
Due DateRequired
Sub TotalRequired
Discount
Discount Type
TotalRequired
Currency IdRequired
StatusRequired
Recurring PaymentRequired
Billing Cycle
Billing Interval
Billing Frequency
Note
Estimate Id
Id
Item NameRequired
Item SummaryRequired
Unit PriceRequired
QuantityRequired
AmountRequired
TaxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Start DateRequired
Deadline
Notes
Client Id
Status
IdRequired
Project Summary
Client View Task
Allow Client Notfication
Manual Timelog
Project Budget
Currency Id
Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Status
PriorityRequired
IdRequired
Agent Id
Requester Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bucket IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EntryRequired
Scrub Existing Contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Contact Disposition
Last Call Agent Disposition
Ready [to Contact]
Status
Do Not Contact
Suppress Until [Future DateTime]
Owned By [User ID]
Add Tags
Remove Tags
Add To Buckets
Remove From Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Disposition IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Disposition IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number
Area Code
Ready
Status
Do Not Contact
Address
City
State
Zip Code (postal code)
County
Country
Contact Disposition ID
Last Agent Call Disposition ID
First Name
Last Name
Owned By User ID (uuid)
Last Call System Disposition
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
Add Tags
Add To Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found