Agiled + Orimon

Create contacts in Agiled from new leads in Orimon

Streamline your lead management with this workflow. When a new lead is added in Orimon, this automation creates a corresponding contact in Agiled, ensuring your client information is always up-to-date and easily accessible. Save time and stay organized with this efficient workflow between Orimon and Agiled.

When this happens...
New Lead
Triggers when a new sales lead has been received via an Orimon.ai chat-bot.
TriggerInstant
automatically do this!
Create Contact
Create a Contact with role Lead
ActionWrite

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Supported triggers and actions

New Lead
Triggers when a new sales lead has been received via an Orimon.ai chat-bot.
Trigger
Instant
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Contract Created
Triggers when a contract is created inside app or through API call.
Trigger
Instant
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Estimate Created
Triggers when an estimate is created inside app or through API call.
Trigger
Instant
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Get Contract Types
Triggers when list of contract types required.
Trigger
Polling
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Get Departments
Triggers when departments list required.
Trigger
Polling
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Get Expenses
Triggers when list of expenses needed.
Trigger
Polling
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Get Tasks
Triggers when tasks list needed.
Trigger
Polling
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Get Ticket Agents
Triggers when list of ticket agents required.
Trigger
Polling
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Invoice Created
Triggers when an invoice is created inside app or through API call.
Trigger
Instant
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New CRM Source
Triggers when a new crm source is created.
Trigger
Polling
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New CRM Status
Triggers when a new crm status is created.
Trigger
Polling
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Product Created
Triggers when a product is created inside app or through API call.
Trigger
Instant
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Task Created
Triggers when a task is created inside app or through API call.
Trigger
Instant
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- Employee IdRequired
- NameRequired
- EmailRequired
- PasswordRequired
- Slack Username
- Hourly Rate
- Joining DateRequired
- Department IdRequired
- Designation IdRequired
- GenderRequired
- LoginRequired
Action
Write
- 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
Action
Write
- SubjectRequired
- AmountRequired
- Contract Type IdRequired
- Start DateRequired
- End DateRequired
- Description
- Client IdRequired
Action
Write
- Item NameRequired
- Purchase DateRequired
- Currency IdRequired
- Member/User IdRequired
- Purchase From
- PriceRequired
- Project Id
Action
Write
- Start DateRequired
- Due DateRequired
- PriorityRequired
- Description
- Assignee/User IdRequired
- Project Id
- Task Category Id
- Dependent Task Id
- Heading/TitleRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- 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
Action
Write
- Employee IdRequired
- NameRequired
- EmailRequired
- PasswordRequired
- Slack Username
- Hourly Rate
- Joining DateRequired
- Department IdRequired
- Designation IdRequired
- GenderRequired
- LoginRequired
- IdRequired
Action
Write
- Item NameRequired
- Pruchase DateRequired
- Currency IdRequired
- User IdRequired
- StatusRequired
- Purchase From
- PriceRequired
- IdRequired
- Project Id
Action
Write
- NameRequired
- PriceRequired
- Description
- IdRequired
- Allow Purchase
Action
Write
- Heading/ TitleRequired
- Description
- Start Date
- Due DateRequired
- Assignee/User Id
- PriorityRequired
- Task Category Id
- Dependent Task Id
- Project IdRequired
- statusRequired
- IdRequired
Action
Write

- Tenant IDRequired
- Unique identifier
- MessageRequired
- Message API KeyRequired
Action
Write
Employee Created
Triggers when an employee is created inside app or through API call.
Trigger
Instant
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Get Contacts
Triggers when list of contacts needed.
Trigger
Polling
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Get Currencies
Triggers when new currency is created.
Trigger
Polling
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Get Designations
Triggers when designations list required.
Trigger
Polling
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Get Projects
Triggers when projects list required.
Trigger
Polling
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Get Task Categories
Triggers when task categories list required.
Trigger
Polling
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Get Users
Triggers when users list required.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New CRM Stage
Triggers when a new crm stage is created.
Trigger
Polling
Try It
New Sales Agent
Triggers when a new sales agent is created.
Trigger
Polling
Try It
Project Created
Triggers when a project is created inside app or through API call.
Trigger
Instant
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Ticket Created
Triggers when a ticket is created inside app or through API call.
Trigger
Instant
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- 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
Action
Write
- 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
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Valid TillRequired
- Sub TotalRequired
- TotalRequired
- Currency IdRequired
- Note
- Discount
- Discount Type
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
Action
Write
- NameRequired
- PriceRequired
- Description
- Allow Purchase
Action
Write
- Requester IdRequired
- SubjectRequired
- Status
- PriorityRequired
- Agent Id
- DescriptionRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- SubjectRequired
- AmountRequired
- Contract Type IdRequired
- Start DateRequired
- End DateRequired
- Description
- Contract Detail
- Id
- Client IdRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Subject
- Status
- PriorityRequired
- IdRequired
- Agent Id
- Requester Id
Action
Write

About Agiled

Agiled is an all in one business management platform designed to help you manage employees, projects , tasks, track your time, create professional contracts, track expenses and send professional invoices that get you paid faster.

Related categories

Project Management

About Orimon

Orimon captures every opportunity and delivers precisely what your visitors seek with efficient AI-driven sales Chat-Bots

Related categories

AI Tools

Agiled + Orimon

Create contacts in Agiled from new leads in Orimon

New Lead

Contract Created

Estimate Created

Get Contract Types

Get Departments

Get Expenses

Get Tasks

Get Ticket Agents

Invoice Created

New CRM Source

New CRM Status

Product Created

Task Created

Add Employee

Add Project

Create Contract

Create Expense

Create Task

Delete Contact

Delete Employee

Delete Expense

Delete Product

Delete Task

Edit Contact

Edit Employee

Edit Expense

Edit Product

Edit Task

Send Message

Employee Created

Get Contacts

Get Currencies

Get Designations

Get Projects

Get Task Categories

Get Users

New Account

New CRM Stage

New Sales Agent

Project Created

Ticket Created

Add Invoice

Create Contact

Create Estimate

Add Product

Create Ticket

Delete Contract

Delete Estimate

Delete Invoice

Delete Project

Delete Ticket

Edit Contract

Edit Estimate

Edit Invoice

Edit Project

Edit Ticket

About Agiled

Related categories

About Orimon

Related categories