Agiled + Orimon

Agiled + Orimon integrations

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

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More things you can do with Orimon and Agiled

Discover other triggers and actions you can use with Orimon and Agiled

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 Id
  Required
- Name
  Required
- Email
  Required
- Password
  Required
- Slack Username
- Hourly Rate
- Joining Date
  Required
- Department Id
  Required
- Designation Id
  Required
- Gender
  Required
- Login
  Required
Action
Write
- Project Name
  Required
- Start Date
  Required
- Deadline
- Notes
- Client Id
- Status
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
- Hours Allocated
Action
Write
- Subject
  Required
- Amount
  Required
- Contract Type Id
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Client Id
  Required
Action
Write
- Item Name
  Required
- Purchase Date
  Required
- Currency Id
  Required
- Member/User Id
  Required
- Purchase From
- Price
  Required
- Project Id
Action
Write
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Description
- Assignee/User Id
  Required
- Project Id
- Task Category Id
- Dependent Task Id
- Heading/Title
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Contact Id
  Required
- First Name
  Required
- 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
- Role
  Required
Action
Write
- Employee Id
  Required
- Name
  Required
- Email
  Required
- Password
  Required
- Slack Username
- Hourly Rate
- Joining Date
  Required
- Department Id
  Required
- Designation Id
  Required
- Gender
  Required
- Login
  Required
- Id
  Required
Action
Write
- Item Name
  Required
- Pruchase Date
  Required
- Currency Id
  Required
- User Id
  Required
- Status
  Required
- Purchase From
- Price
  Required
- Id
  Required
- Project Id
Action
Write
- Name
  Required
- Price
  Required
- Description
- Id
  Required
- Allow Purchase
Action
Write
- Heading/ Title
  Required
- Description
- Start Date
- Due Date
  Required
- Assignee/User Id
- Priority
  Required
- Task Category Id
- Dependent Task Id
- Project Id
  Required
- status
  Required
- Id
  Required
Action
Write

- Tenant ID
  Required
- Unique identifier
- Message
  Required
- Message API Key
  Required
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
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New Sales Agent
Triggers when a new sales agent is created.
Trigger
Polling
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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 Number
  Required
- Issue Date
  Required
- Due Date
  Required
- Sub Total
  Required
- Discount
- Discount Type
- Total
  Required
- Currency Id
  Required
- Status
- Recurring Payment
  Required
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- First Name
  Required
- 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
- Role
  Required
Action
Write
- Client Id
  Required
- Estimate Number
  Required
- Valid Till
  Required
- Sub Total
  Required
- Total
  Required
- Currency Id
  Required
- Note
- Discount
- Discount Type
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- Name
  Required
- Price
  Required
- Description
- Allow Purchase
Action
Write
- Requester Id
  Required
- Subject
  Required
- Status
- Priority
  Required
- Agent Id
- Description
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Subject
  Required
- Amount
  Required
- Contract Type Id
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Contract Detail
- Id
- Client Id
  Required
Action
Write
- Client Id
  Required
- Estimate Number
  Required
- Valid Till
  Required
- Sub Total
- Total
- Currency Id
- Status
  Required
- Note
- Discount
- Discount Type
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
- Id
  Required
Action
Write
- Project id
- Client Id
- Issue Date
  Required
- Due Date
  Required
- Sub Total
  Required
- Discount
- Discount Type
- Total
  Required
- Currency Id
  Required
- Status
  Required
- Recurring Payment
  Required
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Id
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- Project Name
  Required
- Start Date
  Required
- Deadline
- Notes
- Client Id
- Status
- Id
  Required
- Project Summary
- Client View Task
- Allow Client Notfication
- Manual Timelog
- Project Budget
- Currency Id
- Hours Allocated
Action
Write
- Subject
- Status
- Priority
  Required
- Id
  Required
- 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.

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Related categories

Project Management

About Orimon

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

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Related categories

AI Chatbots