Create integrations between Agiled and Xero 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 Xero 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.
Automate your lead management and improve conversions
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With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
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