Connect Agiliron and Formatter by Zapier to unlock the power of automation
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Choose a Trigger
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Choose an Action
How Zapier works
Zapier makes it easy to integrate Agiliron with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Agiliron
A trigger is an event that starts your Zap and runs the workflow. For example, with Agiliron, a trigger could be "New Account."
Setup an action from Formatter by Zapier
An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."
That’s it! You just connected Agiliron to Formatter by Zapier
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Agiliron and Formatter by Zapier 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
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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.
- 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
Try It- New Event
Triggers when a new Event is Created
Try It - PotentialId
- PotentialName
- Amount
- AccountName
- ExpectedCloseDate
- Type
- NextStep
- Lead Source
- SalesStage
- Assigned To
- Probability
- Created Time
- Modified Time
- Description
Try It- ProductsName
- ProductCode
- ProductSKUCode
- ProductNotes
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
Try It
- Contact ID
- Salutation
- First Name
- Last Name
- Office Phone
- Mobile
- Home Phone
- OtherPhone
- Fax
- AccountName
- 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
- AssignedToUser
- 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
Try It- Lead ID
- Salutation
- First Name
- Last Name
- Company
- Designation
- Phone
- Mobile
- Fax
- Email
- Website
- Industry
- SICCode
- AnnualRevenue
- 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
- DefaultCurrency
Try It- QuoteId
- QuoteNo
- ChannelId
- ChannelName
- Subject
- PotentialName
- QuoteStage
- ValidTill
- CustomerNo
- RelatedSO
- AccountId
- AccountName
- AccountPhone
- AccountEmailAddress
- Contact ID
- 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
- Assigned To
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- QuoteLineItems
Try It- 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
- Assigned To
- ExportToQuickbooks
- Type
- Priority
- Pending
- Salescommission
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- ShippingDate
- TrackingNo
- ActualShippingCost
- SpecialHandling
- ShipQPriority
- BackorderHandling
- PacklistType
- AmazonPrimeShipping
- Cancelled
- OnHold
- RelatedPOs
- RelatedDropShipPOs
Try It
Learn how to automate Agiliron on the Zapier blog
Learn how to automate Formatter by Zapier on the Zapier blog
About Agiliron
Agiliron is a SaaS platform for Omni-Channel Commerce focused on helping Product Based Businesses (Retail, Wholesale, Distribution, eCommerce) "Sell More in More Places. But Manage in One".
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.