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Choose a Trigger
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."
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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.
triggers, actions, or triggers and actions
- 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 ItTriggerInstant- New Event
Triggers when a new Event is Created
Try ItTriggerInstant - PotentialId
- PotentialName
- Amount
- AccountName
- ExpectedCloseDate
- Type
- NextStep
- Lead Source
- SalesStage
- Assigned To
- Probability
- Created Time
- Modified Time
- Description
Try ItTriggerInstant- 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 ItTriggerInstant
- 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
- Zapier ID
Try ItTriggerInstant- 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
- Skype ID
- Microsoft ID
- Lead Stage in SF
- Barcode
- Zapier Id
Try ItTriggerInstant- ProductName
- ProductCode
- Barcode
- ProductCategory
- SalesStartDate
- SalesEndDate
- SupportStartDate
- SupportExpiryDate
- ContactName
- CommissionRate
- PreferredVendor
- Manufacturer
- ProductType
- ProductImages
- SeoTitle
- SeoDescription
- SeoKeywords
- Description
- ManufacturerPartNo
- Website
- ProductStockManager
- SendStockNotification
- AutoCreatePOAtReorderLevel
- Asin
- FNSKU
- EbayItemId
- Volume
- Length
- Width
- Height
- WeightMajor
- WeightMinor
- ShippingCost
- Irregular
- IncomeAccount
- CogsAccount
- AssetAccount
- ExpenseAccount
- TaxCategory
- QuickbooksItem
- TaxcloudTaxCode
- AvalaraTaxCode
- AmazonCategory
- UsageUnit
- QtyPerUnit
- QtyInStock
- QtyOnSO
- QtyOnPO
Try ItTriggerInstant- ProductsName
- ProductCode
- ProductSKUCode
- ProductNotes
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
Try ItTriggerInstant
Learn how to automate Formatter by Zapier on the Zapier blog
Related categories
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.