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Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Agentcis.
Add your action
An action happens after the trigger—such as "Add Contact to Box" in Streak.
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Zapier seamlessly connects Agentcis and Streak, automating your workflow.
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.
- New Client
Triggers when a new client is added.
Try ItTriggerPolling - New Prospect
Triggers when a new prospect is added.
Try ItTriggerPolling - IdRequired
- Client_identifier
- First_name
- Last_name
- Email
- Phone_number
- Visa_expiry_date
- Preferred_intake
- Street
- City
- State
- Zip_code
ActionWrite- Stage
- PipelineRequired
Try ItTriggerInstant
- New Lead
Triggers when a new lead is added.
Try ItTriggerPolling - Client_identifier
- First_nameRequired
- Last_nameRequired
- EmailRequired
- Phone_number
- Visa_expiry_date
- Preferred_intake
- Street
- City
- State
- Zip_code
- Assignee
- Branch_id
- Tags
ActionWrite- PipelineRequired
Try ItTriggerInstant- Stage
- Field
- PipelineRequired
Try ItTriggerInstant
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