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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Created" from Agiled.

Add your action

An action happens after the trigger—such as "Add Payment to Invoice" in FreshBooks.

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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.

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
Try It
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
Try It
Get Expenses
Triggers when list of expenses needed.
Trigger
Polling
Try It

Get Tasks
Triggers when tasks list needed.
Trigger
Polling
Try It
Get Ticket Agents
Triggers when list of ticket agents required.
Trigger
Polling
Try It

Invoice Created
Triggers when an invoice is created inside app or through API call.
Trigger
Instant
Try It
New CRM Source
Triggers when a new crm source is created.
Trigger
Polling
Try It
New CRM Status
Triggers when a new crm status is created.
Trigger
Polling
Try It
Product Created
Triggers when a product is created inside app or through API call.
Trigger
Instant
Try It
Task Created
Triggers when a task is created inside app or through API call.
Trigger
Instant
Try It
- 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
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Status
  Required
Trigger
Polling
Try It
- Account
  Required
Trigger
Polling
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Vendor
  Required
- Currency Code
  Required
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Write
- Account
  Required
- Email
  Required
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Customer
  Required
- Create Date
  Required
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
Write
- Account
  Required
- Amount
  Required
- Amount Code
  Required
- Category Name
  Required
- Amount
  Required
- Name
  Required
- Date
- Note
- Payment Type
- Source
- Visibility State
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
- Frequency
  Required
- Is Infinite?
  Required
Action
Write
- Account
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Write
- Account
  Required
- Email_recipients
  Required
- Email Body
  Required
- Email Subject
  Required
- Estimate
  Required
Action
Write
- Account
  Required
- Bill ID
  Required
- Vendor
- Currency Code
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Write
- Account
  Required
- Create if Client Does Not Exsist
  Required
- Email
  Required
- First Name
- Home Phone
- Language
- Last Name
- Mobile Phone
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Create if Estimate Does Not Exist
  Required
- Customer
- Create Date
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate ID
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
Action
Write
- Account
  Required
- Time Entry ID
  Required
- Project
- Started At
- Duration
- Is Logged
- Internal?
- Client ID
- Billed?
- Billable?
- Active?
- Note
Action
Write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Credit Note ID
- Client ID
  Required
- Credit Type
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Customer
  Required
- Create Date
  Required
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Title
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Search or write

Employee Created
Triggers when an employee is created inside app or through API call.
Trigger
Instant
Try It
Get Contacts
Triggers when list of contacts needed.
Trigger
Polling
Try It
Get Currencies
Triggers when new currency is created.
Trigger
Polling
Try It
Get Designations
Triggers when designations list required.
Trigger
Polling
Try It
Get Projects
Triggers when projects list required.
Trigger
Polling
Try It
Get Task Categories
Triggers when task categories list required.
Trigger
Polling
Try It
Get Users
Triggers when users list required.
Trigger
Polling
Try It
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New CRM Stage
Triggers when a new crm stage is created.
Trigger
Polling
Try It
New Sales Agent
Triggers when a new sales agent is created.
Trigger
Polling
Try It
Project Created
Triggers when a project is created inside app or through API call.
Trigger
Instant
Try It
Ticket Created
Triggers when a ticket is created inside app or through API call.
Trigger
Instant
Try It
- 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
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Polling
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Amount
  Required
- Date
- Invoice ID
  Required
- Payment Type
- Note
Action
Write
- Account
  Required
- Item ID
  Required
- Price
  Required
- Currency
  Required
- Tax Amount
- Tax Name
- Send Admin Receipt?
  Required
- Note
- Is Active?
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- Credit Type
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- Account
  Required
- Amount
  Required
- Category
  Required
- Client
- Date
- Notes
- Staff Member
  Required
- Tax1 Amount
- Tax1 Percent
- Tax1 Name
- Tax2 Amount
- Tax2 Name
- Tax2 Percent
- Compounded Tax
- Currency
- Vendor
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
Action
Write
- Account
  Required
- Invoice
  Required
Action
Write
- Account
  Required
- Title
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Write
- Account
  Required
- Project
- Task
- Started At
  Required
- Created At
- Duration
  Required
- Is Logged
  Required
- Internal?
- Client ID
  Required
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- Account
  Required
- Checkout Link ID
  Required
Action
Write
- Account
  Required
- Email Body
- Email Subject
  Required
- Invoice ID
  Required
Action
Write
- Account
  Required
- Checkout Link ID
  Required
- Item ID
  Required
- Amount
  Required
- Currency
  Required
- Note
- Is Active?
  Required
- Send Admin Receipt?
  Required
- Tax Amount
- Tax Name
- Item Name
  Required
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- Credit Note ID
  Required
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- Account
  Required
- Client
- Create if Invoice Does Not Exist
  Required
- Append Line Items on Update
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Invoice Number
  Required
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Notes
- PO Number
- Terms
- Discount Amount
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Vendor ID
  Required
- Vendor Name
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 099
Action
Write
- Account
  Required
- Credit Note ID
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor
  Required
- Currency Code
  Required
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
  Required
- Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Email
  Required
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Client
  Required
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item Name
  Required
- Line Item Quantity
  Required
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit Cost
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
Action
Search or write

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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.

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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.

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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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About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

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