Agiled + HeyReach
Create new Agiled contacts from accepted HeyReach connection requests
Start simplifying your workflow when you connect HeyReach to Agiled. With this automation, every time a new connection request in HeyReach is accepted, a corresponding contact will be instantly created in Agiled. No more time-consuming, manual inputting of information; let this process streamline your contact management for enhanced efficiency in your daily tasks.
Start simplifying your workflow when you connect HeyReach to Agiled. With this automation, every time a new connection request in HeyReach is accepted, a corresponding contact will be instantly created in Agiled. No more time-consuming, manual inputting of information; let this process streamline your contact management for enhanced efficiency in your daily tasks.
- When this happens...
Connection Request AcceptedTriggers when a connection request you have sent is accepted.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreate a Contact with role Lead
ActionWriteCreate a new record or update an existing record in your app.
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Campaign Completed
Triggers when a campaign finishes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connection Request Sent
Triggers when you send a connection request.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.InMail Reply Received
Triggers when a prospect replies to an InMail message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Liked Post
Triggers when a post is liked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Sent
Triggers when a message is sent from a campaign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Viewed Profile
Triggers when a profile is viewed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Lead LinkedIn URLRequired
First NameRequired
Last NameRequired
Lead Email
Company
Headline
Position
About
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Lead IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
Lead Member Id
Lead URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Linked In URL
Lead Email
Lead LinkedIn Id
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appListRequired
Keyword
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn Senders
Campaigns
Keyword
Message Seen
LinkedIn Lead Id
Lead Profile URL
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appListRequired
Keyword
LinkedIn Lead Id
Lead Profile URL
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appList IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSender IdRequired
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 ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planGet Designations
Triggers when designations list required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Projects
Triggers when projects list required.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planGet Users
Triggers when users list required.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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.
Connection Request Accepted
Triggers when a connection request you have sent is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Follow Sent
Triggers when a prospect is followed from a campaign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.InMail Sent
Triggers when an InMail is sent from a campaign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Reply Received
Triggers when a prospect replies to a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Tag Updated
Triggers when a prospect's tag is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
LinkedIn Sender
LinkedIn Profile URL
First Name
Last Name
Email Address
Company
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
List Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender ProfileRequired
Conversation IDRequired
MessageRequired
Subject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keyword
Status
LinkedIn Senders
Limit
Offset
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn Sender IdRequired
Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaignRequired
Time From
Time To
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLead LinkedIn URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
Campaigns
List TypeRequired
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedin Senders
Campaigns
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContract 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 ZapPollingZapier checks for new data every 15 min on the Free planGet Departments
Triggers when departments list required.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planGet Tasks
Triggers when tasks list needed.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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.
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