Connect Agiled to Call Tools PCC and automate any workflow
![Agiled](https://zapier-images.imgix.net/storage/developer_cli/8d253da55ae61780bfdd4d3caeb99dbc.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Agiled](https://zapier-images.imgix.net/storage/developer_cli/8d253da55ae61780bfdd4d3caeb99dbc.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Call Tools PCC](https://zapier-images.imgix.net/storage/developer_cli/1be8049c7e942893981ada69824820f5.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Call Tools PCC](https://zapier-images.imgix.net/storage/developer_cli/1be8049c7e942893981ada69824820f5.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Agiled with Call Tools PCC - no code necessary. See how you can get setup in minutes.
Select a trigger from Agiled
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Call Tools PCC
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Agiled to Call Tools PCC
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Agiled and Call Tools PCC 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Agiled and Call Tools PCC to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
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 ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Departments
Triggers when departments list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Expenses
Triggers when list of expenses needed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Tasks
Triggers when tasks list needed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Ticket Agents
Triggers when list of ticket agents required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Invoice 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - New CRM Status
Triggers when a new crm status is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Product 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 IdRequired
- 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 Id
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
- Member/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.- IdRequired
- First NameRequired
- Last Name
- EmailRequired
- 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
- Purchase DateRequired
- Currency IdRequired
- Member/User IdRequired
- Status
- 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 DateRequired
- Due DateRequired
- Member/User IdRequired
- PriorityRequired
- Task Category Id
- Dependent Task Id
- Project Id
- Status
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Email
Triggers when a new email is sent by a agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New SMS
Triggers when a SMS message is sent or received within Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Tags
- Add To Buckets
- User Distribution Queue ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Tag 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.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone Number
- Area Code
- Ready [to Contact]
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First NameRequired
- Last Name
- Owned By [User ID]
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Currencies
Triggers when new currency is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Designations
Triggers when designations list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Projects
Triggers when projects list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Task Categories
Triggers when task categories list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Users
Triggers when users list required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New CRM Stage
Triggers when a new crm stage is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Agent
Triggers when a new sales agent is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Project 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
- EmailRequired
- 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 Id
- 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.- Member/User IdRequired
- SubjectRequired
- Status
- PriorityRequired
- Agent Id
- Description
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
- IdRequired
- Client Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Id
- Estimate NumberRequired
- Valid TillRequired
- Sub TotalRequired
- TotalRequired
- Currency IdRequired
- Status
- 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
- Status
- Recurring PaymentRequired
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- IdRequired
- 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 Notification
- Manual Timelog
- Project Budget
- Currency IdRequired
- Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Status
- PriorityRequired
- IdRequired
- Agent Id
- Member/User IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Bucket IDRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EntryRequired
- Scrub Existing Contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Contact Disposition
- Last Call Agent Disposition
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
- Owned By [User ID]
- Add Tags
- Remove Tags
- Add To Buckets
- Remove From Buckets
- User Distribution Queue ID
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.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone Number
- Area Code
- Ready [to Contact]
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First NameRequired
- Last Name
- Owned By [User ID]
- Last Call System Disposition
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone Number
- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone Number
- Add Tags
- Add To Buckets
- User Distribution Queue ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found