Connect Agiled to Close and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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 Close - no code necessary. See how you can get setup in minutes.
Select a trigger from Agiled
A trigger is an event that starts your Zap and runs the workflow. For example, with Agiled, a trigger could be "Contract Created."
Setup an action from Close
An action is what takes place after the automation is triggered. For example, with Close, the action could be "Add Address to Lead."
That’s it! You just connected Agiled to Close
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Connect Agiled and Close 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
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Connect Agiled and Close 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.
Choose a Trigger
Start here
Start here
Choose an Action
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 Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Direction
- Template ID
- Member/User IdRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Type
- Member/User IdRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Object TypeRequired
- ActionRequired
- Member/User IdRequired
- Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Sequence
- ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Complete
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
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.- Type
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Phone
- Direction
- Duration
- Note
- Recording URL
- Member/User IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom Activity TypeRequired
- Member/User IdRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Status
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- SubjectRequired
- Body Text
- Body HTML
- Template ID
- Follow-Up Date
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Text TypeRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report breakdownRequired
- PipelineRequired
- Type
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- CRM Status
- Confidence
- Value
- Value Period
- Close Date
- Note
- Member/User IdRequired
- Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Sequence
- Send emails from
- Assign calls to
- Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Date Created
- Status
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template ID
- Source Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member/User IdRequired
- Lead IDRequired
- Due DateRequired
- Text
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- NameRequired
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Custom Object IDRequired
- Custom Object TypeRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
- Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assigned to User
- Text
- Due DateRequired
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Direction
- Note
- Member/User IdRequired
- Or Use a Date Range Label
- Find First Call on Lead
- Lead IDRequired
- Call IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Exact or Partial Match?
- Company URL
- EmailRequired
- Phone
- Lead IDRequired
- Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sequence
- Contact ID
- Lead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- Member/User IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
- Custom Activity TypeRequired
- Member/User IdRequired
- Status
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- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
- Lead IDRequired
- Custom Object TypeRequired
- NameRequired
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- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
- Text TypeRequired
- Attachments
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- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task IDRequired
- Member/User IdRequired
- Lead IDRequired
- Due DateRequired
- Text
- Complete
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 Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CRM Status
- Status (Label)
- Status Type
- Value Period
- Member/User IdRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Direction
- Member/User IdRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Lead IDRequired
- Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Done EmailRequired
- Type
- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Sequence
- Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- NameRequired
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Lead IDRequired
- Custom Object TypeRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- FormatRequired
- Query
- Fields
- Include Activities
- Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- Member/User IdRequired
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member/User IdRequired
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report TypeRequired
- Query
- Start Date
- End Date
- Or Use a Date Range Label
- Member/User IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group(s) to Select From
- Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Contact ID
- Note
- Phone
- Duration
- Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- NameRequired
- Description
- Url
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Member/User IdRequired
- Contact ID
- CRM Status
- Confidence
- Value
- Value Period
- Close Date
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- NameRequired
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_text
- Member/User IdRequired
- From Email Or Domain
- From Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Contact Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
- Lead IDRequired
- NameRequired
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
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- Note
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
- Lead IDRequired
- Custom Object TypeRequired
- NameRequired
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- Company Name
- Exact or Partial Match?
- Company URL
- EmailRequired
- Phone
- Lead IDRequired
- Query
- NameRequired
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
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- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
- CRM Status
- Confidence
- Value
- Value Period
- Close Date
- Note
- Member/User IdRequired
- Contact 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
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.
Related categories
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Related categories
Similar apps
Zendesk Sell CRM (Customer Relationship Management)
CallTrackingMetrics Call Tracking
Follow Up Boss CRM (Customer Relationship Management)