Connect Agiliron and Cognito Forms to unlock the power of automation
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Choose a Trigger
Choose an Action
Set up your first integration
Quickly connect Agiliron to Cognito Forms with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Agiliron with Cognito Forms - no code necessary. See how you can get setup in minutes.
Select a trigger from Agiliron
A trigger is an event that starts your Zap and runs the workflow. For example, with Agiliron, a trigger could be "New Account."
Setup an action from Cognito Forms
An action is what takes place after the automation is triggered. For example, with Cognito Forms, the action could be "Create Entry."
That’s it! You just connected Agiliron to Cognito Forms
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Connect Agiliron and Cognito Forms 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
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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.
- AccountNumber
- ParentCompany
- AccountName
- Website
- Telephone
- Fax
- TickerSymbol
- OtherPhone
- Email
- Employees
- OtherEmail
- Ownership
- Rating
- Industry
- SICCode
- Type
- AnnualRevenue
- SalesManager
- AssignedToUser
- TaxAuthority
- SalesArea
- SalesPerson
- AccountStatus
- Priority
- PaymentMethod
- TermsAndConditions
- Carrier
- ShippingMethod
- DeliverFrom
- BackorderHandling
- SpecialHandling
- BillingAddress
- BillingSuburb
- BillingCity
- BillingPostcode
- BillingState
- BillingCountry
- ShippingAddress
- ShippingCity
- ShippingPostcode
- ShippingState
- ShippingCountry
- PriceBook
- SpecialsPriceBook
- Discount
- CreditLimitExpires
- CreditLimit
- TaxID
- ResellerID
- DefaultCurrency
- Credits
- Description
Try It- New Event
Triggers when a new Event is Created
Try It - PotentialId
- PotentialName
- Amount
- AccountName
- ExpectedCloseDate
- Type
- NextStep
- Lead Source
- SalesStage
- Assigned To
- Probability
- Created Time
- Modified Time
- Description
Try It- ProductsName
- ProductCode
- ProductSKUCode
- ProductNotes
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
Try It
- Contact ID
- Salutation
- First Name
- Last Name
- Office Phone
- Mobile
- Home Phone
- OtherPhone
- Fax
- AccountName
- Account ID
- Vendor Name
- Vendor ID
- Contact Type
- Title
- Department
- Email
- Reports To
- Reports to ID
- Assistant
- Yahoo ID
- Assistant Phone
- Do Not Call
- Email Opt Out
- AssignedToUser
- Lead Source
- Birthday
- Contact Profile
- Mailing Street
- Mailing City
- Mailing State
- Mailing Zip
- Mailing Country
- Other Street
- Other City
- Other State
- Other Zip
- Other Country
- Created Time
- Modified Time
- Description
- B2B Customer
- B2B Channels
Try It- Lead ID
- Salutation
- First Name
- Last Name
- Company
- Designation
- Phone
- Mobile
- Fax
- Email
- Website
- Industry
- SICCode
- AnnualRevenue
- Number Of Employees
- Contact Type
- Lead Source
- Lead Status
- Rating
- Email Opt Out
- Yahoo ID
- Created Time
- Created Time UTC
- Mofified Time
- Modified Time UTC
- Street
- City
- State
- Zip
- Country
- Description
- Assigned To
- Assigned Group Name
- DefaultCurrency
Try It- QuoteId
- QuoteNo
- ChannelId
- ChannelName
- Subject
- PotentialName
- QuoteStage
- ValidTill
- CustomerNo
- RelatedSO
- AccountId
- AccountName
- AccountPhone
- AccountEmailAddress
- Contact ID
- ContactFirstName
- ContactLastName
- ContactPhone
- ContactEmailAddress
- Team
- BillingName
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShipToPhone
- ShipToEmailAddress
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- DefaultPriceBook
- Assigned To
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- QuoteLineItems
Try It- OrderNo
- AgilironOrderNo
- ChannelId
- ChannelName
- OrderDate
- Subject
- PotentialName
- QuoteName
- AccountId
- AccountName
- AccountPhone
- AccountEmailAddress
- ContactFirstName
- ContactLastName
- ContactPhone
- ContactEmailAddress
- BillingName
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShipToPhone
- ShipToEmailAddress
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- OrderDiscountCode
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- ShippingStatus
- AdditionalFees
- DefaultPriceBook
- DueDate
- InvoiceNo
- InvoiceDate
- CallDate
- CustomerNo
- Assigned To
- ExportToQuickbooks
- Type
- Priority
- Pending
- Salescommission
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- ShippingDate
- TrackingNo
- ActualShippingCost
- SpecialHandling
- ShipQPriority
- BackorderHandling
- PacklistType
- AmazonPrimeShipping
- Cancelled
- OnHold
- RelatedPOs
- RelatedDropShipPOs
Try It
Learn how to automate Agiliron on the Zapier blog
Learn how to automate Cognito Forms on the Zapier blog
About Agiliron
Agiliron is a SaaS platform for Omni-Channel Commerce focused on helping Product Based Businesses (Retail, Wholesale, Distribution, eCommerce) "Sell More in More Places. But Manage in One".
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