Agiliron + Cognito Forms

Add new Agiliron leads to Cognito Forms entries

Add new Agiliron leads to Cognito Forms entries.

Add new Agiliron leads to Cognito Forms entries.

  1. When this happens...
    AgilironAgiliron
    New Lead

    Triggers when a new lead is created

    TriggerInstant
  2. automatically do this!
    Cognito FormsCognito Forms
    Create Entry

    Creates a new entry.

    ActionWrite
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Supported triggers and actions

    • 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

    Trigger
    Instant
    Try It
  • Agiliron triggers, actions, and search

    New Event

    Triggers when a new Event is Created

    Trigger
    Instant
    Try It
    • PotentialId

    • PotentialName

    • Amount

    • AccountName

    • ExpectedCloseDate

    • Type

    • NextStep

    • LeadSource

    • SalesStage

    • AssignedTo

    • Probability

    • CreatedTime

    • ModifiedTime

    • Description

    Trigger
    Instant
    Try It
    • ProductsName

    • ProductCode

    • ProductSKUCode

    • ProductNotes

    • ProductQty

    • ProductPrice

    • ProductDiscount

    • ProductTotal

    Trigger
    Instant
    Try It
    • Contact ID

    • Salutation

    • First Name

    • Last Name

    • Office Phone

    • Mobile

    • Home Phone

    • Other Phone

    • Fax

    • Account Name

    • 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

    • Assigned to User

    • 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

    Trigger
    Instant
    Try It
    • Lead ID

    • Salutation

    • First Name

    • Last Name

    • Company

    • Designation

    • Phone

    • Mobile

    • Fax

    • Email

    • Website

    • Industry

    • SICCode

    • Annual Revenue

    • 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

    • Default Currency

    Trigger
    Instant
    Try It
    • QuoteId

    • QuoteNo

    • ChannelId

    • ChannelName

    • Subject

    • PotentialName

    • QuoteStage

    • ValidTill

    • CustomerNo

    • RelatedSO

    • AccountId

    • AccountName

    • AccountPhone

    • AccountEmailAddress

    • ContactId

    • 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

    • AssignedTo

    • TermsAndConditions

    • Description

    • Carrier

    • ShippingMethod

    • DeliverFrom

    • QuoteLineItems

    Trigger
    Instant
    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

    • AssignedTo

    • ExportToQuickbooks

    • Type

    • Priority

    • Pending

    • Salescommission

    • TermsAndConditions

    • Description

    • Carrier

    • ShippingMethod

    • DeliverFrom

    • ShippingDate

    • TrackingNo

    • ActualShippingCost

    • SpecialHandling

    • ShipQPriority

    • BackorderHandling

    • PacklistType

    • AmazonPrimeShipping

    • Cancelled

    • OnHold

    • RelatedPOs

    • RelatedDropShipPOs

    Trigger
    Instant
    Try It
agiliron logo
agiliron logo

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".

Related categories

  • eCommerce
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more

Related categories

  • Forms & Surveys

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