Add new Agiliron leads to Cognito Forms entries
Add new Agiliron leads to Cognito Forms entries.
Add new Agiliron leads to Cognito Forms entries.
- When this happens...New Lead
Triggers when a new lead is created
- automatically do this!Create Entry
Creates a new entry.
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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 ItNew Event
Triggers when a new Event is Created
Try ItPotentialId
PotentialName
Amount
AccountName
ExpectedCloseDate
Type
NextStep
LeadSource
SalesStage
AssignedTo
Probability
CreatedTime
ModifiedTime
Description
Try ItProductsName
ProductCode
ProductSKUCode
ProductNotes
ProductQty
ProductPrice
ProductDiscount
ProductTotal
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
Try ItLead 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
Try ItQuoteId
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
Try ItOrderNo
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
Try It