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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Created" from Agiled.

Add your action

An action happens after the trigger—such as "Bucket a Contact" in Call Tools PCC.

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Zapier seamlessly connects Agiled and Call Tools PCC, automating your workflow.

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.
Trigger
Instant
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Estimate Created
Triggers when an estimate is created inside app or through API call.
Trigger
Instant
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Get Contract Types
Triggers when list of contract types required.
Trigger
Polling
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Get Departments
Triggers when departments list required.
Trigger
Polling
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Get Expenses
Triggers when list of expenses needed.
Trigger
Polling
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Get Tasks
Triggers when tasks list needed.
Trigger
Polling
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Get Ticket Agents
Triggers when list of ticket agents required.
Trigger
Polling
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Invoice Created
Triggers when an invoice is created inside app or through API call.
Trigger
Instant
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New CRM Source
Triggers when a new crm source is created.
Trigger
Polling
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New CRM Status
Triggers when a new crm status is created.
Trigger
Polling
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Product Created
Triggers when a product is created inside app or through API call.
Trigger
Instant
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Task Created
Triggers when a task is created inside app or through API call.
Trigger
Instant
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- Employee Id
  Required
- Name
  Required
- Email
  Required
- Password
  Required
- Slack Username
- Hourly Rate
- Joining Date
  Required
- Department Id
  Required
- Designation Id
  Required
- Gender
  Required
- Login
  Required
Action
Write
- Project Name
  Required
- Start Date
  Required
- Deadline
- Notes
- Client Id
- Status
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
  Required
- Hours Allocated
Action
Write
- Subject
  Required
- Amount
  Required
- Contract Type Id
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Client Id
Action
Write
- Item Name
  Required
- Purchase Date
  Required
- Currency Id
  Required
- Member/User Id
  Required
- Purchase From
- Price
  Required
- Project Id
Action
Write
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Description
- Member/User Id
  Required
- Project Id
- Task Category Id
- Dependent Task Id
- Heading/Title
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Email
  Required
- 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
- Role
  Required
Action
Write
- Employee Id
  Required
- Name
  Required
- Email
  Required
- Password
  Required
- Slack Username
- Hourly Rate
- Joining Date
  Required
- Department Id
  Required
- Designation Id
  Required
- Gender
  Required
- Login
  Required
- Id
  Required
Action
Write
- Item Name
  Required
- Purchase Date
  Required
- Currency Id
  Required
- Member/User Id
  Required
- Status
- Purchase From
- Price
  Required
- Id
  Required
- Project Id
Action
Write
- Name
  Required
- Price
  Required
- Description
- Id
  Required
- Allow Purchase
Action
Write
- Heading/Title
  Required
- Description
- Start Date
  Required
- Due Date
  Required
- Member/User Id
  Required
- Priority
  Required
- Task Category Id
- Dependent Task Id
- Project Id
- Status
- Id
  Required
Action
Write
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Trigger
Instant
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New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Trigger
Instant
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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.
Trigger
Instant
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New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
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New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Trigger
Instant
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New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
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New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
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- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Id
  Required
Action
Search
- User ID
  Required
Action
Search
- Phone Number
Action
Search
- 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 Name
  Required
- Last Name
- Owned By [User ID]
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write

Employee Created
Triggers when an employee is created inside app or through API call.
Trigger
Instant
Try It
Get Contacts
Triggers when list of contacts needed.
Trigger
Polling
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Get Currencies
Triggers when new currency is created.
Trigger
Polling
Try It
Get Designations
Triggers when designations list required.
Trigger
Polling
Try It
Get Projects
Triggers when projects list required.
Trigger
Polling
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Get Task Categories
Triggers when task categories list required.
Trigger
Polling
Try It
Get Users
Triggers when users list required.
Trigger
Polling
Try It
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New CRM Stage
Triggers when a new crm stage is created.
Trigger
Polling
Try It
New Sales Agent
Triggers when a new sales agent is created.
Trigger
Polling
Try It
Project Created
Triggers when a project is created inside app or through API call.
Trigger
Instant
Try It
Ticket Created
Triggers when a ticket is created inside app or through API call.
Trigger
Instant
Try It
- Project Id
- Client Id
- Invoice Number
  Required
- Issue Date
  Required
- Due Date
  Required
- Sub Total
  Required
- Discount
- Discount Type
- Total
  Required
- Currency Id
  Required
- Status
- Recurring Payment
  Required
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- 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
- Role
  Required
Action
Write
- Client Id
- Estimate Number
  Required
- Valid Till
  Required
- Sub Total
  Required
- Total
  Required
- Currency Id
  Required
- Note
- Discount
- Discount Type
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- Name
  Required
- Price
  Required
- Description
- Allow Purchase
Action
Write
- Member/User Id
  Required
- Subject
  Required
- Status
- Priority
  Required
- Agent Id
- Description
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Subject
  Required
- Amount
  Required
- Contract Type Id
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Contract Detail
- Id
  Required
- Client Id
Action
Write
- Client Id
- Estimate Number
  Required
- Valid Till
  Required
- Sub Total
  Required
- Total
  Required
- Currency Id
  Required
- Status
- Note
- Discount
- Discount Type
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
- Id
  Required
Action
Write
- Project Id
- Client Id
- Issue Date
  Required
- Due Date
  Required
- Sub Total
  Required
- Discount
- Discount Type
- Total
  Required
- Currency Id
  Required
- Status
- Recurring Payment
  Required
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Id
  Required
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- Project Name
  Required
- Start Date
  Required
- Deadline
- Notes
- Client Id
- Status
- Id
  Required
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
  Required
- Hours Allocated
Action
Write
- Subject
  Required
- Status
- Priority
  Required
- Id
  Required
- Agent Id
- Member/User Id
  Required
Action
Write
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.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- Bucket ID
  Required
- Contact ID
  Required
Action
Write
- Entry
  Required
- Scrub Existing Contacts
Action
Write
- Id
  Required
- 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
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Id
  Required
Action
Search
- User ID
  Required
Action
Search
- 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 Name
  Required
- Last Name
- Owned By [User ID]
- Last Call System Disposition
Action
Search
- Phone Number
- Contact ID
  Required
Action
Search
- Phone Number
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write

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About Agiled

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.

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Related categories

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About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.

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