Question

Create TradeGecko 'Business Customer' Account when AGILE CRM deal changed to 'Wholesale Samples'

  • 3 July 2020
  • 1 reply
  • 29 views

So I am trying to build a ZAP between Agile CRM and TradeGecko that creates a Company (Business Customer) in TG when we change a DEAL in Agile CRM to “Wholesale Samples”. 

We then want to add a second trigger to import the shipping address + create a Sales Order for the designated Product (Sample Box A or Sample box 😎 to ship to the Prospect. 

Right now we are doing this manually so I am hoping to automate creating the Business Customer profile in TradeGecko, add the shipping address and create a Sales order. 

Ideas and guidance are greatly appreciated!

 


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1 reply

Userlevel 7
Badge +8

Hi there @QuadAgency! Oh, thanks for describing your ideal workflow. Have you checked out our Work Offered area here? https://community.zapier.com/work-offered-12 - We usually post up requests to build out Zaps in this area if you’re looking to get the perfect one made by a Zapier Expert. 

Either way, I think it’s a great if you’d like to give it a shot by making your own Zap like this one: https://zapier.com/apps/agile-crm/integrations/tradegecko by selecting the Trigger and Action you were looking for. Let us know if you need additional help!