About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • Create TradeGecko 'Business Customer' Account when AGILE CRM deal changed to 'Wholesale Samples'
Question

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

  • 3 July 2020
  • 1 reply
  • 31 views
Q

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 B) 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!

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

steph.n
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!

Terms & Conditions