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!
@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!