Zapier Authentication
Follow the given steps to Authenticate Agentcis application in Zapier.
Step 1 - Sign up to Zapier via Zapier.com.
Step 2 - Click on the Make a Zap option.
Step 3 - On the Trigger section search Agentcis.
Step 4 - Click on Agentcis from the search result.
Step 5 - Select the required trigger event. Currently, there are three triggers available: New Client, New Lead, New Prospect.
Step 6 - Click on Continue.
Step 7 - Connect to your Agentcis account by clicking on Sign up.
Step 8 - On the integration pop up you have to add the subdomain and API ticket.
To add subdomain:-
Go to Agentcis and select your subdomain. For example - blueskydemo
Step 9 - Paste the subdomain on the Subdomain field of integration pop up.
To add API:-
Go to Agentcis and click on settings.
On the settings, you can see the API option.
Click on Create New Token from the top right corner.
Give API name. For example - Zapier New Lead Integration and click save.
Step 10 - Copy the token from the Agentcis pop up.
Step 11 - Paste the API token in the Zapier pop up.
Step 12 - Finally click on Yes, Continue.