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.