agiled.app - no option to select role while creating the contact

[Anupam]

Hi,
In agiled.app integration, when it is an action app, there is no option to select role while creating the contact.
Can we have an option to select the role while creating contact? By default, it selects the "data role " as lead. Now when data role is lead, we cannot create the estimate. Please guide.

Thanks

Thanks,
Anupam

 

[Pabblymember11]

Hey @Anupam

In agiled.app integration, when it is an action app, there is no option to select role while creating the contact.
Can we have an option to select the role while creating contact? By default, it selects the "data role " as lead. Now when data role is lead, we cannot create the estimate. Please guide.

We checked the Agiled API documentation and we couldn't find any field or workaround to pass the role in the action step.

Agiled API Documentation

my.agiled.app

We would suggest you to contact their team for the same.