AroFlo + LeadConnector

AroFlo + LeadConnector integrations

Create AroFlo clients from new pipeline stage changes in LeadConnector

Whenever a lead is in a pipeline or changes to a certain stage (you choose) in LeadConnector, this integration will create a corresponding client in AroFlo automatically.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create ClientCreate a new client in AroFlo
ActionWrite

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More things you can do with LeadConnector and AroFlo

Discover other triggers and actions you can use with LeadConnector and AroFlo

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Updated since Date/Time
  Required
Trigger
Polling
Try It
- Updated since Date/Time
  Required
Trigger
Polling
Try It

- Task ID
  Required
- Note
  Required
- Visibility
- Sticky Note?
Action
Write
- Business Unit
  Required
- Client ID
  Required
- Task Type
  Required
- Task Name
  Required
- Due Date
  Required
- Task Description
  Required
- Customer/Work Order Number
- Priority
Action
Write

- Client ID
  Required
- Postable
  Required
- Client Name
- Short Name
- ABN
- Location Name (i.e. Level 8 Building 1)
- Address (No & street)
- City
- State
- Country
- PostCode
- Mailing Location Name (i.e. Level 8, Building 1)
- Mailing Address (No & street or P.O.Box)
- Mailing City
- Mailing State
- Mailing Country
- Mailing PostCode
- Phone
- Fax
- Mobile
- Email
- Website
Action
Write
- Task ID
  Required
- Customer Order Number
- Priority
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
Action
Search
- Schedule ID
- Task ID
- Schedule To Type
- Schedule To ID
- Start Date
- OR Start Date Time
Action
Search
- TS Group ID
  Required
- Group ID
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
- Client Name
  Required
- Given Names (Primary Contact)
  Required
- Surname (Primary Contact)
  Required
- Business Units
- ABN
- Phone (Primary Contact)
- Fax
- Mobile (Primary Contact)
- Email (Primary Contact)
- Location Name
- Address
- City
- State
- Postcode
- Country
  Required
- Mailing Location
- Mailing Address
- Mailing City
- Mailing State
- Mailing Postcode
- Mailing Country
  Required
Action
Search or write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
- Updated since Date/Time
  Required
Trigger
Polling
Try It
- Timesheet Type
- Date Time Start
Trigger
Polling
Try It
- Client Name
  Required
- Given Names (Primary Contact)
  Required
- Surname (Primary Contact)
  Required
- Business Units
- ABN
- Phone (Primary Contact)
- Fax
- Mobile (Primary Contact)
- Email (Primary Contact)
- Location Name
- Address
- City
- State
- Postcode
- Country
  Required
- Mailing Location
- Mailing Address
- Mailing City
- Mailing State
- Mailing Postcode
- Mailing Country
  Required
Action
Write
- Business Unit
  Required
- Given Names
  Required
- Surname
  Required
- User Name (Min 4 Characters)
  Required
- Password
  Required
- Phone
- Fax
- Mobile
- Email Address
- Alternative Email Address
- Custom Fields
- Permission Group
  Required
Action
Write
- Zone
  Required
- PostXML
  Required
Action
Write
- Task ID
  Required
- Status
  Required
- Substatus
Action
Write
- Name
  Required
Action
Search
- Invoice ID
  Required
- JOIN areas
Action
Search
- Search Field
  Required
- Search Term
  Required
- JOIN areas
Action
Search
- Given Names
- Surname
- OR User ID
- JOIN areas
Action
Search
- Search Field
  Required
- Search Term
  Required
- JOIN areas
- Business Unit
  Required
- Client ID
  Required
- Task Type
  Required
- Task Name
  Required
- Due Date
  Required
- Task Description
  Required
- Customer/Work Order Number
- Priority
Action
Search or write

About AroFlo

AroFlo is a Job Management Software for trade & service-based businesses.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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