Ascora + LeadConnector
Update or create jobs in Ascora when pipeline stages change in LeadConnector
Stay on top of your business operations with this workflow. When a pipeline stage changes in your LeadConnector system, a job is instantly created or updated in Ascora to match. This streamlined process improves your operational efficiency, saving you the hassle of manual transfer and allowing you to respond quickly to business changes. Keep your team organized and manage your leads with ease with this automated workflow.
Stay on top of your business operations with this workflow. When a pipeline stage changes in your LeadConnector system, a job is instantly created or updated in Ascora to match. This streamlined process improves your operational efficiency, saving you the hassle of manual transfer and allowing you to respond quickly to business changes. Keep your team organized and manage your leads with ease with this automated workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Job
Creates a new Job or updates an existing one if a Job ID was specified
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Customer Modified
Triggers when an existing Customer is modified.
Try It
