Check Cherry + LeadConnector

Add new Check Cherry proposals to LeadConnector as opportunities

Streamline your sales pipeline with this workflow. Whenever a new proposal is added in Check Cherry, the details get instantly reflected as an opportunity in the LeadConnector. This not only paves the way for a more organized lead handling procedure but also ensures that no potential business opportunity slips through the cracks. Always be up-to-date with your proposals and increase your ability to act promptly.

When this happens...
New Proposal Is Added to Check Cherry
Triggers when a new proposal comes into Check Cherry via self-booking or is manually entered.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Trigger
Instant
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New Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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Staff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
Trigger
Instant
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- Contact TypeRequired
- Signature Collected?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package IDRequired
- Custom Title
- Custom Description (HTML)
- Start DateRequired
- Start Time
- Length (Minutes)
- Length (days)
- Add On IDs
- Backdrop ID
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Send contact invitation to create account?
- Send Booking Confirmation Emails?
Action
Write

- Contact TypeRequired
- Date Reserved?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package IDRequired
- Custom Title
- Custom Description (HTML)
- Start DateRequired
- Start Time
- Length (Minutes)
- Length (days)
- Backdrop ID
- Add On IDs
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Proposal Valid Through
Action
Write
- ID
- Email
- Text Search
- Origin
- Lead Type
- Source
Action
Search

- ID
- Role
- Search Text
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- Sort By
- Sort Direction
Trigger
Instant
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New Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Trigger
Instant
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New User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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- First Name
- Last Name
- Company Name
- EmailRequired
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Lead Type
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
Action
Write
- ID
- Event Status
- Past or Future
- Event Date (Start)
- Event Date (End)
- Booked At (Start)
- Booked At (End)
- Search Text
- Sort By
- Sort Direction
Action
Search
- ID
- Payment Date (Start)
- Payment Date (End)
- Event ID
Action
Search
- ID
- EmailRequired
- Text Search
- Origin
- Lead Type
- Source
- First Name
- Last Name
- Company Name
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
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 LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- 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 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
Action
Write

About Check Cherry

Check Cherry is the all-in-one platform to manage your Photobooth, Photography Studio, Mobile DJ business and more. Includes online booking, beautiful proposals, and a customer portal.

Learn more