Commusoft + LeadConnector
Create new jobs in Commusoft when pipeline stages change in LeadConnector
This workflow initiates when a change occurs in your pipeline stage in the LeadConnector app, subsequently creating new job entries in Commusoft. This automation not only streamlines your sales process but also ensures constant updates for your job management, providing an efficient solution to manual data input. Stay ahead by promptly responding to pipeline changes and enhance your job management in Commusoft.
This workflow initiates when a change occurs in your pipeline stage in the LeadConnector app, subsequently creating new job entries in Commusoft. This automation not only streamlines your sales process but also ensures constant updates for your job management, providing an efficient solution to manual data input. Stay ahead by promptly responding to pipeline changes and enhance your job management in Commusoft.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Job
This action always creates a Customer based on the provided information and create a new job under the given customer. Please make sure not use this action if the customer already exists in Commusoft.
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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
New Customer
Triggers when a new customer is created.
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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
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)
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
New Diary
Triggers when new diary event created.
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