Cone + Seamlss

Cone + Seamlss integrations

Create individual prospects in Cone from newly created leads in Seamlss

Easily keep your sales pipeline up-to-date with this seamless integration. When a new lead is added in the Seamlss app, this workflow instantly generates an individual prospect in the Cone app. This automation efficiently streamlines your sales process, saving you valuable time and ensuring that no potential client slips through the cracks.

When this happens...
Lead CreatedTriggers when lead is created. Returns contact details.
TriggerPolling
automatically do this!
Create Individual ProspectCreates an individual prospect in Cone
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Seamlss and Cone

Discover other triggers and actions you can use with Seamlss and Cone

Client Onboarded
Triggers when client is onboarded. Returns contact details.
Trigger
Polling
Try It
Lead Created
Triggers when lead is created. Returns contact details.
Trigger
Polling
Try It
Client Request Completed
Triggers when a client request is completed. Returns contact details and request name.
Trigger
Polling
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
  Required
- New Client
Action
Write
Client Converted to Customer
Triggers when a prospect is converted to customer.
Trigger
Instant
Try It

Client Request Completed
Triggers when a client request is completed
Trigger
Instant
Try It
Client Request Sent
Triggers when a client request is sent
Trigger
Instant
Try It

Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
Try It
Invoice Finalized
Triggers when invoice is finalized or created in final state.
Trigger
Instant
Try It
Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
Try It
Project Created
Triggers when a project is created manually
Trigger
Instant
Try It
Project Edited
Triggers when a project is edited
Trigger
Instant
Try It
Project Overdue
Triggers when a project is overdue
Trigger
Instant
Try It
Proposal Created
Triggers when proposal is saved for the first time.
Trigger
Instant
Try It
Proposal Published
Triggers when a proposal is published
Trigger
Instant
Try It
Task Completed
Triggers when an internal task is completed
Trigger
Instant
Try It
Task Overdue
Triggers when an internal task is overdue
Trigger
Instant
Try It
- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write

Client Verified
Triggers when client identity is verified. Returns contact details.
Trigger
Polling
Try It
Lead Request Created
Triggers when a lead request is completed. Returns contact details and request name.
Trigger
Polling
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
  Required
- New Client
Action
Write
- Link Code
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email Address
  Required
- Phone Number
  Required
Action
Write
Client Created
Triggers when a Client is created.
Trigger
Instant
Try It
Client Request Created
Triggers when a client request is created
Trigger
Instant
Try It
Client Updated
Triggers when a Client is updated.
Trigger
Instant
Try It
Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Invoice Written Off
Triggers when an invoice is written off.
Trigger
Instant
Try It
Project Created From Recurring Rule
Triggers when a project is created from recurring role
Trigger
Instant
Try It
Project Ended
Triggers when a project is ended
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
Try It
Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
Try It
Task Created
Triggers when an internal task is created
Trigger
Instant
Try It
- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- Type
  Required
- First Name
- Middle Name
- Last Name
- Client Type
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Middle Name
- Email
  Required
- Phone
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact last name
  Required
- Contact Email
  Required
- Contact Phone
- Is Primary
  Required
Action
Write

About Cone

Cone Unified Proposals and Practice Management Software

HelpHelp

Related categories

Accounting

About Seamlss

Seamlss allows you to onboard your clients with ease to collect and collate data. Make life seamless with Seamlss.

HelpHelp

Related categories

Accounting