ConvertCalculator + OrbisX

ConvertCalculator + OrbisX integrations

Generate new OrbisX leads from new ConvertCalculator submissions

Turn new submissions from ConvertCalculator into leads in OrbisX with this seamless workflow. Every time a submission happens in ConvertCalculator, a corresponding lead is created in OrbisX. This streamlines your lead management process, ensuring no potential client slips through the cracks.

When this happens...
New SubmissionTrigger when a new form submission is added.
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with ConvertCalculator and OrbisX

Discover other triggers and actions you can use with ConvertCalculator and OrbisX

New Calculator
Trigger when a new calculator is added.
Trigger
Polling
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Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Polling
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- Invoice ID
  Required
Trigger
Polling
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New Clients
Triggers when a new clients are created.
Trigger
Polling
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- Form ID
Trigger
Polling
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New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
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New Events Hook
Triggers when a new event is created.
Trigger
Instant
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New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
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New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
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New Leads
Triggers when a new leads are created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
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New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
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New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
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New Tag Removed From Event
Triggers when a tag or label is removed from an event
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
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- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- Amount
  Required
- Category
  Required
- Vendor/Supplier
  Required
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tags
Action
Write
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
Action
Write
- Client ID
- Phone Number
- Email
- Start Date
- End Date
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write

- Calculator
  Required
Trigger
Polling
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Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
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Lead Converted to Client
Triggers when a lead is converted to a client
Trigger
Instant
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
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New Clients Hook
Triggers when a new client is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Polling
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New Events
Triggers when a new events are created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
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New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
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New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
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New Tag Added to Event
Triggers when a tag or label is added to an event
Trigger
Instant
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New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
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New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
Try It
Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
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- Assigned Staff Member
  Required
- Event Date
  Required
- Event Time
  Required
- Title
  Required
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
- Created By User ID
Action
Write
- Journal Entry
  Required
- Journal Target
  Required
- Target ID (lead or client ID)
  Required
- Staff/User ID
Action
Write
- Message Type
  Required
- Message Content
  Required
- Client's Phone or Email
  Required
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Tags
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
Action
Search or write

About ConvertCalculator

ConvertCalculator is the versatile calculator builder for your website that boosts sales and reduces hassle. Let your users calculate a price quote, savings, ROI, mortgage payments or anything else that needs calculation.

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Forms & Surveys

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About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier