DecisionVault + LeadConnector
Manage updated pipeline stages in LeadConnector by pre-creating matters in DecisionVault
Enhance productivity and concentrate more on your operations with this workflow. When there's a modification in your LeadConnector pipeline stage, the same changes get reflected in your DecisionVault stages. This automation ensures a seamless and efficient flow between stages in both LeadConnector and DecisionVault, paving the way for well-coordinated management of your business processes.
Enhance productivity and concentrate more on your operations with this workflow. When there's a modification in your LeadConnector pipeline stage, the same changes get reflected in your DecisionVault stages. This automation ensures a seamless and efficient flow between stages in both LeadConnector and DecisionVault, paving the way for well-coordinated management of your business processes.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!PreCreate Matter
Action creates a new matter and returns an invite link to send to the client.
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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
Event TypeRequired
Try It
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
Matter nameRequired
context
