Egnyte + LeadConnector
Create new Egnyte folders when LeadConnector stages change
Keep your business processes organized and efficient with this workflow. Whenever there's a change in the pipeline stage in LeadConnector, a new folder is immediately created in Egnyte. This saves time and effort in manually tracking and updating changes, providing an efficient solution to manage your sales pipeline and document storage.
Keep your business processes organized and efficient with this workflow. Whenever there's a change in the pipeline stage in LeadConnector, a new folder is immediately created in Egnyte. This saves time and effort in manually tracking and updating changes, providing an efficient solution to manage your sales pipeline and document storage.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Folder
Create a new folder in Egnyte workspace
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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
FolderRequired
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
List Folders
Lists all folders in /Shared.
Try It
