Eworks Manager + LeadConnector

Manage new Eworks Manager leads by adding or updating opportunities in LeadConnector

This seamless workflow allows you to streamline your lead management process by instantly updating opportunities in LeadConnector whenever a new lead is detected in Eworks Manager. This automation not only reduces manual data entry but also ensures that your sales team is always armed with the latest leads, enabling faster follow-up and improved lead conversion. Make the most out of every lead and keep your business opportunities constantly updated with this efficient system.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Appointment Accepted
Triggers when an appointment is accepted.
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Appointment Cancelled
Triggers when an appointment is cancelled.
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Appointment Declined
Triggers when an appointment is declined.
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Appointment on Route
Triggers when an appointment status changed to on route.
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Appointment Status Changed
Triggers when appointment status is changed.
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Instant
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Expense Authorised
Triggers when an expense is authorised.
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Expense Updated
Triggers when an expense is updated.
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Invoice Paid
Triggers when an invoice is paid.
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Item Updated
Triggers when an item is updated.
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Instant
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Job Authorised
Triggers when a job is Authorised.
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Instant
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Job Completed
Triggers when a job is completed.
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Job on Hold
Triggers when a job status is changed to On Hold.
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Job Updated
Triggers when a job is updated.
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Instant
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Lead Rejected
Triggers when a lead is rejected.
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Instant
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New Appointment
Triggers when a new job appointment is created.
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Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new Item is created.
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
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Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
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Quote Accepted
Triggers when a quote is accepted.
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Quote Updated
Triggers when a quote is updated.
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- Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- CustomerRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier NameRequired
- Customer Name
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Write
- Item CodeRequired
Action
Search
- Invoice RefRequired
Action
Search
- Purchase Order RefRequired
Action
Search
- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Search or write
- In PipelineRequired
- Moved to Stage
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- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Appointment Action Required
Triggers when an appointment status is action required.
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Instant
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Appointment Completed
Triggers when an appointment is completed.
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Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
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Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
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Instant
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Customer Updated
Triggers when a customer is updated.
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Expense Paid
Triggers when an expense is paid.
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Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
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Instant
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Job Cancelled
Triggers when a job is Cancelled.
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Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
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Instant
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Job Status Changed
Triggers when a job status is changed.
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Instant
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Lead Authorised
Triggers when a lead is authorised.
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Instant
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Lead Updated
Triggers when a lead is updated.
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Instant
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New Customer
Triggers when a new customer is created.
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Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
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Instant
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Supplier Updated
Triggers when a supplier is updated.
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Instant
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- Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Write
- Full NameRequired
- Company NameRequired
- Email AddressRequired
- TelephoneRequired
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer NameRequired
- Full NameRequired
- AddressRequired
Action
Search
- Supplier NameRequired
Action
Search
- Job RefRequired
Action
Search
- Quote RefRequired
Action
Search
- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write
- 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
Action
Write
- CampaignRequired
- 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)
Action
Write
- 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
Action
Write

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

Help

Related categories

Project Management

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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By team

Eworks Manager + LeadConnector

Manage new Eworks Manager leads by adding or updating opportunities in LeadConnector

Appointment Accepted

Appointment Cancelled

Appointment Declined

Appointment on Route

Appointment Status Changed

Expense Authorised

Expense Updated

Invoice Paid

Item Updated

Job Authorised

Job Completed

Job on Hold

Job Updated

Lead Rejected

New Appointment

New Expense

New Item

New Lead

New Quote

Purchase Order Approved

Purchase Order Paid

Quote Accepted

Quote Updated

Create Customer

Customer NameRequired

Full NameRequired

Email Address

Telephone

AddressRequired

City

County

Postcode

Country

Notes

Create Invoice

Customer NameRequired

Invoice DateRequired

Due Date

Terms

Internal Notes

Customer Notes

Purchase Order Ref

Job Order Ref

Item CodeRequired

Item Description

Account Code

Tax Rate

Quantity

Discount Type

Discount Value

Cost Price

Price

Create Job

CustomerRequired

Job Type

Start DateRequired

Complete ByRequired

Short DescriptionRequired

Description

Customer Notes

Internal Notes

Item Code

Description

Quantity

Cost Price

Price

Create Purchase Order

Supplier NameRequired

Customer Name

Purchase DateRequired

Payment Terms

Supplier Notes

Delivery Notes

Internal Notes

Create Supplier