ISN + LeadConnector

Update LeadConnector contacts when clients are updated in ISN

Boost your efficiency by immediately updating your contacts in LeadConnector whenever there's a client update in your ISN App. This automated workflow ensures your LeadConnector contacts stay up-to-date with every change made in ISN, saving you the hassle of manual updates. Simplify your client management process and stay organized effortlessly.

When this happens...
Client Updated
Triggers when a client has been updated.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Agent Updated
Triggers when an agent has been updated.
Trigger
Polling
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Event Created
Triggers when an event has been created.
Trigger
Polling
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Note Created
Triggers when a new note is created.
Trigger
Polling
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Order Completed
Triggers when an order has been completed.
Trigger
Polling
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Order Paid
Triggers when a payment has been received.
Trigger
Polling
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Order Signed
Triggers when an agreement has been signed.
Trigger
Polling
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- First NameRequired
- Last NameRequired
- Display Name
- Email Address
- Address 1
- Address 2
- City
- ZIP Code
- Work Phone
- Home Phone
- Cell Phone
- Notes
Action
Write

- Task IDRequired
Action
Write
- id of eventRequired
- Rid
- ModeRequired
- User IdRequired
- Start DateRequired
- Start TimeRequired
- End TimeRequired
- TitleRequired
- DescriptionRequired
- RecurringRequired
- Recurring Date
Action
Write
- Email
- Phone
- Name (partial ok)
- Office ID
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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

Client Updated
Triggers when a client has been updated.
Trigger
Polling
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Event Updated
Triggers when an event has been updated.
Trigger
Polling
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Order Canceled
Triggers when an order has been canceled.
Trigger
Polling
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Order Created
Triggers when an order has been created.
Trigger
Polling
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Order Scheduled
Triggers when an order has been scheduled.
Trigger
Polling
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- First NameRequired
- Last NameRequired
- Display Name
- Email Address
- Website URL
- Address 1
- Address 2
- City
- State
- ZIP Code
- Work Phone
- Home Phone
- Cell Phone
- Notes
- Private Notes
- Birthday Month
- Birthday Day
- Agency UUID
- Opt Out of Mail List
- Opt Out of Email Events
- Opt Out of SMS
- Latitude
- Longitude
- Link Agency Address
- Biography
Action
Write
- DescriptionRequired
- AssigneeRequired
- Due Date TimeRequired
- PriorityRequired
- OIDRequired
- Remind by Email
- Remind by SMS
- Remind Minutes Before
Action
Write
- User IdRequired
- Start DateRequired
- Start TimeRequired
- End TimeRequired
- TitleRequired
- DescriptionRequired
- RecurringRequired
- Recurring Date
Action
Write
- Office
- Order TypeRequired
- InspectorRequired
- Date/Time
- Client ID
- Buyer's Agent ID
- Seller's Agent ID
- Address
- City
- State
- ZIP/Postal Code
- Duration (minutes)
- Square Footage
- Year Built
- Base Fee Value
Action
Write
- Email
- Phone
- Name (partial ok)
- Office ID
Action
Search
- 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
Action
Write
- 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)
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