JobTread + LeadConnector
Create and update LeadConnector opportunities when new tasks are created in JobTread
Streamline your lead management process with this efficient workflow. Whenever a new task is created in JobTread, this automation will add or update the opportunity in LeadConnector. This not only saves time but also ensures your sales opportunities are always up to date, helping drive your business growth.
Streamline your lead management process with this efficient workflow. Whenever a new task is created in JobTread, this automation will add or update the opportunity in LeadConnector. This not only saves time but also ensures your sales opportunities are always up to date, helping drive your business growth.
- When this happens...
Task CreatedTriggers when a task is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Limit files uploaded to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AssigneeRequired
Target TypeRequired
Target IdRequired
Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Add Customer Contact
Add Location
Add Files to Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job IDRequired
DateRequired
Notes
Notify assignees
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Account IDRequired
Location NameRequired
Location Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Add Vendor Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Target TypeRequired
Target IdRequired
Task Template NameRequired
Start Date and Time
Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Id
Customer Name
This customer is taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Location IdRequired
Address
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Account Id
Vendor name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Location Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Vendor Name
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
OrganizationRequired
Limit files updated to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.JavaScript CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Comment MessageRequired
Target TypeRequired
Target IdRequired
Assignee Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
NameRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Location IDRequired
Description
Name
Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
NameRequired
Description
Is To-Do
Target Type
Target Id
Parent Task Id
Start Date
Start Time
End Date
Task Progress
End Time
Assigned Membership Ids
Assigned Emails
Task Type Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Vendor IDRequired
NameRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query (JSON)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job IdRequired
Description
Name
Closed On
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Task IdRequired
Task name
Task Description
Task Progress
Parent Task Id
Start Date
Start Time
End Date
End Time
Assigned Membership Ids
Task Type Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
File URLsRequired
Target Type
Target Id
File Tag Names
File Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job Number
Job Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
User Email
User Name
ActionThis is an event a Zap performs.SearchFind existing data in your appIn PipelineRequired
Moved to Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number
Email
First Name
Last Name
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About JobTread
Related categories
About LeadConnector
Related categories
Related Zap Templates
- Update opportunities in LeadConnector when jobs update in JobTread
- Create JobTread customers when lead connector stages are updated
- Create and update LeadConnector contacts whenever new customer contacts are added in JobTread
- "create and update LeadConnector contacts as new customers are added in JobTread"
- Create new LeadConnector contacts when new JobTread customer contacts are created
- Create new JobTread customers when LeadConnector pipeline stages change
- Create new LeadConnector contacts when customers are added in JobTread
- Update contacts in LeadConnector whenever jobs are updated in JobTread
- Create customer contacts in JobTread when pipeline stages change in LeadConnector
- Create and manage contacts in LeadConnector when new jobs are created in JobTread
- Update LeadConnector contacts when customers are updated in JobTread
- Create and manage LeadConnector opportunities when new events are created in JobTread
- Update LeadConnector contacts when JobTread customer contacts are updated
- Create and update LeadConnector contacts when new comments are posted in JobTread
- Create new JobTread jobs when pipeline stages change in LeadConnector
- Create and manage opportunities in LeadConnector when new jobs are created in JobTread
- Update LeadConnector contacts whenever jobs get updated in JobTread
- Create new LeadConnector opportunities when documents are created in JobTread
- "update JobTread customers when LeadConnector pipeline stages change"
Related Zap Templates
- Update opportunities in LeadConnector when jobs update in JobTread
- "create and update LeadConnector contacts as new customers are added in JobTread"
- Create new LeadConnector contacts when customers are added in JobTread
- Create and manage contacts in LeadConnector when new jobs are created in JobTread
- Update LeadConnector contacts when JobTread customer contacts are updated
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- Create JobTread customers when lead connector stages are updated
- Create new LeadConnector contacts when new JobTread customer contacts are created
- Update contacts in LeadConnector whenever jobs are updated in JobTread
- Update LeadConnector contacts when customers are updated in JobTread
- Create and update LeadConnector contacts when new comments are posted in JobTread
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- Create and update LeadConnector contacts whenever new customer contacts are added in JobTread
- Create new JobTread customers when LeadConnector pipeline stages change
- Create customer contacts in JobTread when pipeline stages change in LeadConnector
- Create and manage LeadConnector opportunities when new events are created in JobTread
- Create new JobTread jobs when pipeline stages change in LeadConnector