Knowify + LeadConnector
Create new Knowify clients when LeadConnector pipeline stages change
Enhance your workflow efficiency with this streamlined process. When a lead progresses to a new stage in LeadConnector, a corresponding client profile is instantly created in Knowify. This eliminates the need for manual data entry, providing up-to-date client details across both platforms. Utilize this workflow to focus on priority tasks, ensuring accurate client updates are always at your fingertips.
Enhance your workflow efficiency with this streamlined process. When a lead progresses to a new stage in LeadConnector, a corresponding client profile is instantly created in Knowify. This eliminates the need for manual data entry, providing up-to-date client details across both platforms. Utilize this workflow to focus on priority tasks, ensuring accurate client updates are always at your fingertips.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new 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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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)
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
New AIA Invoice
Triggers when a new AIA invoice has been added.
Try It
