Lawcus + LeadConnector
Update stages in LeadConnector and create new leads in Lawcus
Optimize your workflow with this efficient technology bridge between LeadConnector and Lawcus. Whenever there's a change in your pipeline stage within the LeadConnector app, this seamless automation creates a new lead in Lawcus instantly. Embrace this smart solution to save time, reduce manual entries, and ensure every lead is promptly acted upon in your Lawcus platform.
Optimize your workflow with this efficient technology bridge between LeadConnector and Lawcus. Whenever there's a change in your pipeline stage within the LeadConnector app, this seamless automation creates a new lead in Lawcus instantly. Embrace this smart solution to save time, reduce manual entries, and ensure every lead is promptly acted upon in your Lawcus platform.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead (Person)
Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.
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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
Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
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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
Stage
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