Create MemberPress transactions when pipeline stages change in LeadConnector
Easily manage your memberships with this workflow. When a pipeline stage changes in LeadConnector, a subsequent transaction is instantly created in MemberPress. Perfect for businesses managing multiple memberships, this set up not only saves time but also ensures data consistency and accuracy, eliminating the chance of lost or overlooked transactions.
Easily manage your memberships with this workflow. When a pipeline stage changes in LeadConnector, a subsequent transaction is instantly created in MemberPress. Perfect for businesses managing multiple memberships, this set up not only saves time but also ensures data consistency and accuracy, eliminating the chance of lost or overlooked transactions.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity. 
- automatically do this!Create TransactionCreate a Transaction with the given field values. 
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- 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 
 
- Phone Number 
- Email 
- First Name 
- Last Name 
- Full Name 
 
- Course Completed- Triggers when a course is completed in MemberPress. Try It
- 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 
 
- Lesson Completed- Triggers when a lesson is completed on a MemberPress course. Try It







