LeadConnector + MoonClerk

Update opportunities in LeadConnector every time a new payment succeeds in MoonClerk

Ensure a seamless follow-up after each successful payment on MoonClerk with this seamless workflow. It instantly adds or updates an opportunity in LeadConnector, keeping your sales team informed and ready to take action. By automating this essential data transfer, the workflow takes manual entry off your hands, ensuring no lead is missed or forgotten.

When this happens...
Payment Succeeded
Triggers when a payment has succeeded on MoonClerk.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- Customer IDRequired
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
Action
Write
- 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)
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

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About MoonClerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

Learn more Help

Related categories

Payment Processing

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PRODUCTS

CAPABILITIES

By team

LeadConnector + MoonClerk

Update opportunities in LeadConnector every time a new payment succeeds in MoonClerk

Plan Payment Failed

Payment Form (optional)

New Plan

Payment Form (optional)

Payment Succeeded

Payment Form (optional)

Pipeline Stage Changed

Moved to Stage

Add/Update Opportunity

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

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Plan Ended

Payment Form (optional)

New Payment

Payment Form (optional)

Retrieve a Plan

Customer IDRequired

Add/Update Contact

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

Add Lead to Campaign

CampaignRequired

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source