LeadConnector + MoonClerk

LeadConnector + MoonClerk integrations

Create and manage opportunities in LeadConnector for every new payment in MoonClerk

Easily handle your MoonClerk transactions with LeadConnector using this convenient workflow. Whenever there's a new payment in MoonClerk, an opportunity is instantly added or updated in LeadConnector. This streamlined process eliminates the need for manual data entry, allowing you to keep track of your transactions more effectively and free up your time for more important tasks.

When this happens...
New PaymentTriggers when a payment has been made on MoonClerk.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with MoonClerk and LeadConnector

Discover other triggers and actions you can use with MoonClerk and LeadConnector

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- In Pipeline
  Required
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- Customer ID
  Required
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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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.

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About MoonClerk

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

Learn moreLearn moreHelpHelp

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Payment Processing

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Related Zap Templates

Manage new MoonClerk plans by adding or updating contacts in LeadConnector