LeadConnector + Newie

Start new opportunities in LeadConnector when subscriptions start in Newie

Boost your subscription management efficiency with this workflow. When a new subscription is initiated in Newie, a corresponding opportunity is promptly created or updated in LeadConnector. This smooth workflow not only optimizes your sales pipeline but also ensures every subscription is accurately tracked. It's an efficient solution for simplifying your customer tracking process in your business.

When this happens...
Subscription Started
Triggers when the first payment for a subscription is complete and the subscription becomes active.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

All Events - Payments
Triggers when any payment-related event for a subscription or one-off purchase occurs.
Trigger
Instant
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All Events - Subscription
Triggers when any event related to a subscription occurs.
Trigger
Instant
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Subscription Created
Triggers when a customer purchases a subscription – even if billing starts in the future.
Trigger
Instant
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Payment Overdue
Triggers when a payment for a subscription or one-off purchase is overdue.
Trigger
Instant
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Subscription Paused
Triggers when a subscription is paused.
Trigger
Instant
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Payment Skipped
Triggers when a payment for a subscription is skipped due to a pause.
Trigger
Instant
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Payment Uncollectible
Triggers when all auto-retries have failed for a subscription or one-off purchase.
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Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

All Events - One-Off Purchase
Triggers when any one-off purchase event involving a customer takes place.
Trigger
Instant
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One-Off Purchase Complete
Triggers when a customer makes a one-off purchase.
Trigger
Instant
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Subscription Ends
Triggers when a subscription ends.
Trigger
Instant
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Payment Paid
Triggers when a payment is complete for a subscription or one-off purchase.
Trigger
Instant
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Subscription Renewed
Triggers when a customer makes a subscription payment.
Trigger
Instant
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Subscription Started
Triggers when the first payment for a subscription is complete and the subscription becomes active.
Trigger
Instant
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Payment Voided
Triggers when a payment is manually voided for a subscription or one-off purchase.
Trigger
Instant
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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
Action
Write
- 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)
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