LeadConnector + Newie

Update LeadConnector opportunities when new one-off purchases are complete in Newie

Boost your sales process by instantly updating your opportunities in LeadConnector whenever a purchase is completed in the Newie app. This automation ensures that every successful transaction in Newie reflects in your LeadConnector, keeping your sales pipeline up-to-date. Turn every one-off purchase into a potential future opportunity without having to manually input the data, saving your time for more important tasks.

When this happens...
One-Off Purchase Complete
Triggers when a customer makes a one-off purchase.
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