LeadConnector + Nifty
Create new Nifty projects when LeadConnector pipeline stages change
When a lead's status changes within LeadConnector, streamline your process with this workflow that instantly creates a corresponding project in Nifty. This time-saving automation saves you the task of manually transferring information between apps, allowing you to focus on nurturing leads and managing projects effectively. Experience the seamless transition between sales and project management, enhancing both productivity and efficiency.
When a lead's status changes within LeadConnector, streamline your process with this workflow that instantly creates a corresponding project in Nifty. This time-saving automation saves you the task of manually transferring information between apps, allowing you to focus on nurturing leads and managing projects effectively. Experience the seamless transition between sales and project management, enhancing both productivity and efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Creates a new project.
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In PipelineRequired
Moved to Stage
Try ItFirst 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
ProjectRequired
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
ProjectRequired
Try It
