LeadConnector + Novi AMS

Create LeadConnector leads from new Novi AMS orders

When a new order is created in Novi AMS, streamline your sales process with this workflow that instantly adds a new lead into LeadConnector. It simplifies your sales funnel management, freeing up time for you to focus on other key areas of your business. No more manual data entry or missed opportunities, this workflow ensures every new order translates into potential leads for your business.

When this happens...
Order Created
Triggers when an order is created (with line item support).
TriggerInstant
automatically do this!
Add Lead to Workflow
Adds a lead to an existing workflow.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Member Created
Triggers when a member is created.
Trigger
Instant
Try It
Order Created
Triggers when an order is created (with line item support).
Trigger
Instant
Try It
- Fields to Watch
Trigger
Instant
Try It
- Activity TypeRequired
- SubjectRequired
- DateRequired
- Notes
Action
Write
- Search TypeRequired
Action
Search

- Search TypeRequired
- Customer TypeRequired
- Full NameRequired
- Link to Parent Member by Unique ID
- Suffix
- Member Type
- Original Join Date
- Member Since
- Membership Expires
- Email
- Phone
- Job Title
- Mobile
- Fax
- Website
- County
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - Zip Code
- Billing Address - State/Province
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - Zip Code
- Shipping Address - State/Province
- Shipping Address - Country
- Personal Email
- Personal Phone
- Personal Mobile
- Personal Address - Address 1
- Personal Address - Address 2
- Personal Address - City
- Personal Address - Zip Code
- Personal Address - State/Province
- Personal Address - Country
- Notes
- Facebook Url
- LinkedIn Url
- Instagram Handle
- Twitter Handle
- Member Profile
- Hide On Website
- Hide Contact Information
- Unsubscribe From Emails
- Approved
- Auto-Renew
- Auto-Pay
- Is Instructor
Action
Search or write
- 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

Member Activity Created
Triggers when a member activity is created.
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Unique IDRequired
- Customer Type
- Full Name
- Link to Parent Member by Unique ID
- Suffix
- Member Type
- Original Join Date
- Member Since
- Membership Expires
- Email
- Phone
- Job Title
- Mobile
- Fax
- Website
- County
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - Zip Code
- Billing Address - State/Province
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - Zip Code
- Shipping Address - State/Province
- Shipping Address - Country
- Personal Email
- Personal Phone
- Personal Mobile
- Personal Address - Address 1
- Personal Address - Address 2
- Personal Address - City
- Personal Address - Zip Code
- Personal Address - State/Province
- Personal Address - Country
- Notes
- Facebook Url
- LinkedIn Url
- Instagram Handle
- Twitter Handle
- Member Profile
- Hide On Website
- Hide Contact Information
- Unsubscribe From Emails
- Approved
- Auto-Renew
- Auto-Pay
- Is Instructor
Action
Write
- Search TypeRequired
Action
Search
- 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