LeadConnector + Payaca

Create new LeadConnector opportunities from sent Payaca quotes

Streamline your sales process with this efficient workflow. When a quote is sent via Payaca, it will spur a corresponding add or update opportunity event in LeadConnector. This seamless interaction between apps helps you save valuable time while keeping your sales pipeline updated and properly organized. Experience a smooth sales journey through this unique combination of opportunity management and quotation activity.

When this happens...
Sent Quote
Triggers when a quote is sent.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Accepted Quote
Triggers when a quote accepted.
Trigger
Instant
Try It
Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
Try It
Updated Event
Triggers when an event is updated.
Trigger
Instant
Try It
- Customers nameRequired
- EmailRequired
- Contact number
- Address
- City
- Postcode
- Note
- Pipeline
- Tags
Action
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
Action
Write

- CampaignRequired
- 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

Created Event
Triggers when an event is created.
Trigger
Instant
Try It
Sent Quote
Triggers when a quote is sent.
Trigger
Instant
Try It
- Customers nameRequired
- EmailRequired
- Contact number
- Address
- City
- Postcode
Action
Write
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.

Help

Related categories

Sales & CRM

PRODUCTS

CAPABILITIES

By team

LeadConnector + Payaca

Create new LeadConnector opportunities from sent Payaca quotes

Accepted Quote

Sent Invoice

Updated Event

Create Deal

EmailRequired

Contact number

Address

City

Postcode

Note

Pipeline

Tags

Add/Update Contact

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

Add Lead to Campaign

CampaignRequired

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)

Add Task

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

Created Event

Sent Quote

Create Customer

Customers nameRequired

EmailRequired

Contact number

Address

City

Postcode

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country