LeadConnector + Paystack

Create new LeadConnector opportunities from new Paystack transactions

When a new transaction occurs in Paystack, this workflow ensures that an opportunity is immediately added or updated in LeadConnector. It saves you from manual data entry and keeps your records consistent. It bridges the gap between your payment gateway and CRM, making sure all your transaction data is directly reflected in your sales opportunities.

When this happens...
New Transaction
Triggers when there's a new successful or failed transaction.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Transaction timeoutRequired
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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- Status of InvoiceRequired
Trigger
Polling
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- Status of TransactionRequired
- Payment Page IDRequired
Trigger
Polling
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- Renewal StatusRequired
Trigger
Polling
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- Status of TransactionRequired
Trigger
Polling
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- NameRequired
- DescriptionRequired
- PriceRequired
- CurrencyRequired
- Unlimited
- Quantity
Action
Write

- CodeRequired
- TokenRequired
Action
Write
- TransactionRequired
- Reason
- Amount to refund
Action
Write
- Terminal NameRequired
- Whatsapp NumberRequired
Action
Write
- TerminalRequired
- Invoice IDRequired
- Offline ReferenceRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- AmountRequired
- Currency
- DescriptionRequired
- Invoice Number
Action
Write
- Order IdRequired
- StatusRequired
Action
Write
- Email AddressRequired
Action
Search
- Transaction referenceRequired
Action
Search
- Customer's email addressRequired
Action
Search
- 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

Cancelled Subscription
Triggers when there's a an existing subscription is cancelled by you or the customer.
Trigger
Polling
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New Chargeback
Triggers when a chargeback is logged against your account and awaiting your feedback
Trigger
Polling
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New Order
Triggers when a new order is made on your account
Trigger
Polling
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New Refund
Triggers when a refund happens on your account
Trigger
Polling
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- Status of SubscriptionRequired
Trigger
Polling
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- Status of TransferRequired
Trigger
Polling
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- Vt CodeRequired
- Name
- TargetRequired
Action
Write
- EmailRequired
- ChannelRequired
- Callback UrlRequired
- Number
- Bank Code
- State
- City
- Street
Action
Write
- CustomerRequired
- Invoice Limit
- Pick from the plans you created on your Paystack dashboard Required
- Set the date for the first debit. Date format should be YYYY-MM-DD
Action
Write
- EmailRequired
- AmountRequired
- Currency
- Reference
- Callback Url
- Plan
- Split Code
- Ubaccount
- Bearer
Action
Write
- Vt CodeRequired
- TargetRequired
Action
Write
- CodeRequired
Action
Write
- TerminalRequired
Action
Search
- Order IDRequired
Action
Search
- Transaction transfer codeRequired
Action
Search
- Account NumberRequired
- Bank CodeRequired
Action
Search
- 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