LeadConnector + PDF.co
Update text in pdfs when pipeline stages change in LeadConnector
When a change occurs in your pipeline stage within the LeadConnector app, enhance your workflow efficiency by adding text to a PDF in the PDF.co app. This automation takes the details from your updated pipeline and integrates them into your desired PDF, ensuring your documentation is always current and accurate - thus saving you time and manual input required. Make the most of your lead management process with this proficient workflow.
When a change occurs in your pipeline stage within the LeadConnector app, enhance your workflow efficiency by adding text to a PDF in the PDF.co app. This automation takes the details from your updated pipeline and integrates them into your desired PDF, ensuring your documentation is always current and accurate - thus saving you time and manual input required. Make the most of your lead management process with this proficient workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Text to PDF
Add Text to PDF
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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)
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
Barcode ValueRequired
Barcode TypeRequired
Source PDF (optional)
X Co-ordinateRequired
Y Co-ordinateRequired
Pages
Custom Profiles
