LeadConnector + PocketSuite

Update LeadConnector contacts when new payments are received in PocketSuite

Easily manage your customer data with this handy workflow. Whenever a payment is received in PocketSuite, it promptly adds or updates the corresponding contact information in LeadConnector. This efficient process helps you keep track of your clientele while saving time on manual data entry. Perfect for businesses seeking to streamline their financial and customer management processes.

When this happens...
Payment Received
Triggers when a payment is received.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Payment Received
Triggers when a payment is received.
Trigger
Instant
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Subaccount Updated
Triggers when an existing subaccount is updated.
Trigger
Instant
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- Client NameRequired
- Client Phone
- Client Birthday
- Client Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write

- 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

Booking Created
Triggers when a new booking is created (includes recurring appointment instances).
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Subaccount Created
Triggers when a new subaccount is created.
Trigger
Instant
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- Client Email
- Client Phone
- NoteRequired
- Title
Action
Write
- Client Phone
- Client Email
- Client Name
- Address Line 1
- Address Line 2
- City
- State
- Zip
- Country
- Birthday
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
- 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