LeadConnector + ShareFile
Create new ShareFile users when LeadConnector stages change
When a pipeline stage changes in LeadConnector, this workflow kicks into gear to promptly create a new client user in ShareFile. This automation streamlines your lead management and client onboarding process, eliminating manual data entry. Bringing simplicity and efficiency to your business operations, this workflow is a real game-changer.
When a pipeline stage changes in LeadConnector, this workflow kicks into gear to promptly create a new client user in ShareFile. This automation streamlines your lead management and client onboarding process, eliminating manual data entry. Bringing simplicity and efficiency to your business operations, this workflow is a real game-changer.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
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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
New Client
Triggers when a new client is created.
Try It
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
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)
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
FolderRequired
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