LeadConnector + Wave
Create invoices in Wave when pipeline stages change in LeadConnector
Manage your sales pipeline and billing process more efficiently with this workflow. When a stage change occurs in a lead within LeadConnector, an invoice is instantly generated in Wave. This seamless integration helps ensure timely billing and reduces manual data entry, freeing up time for more important tasks. Keep your accounts streamlined and up to date with this efficient and effective automation.
Manage your sales pipeline and billing process more efficiently with this workflow. When a stage change occurs in a lead within LeadConnector, an invoice is instantly generated in Wave. This seamless integration helps ensure timely billing and reduces manual data entry, freeing up time for more important tasks. Keep your accounts streamlined and up to date with this efficient and effective automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Invoice
Creates a new invoice.
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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
BusinessRequired
Try It
