LeadConnector + Wayfront

Create new LeadConnector opportunities from new Wayfront invoices

Manage your leads effectively with this efficient workflow. Every time you generate a new invoice in Wayfront, an opportunity is seamlessly added or updated in LeadConnector. This streamlines your processes, keeping your business organized and ensuring no opportunities slip through the cracks. Stay ahead of your competition by adopting this automation to optimize your sales strategy.

When this happens...
New Invoice
Triggers when a new invoice is created (manually or during checkout).
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Invoice Paid
Triggers when an invoice has been paid.
Trigger
Instant
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- Status
Trigger
Instant
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New Ticket
Triggers when a new ticket is created.
Trigger
Instant
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- Order Status
- Service
Trigger
Instant
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- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write

- OrderRequired
- TagRequired
Action
Write
- ClientRequired
- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write

- NumberRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- OrderRequired
- User
Action
Write
- Send ToRequired
- Message BodyRequired
- Sender
Action
Write
- OrderRequired
- User
Action
Write
- OrderRequired
- StatusRequired
Action
Write
- EmailRequired
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