RepCard + WooSender

Create new RepCard contacts when opportunities are added or moved to a stage in WooSender

Improve your sales pipeline workflow with WooSender and RepCard. When a new opportunity is added or moved to a different stage in WooSender, this automation will create a new contact in your RepCard system. Streamlining this process saves time and ensures that your RepCard always has the most updated information. Boost your team's productivity and keep your sales funnel organized with this smart workflow.

When this happens...
Opportunity Added or Moved to Pipeline/Stage
Opportunity Added or Moved to Pipeline/Stage
TriggerInstant
automatically do this!
Create Contact
This will create a contact in RepCard.
ActionWrite

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Supported triggers and actions

Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
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Appointment Updated
Appointment Updated By WooSender
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Instant
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New Contact
Triggers when a new contact has been added on WooSender.
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Instant
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- PipelineRequired
- StageRequired
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- TitleRequired
- Start timeRequired
- End timeRequired
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write

- IdRequired
- TitleRequired
- Start timeRequired
- End TimeRequired
- Appointment AssigneeRequired
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write
Appointment Set
Triggers when a new Appointment is created for any contact.
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Instant
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- Trigger when any user registered to the Event belowRequired
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Instant
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New User
Triggers when a new user is created.
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Instant
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- StatRequired
- Date TimeRequired
- Owner TypeRequired
- Stat OwnerRequired
- Stat UIDRequired
- Stat ValueRequired
Action
Write
- First Name
- Last Name
- TypeRequired
- Contact OwnerRequired
- Email
- Country Code
- Phone Number
- StatusRequired
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- StatusRequired
- Notes
- Address
- State
- City
- Zip
Action
Write

Appointment Created
Appointment Created By WooSender
Trigger
Instant
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Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
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- PipelineRequired
- StageRequired
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Instant
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- TagsRequired
Trigger
Instant
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- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact NameRequired
- Heat ScoreRequired
- Value
- PipelineRequired
- StageRequired
- Numbers Of ProductsRequired
- Update all fields if an opportunity already exists in the same pipelineRequired
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact IDRequired
Action
Write
- Contact IDRequired
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write
- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more

Related categories

Sales & CRM

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

Learn more

Related categories

Marketing

Related Zap Templates

Create new WooSender contacts when statuses change in RepCard

Related Zap Templates

Create new WooSender contacts when statuses change in RepCard

RepCard + WooSender

Create new RepCard contacts when opportunities are added or moved to a stage in WooSender

Appointment Cancelled

Appointment Updated

New Contact

Opportunity Deactivated From Pipeline/Stage

Tag Deleted

Create Appointment

Create Contact

Update Appointment

Find Appointments

Find or Create Contact

Appointment Set

New Registration

New User

Create Leaderboard Stat

Create Contact

Create User

Update Contact

Appointment Created

Marked as Attention

Opportunity Added or Moved to Pipeline/Stage

Tag Added

Add/Move Opportunity to Pipeline/Stage

Create or Update Contact

Get Contact

Update Contact

Find Contact

Appointment Outcome

New Contact

Status Changed

Add Event Ticket

New Appointment

Create Registration

Send Repcard to a Contact

About RepCard

Related categories

About WooSender

Related categories

Related Zap Templates

Related Zap Templates