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

What does this mean?

Appointment Cancelled
Appointment Cancelled By WooSender
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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
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Instant
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- TagsRequired
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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
- 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
- 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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- Trigger when any user registered to the Event belowRequired
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New User
Triggers when a new user is created.
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- 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

Appointment Created
Appointment Created By WooSender
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- PipelineRequired
- StageRequired
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Instant
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- TagsRequired
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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
- 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
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Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
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Instant
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- Trigger when any contact is changed to the status(s) below:
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Instant
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- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- First Name
- Last Name
- Type
- Contact Owner
- Email
- Country Code
- Phone Number
- Status
- 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
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
- Notes
- Address
- State
- City
- Zip
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

PRODUCTS

CAPABILITIES

By team

RepCard + WooSender

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

Appointment Cancelled

New Contact

Opportunity Deactivated From Pipeline/Stage

StageRequired

Tag Deleted

TagsRequired

Create Appointment

TitleRequired

Start timeRequired

End timeRequired

Appointment Assignee

Description

Contact ID

Contact Email

Contact Phone Number

Contact Assignee

Campaign

Pipeline

Stages

Create Contact

Full Name

First Name

Last Name

Email

Phone Number

Assignee

Campaign

Pipeline

Tag

Note

Company

Revenue

Timezone

Update Contact

Contact IDRequired

Full Name

Last Name

Email

Phone Number

Assignee

Campaign

Pipeline

Tag

Note

Company

Revenue

Timezone

Find or Create Contact

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

Appointment Set

New Registration

Trigger when any user registered to the Event belowRequired

New User

New Appointment

Appointment Title

First NameRequired

Last Name

Email

Phone Country Code

Phone Number