LeadConnector + Paythen

Update LeadConnector opportunities when plans are cancelled in Paythen

Stay atop your opportunity management strategy with this seamless workflow between Paythen and LeadConnector. When a plan is cancelled within your Paythen interface, an opportunity gets promptly added or updated in LeadConnector. This workflow helps you keep a real-time track of prospects without lifting a finger, ensuring your sales pipeline stays agile and accurate.

When this happens...
Plan Cancelled
Triggers when a customer's Paythen payment plan or subscription is cancelled (either by the customer, or an account admin).
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Choose a Plan
- When a Customer's Status changes toRequired
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Paythen template linkRequired
- Customer emailRequired
- Plan nameRequired
- Total payment amountRequired
- A note about the optional fields
- Number of payments (optional)
- Currency (optional)
- Billing interval (optional)
- Delay payment plan start by X days (optional)
- Custom confirmation page link (optional)
- Plan description (optional)
- Include custom text in email (optional)
Action
Write
- Search by plan name
- Search by internal name
- Search by NFID
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

- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Search by email
- Search by name
- Filter by customer status (optional)
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