FanBasis + LeadConnector

Manage failed FanBasis payments by adding or updating opportunities in LeadConnector

Manage your failed payments efficiently in the FanBasis app by setting up an automation workflow that promptly reflects those transactions in the LeadConnector app. This robust solution immediately creates or updates an opportunity in LeadConnector when a payment fails in FanBasis, making sure to keep your sales opportunities up to date. Making use of this automatic solution helps not only to streamline your processes but also to secure your revenue recovery efforts.

When this happens...
Failed Payments
Triggers when any payment fails on FanBasis.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Charge Disputed
Triggers when any transaction is disputed by the customer.
Trigger
Instant
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Dispute Won
Triggers when a dispute is marked won.
Trigger
Instant
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Failed Payments
Triggers when any payment fails on FanBasis.
Trigger
Instant
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Manual Transactions
Triggers when any manual transactions is done
Trigger
Instant
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Referral Commission
Triggers when a referral commission is added to wallet.
Trigger
Instant
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Subscription Cancelled
Triggers when any subscription is cancelled.
Trigger
Instant
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Subscription Renewal
Triggers when any subscription is auto-renewed.
Trigger
Instant
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- 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

Dispute Lost
Triggers when a disputed is marked lost.
Trigger
Instant
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Qualify Leads
Triggers when a Lead is Qualified.
Trigger
Instant
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Joined Discord
Triggers when a user joins discord server.
Trigger
Instant
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New Sale
Triggers when any new or recurring sale occurs in FanBasis.
Trigger
Instant
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Refund Issued
Triggers when any refund issued on FanBasis.
Trigger
Instant
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Subscription Extended
Triggers when any subscription is extended.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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

About FanBasis

FanBasis is a marketplace for digital products & services, enabling creators & businesses to connect, scale, and create with trusted fans and clients worldwide.