Indy + LeadConnector

Create tasks in LeadConnector when invoices get paid in Indy

This workflow gets activated when an invoice is paid in the Indy app, swiftly prompting a new task addition in the LeadConnector app. This process enables paid invoice details to be systematically managed as tasks, enhancing efficiency and ensuring no detail is overlooked. Experience the ease of keeping track of your invoices and tasks all in one flow with this automation.

When this happens...
Invoice Paid
Triggers when an invoice is paid.
TriggerInstant
automatically do this!
Add Task
Adds a task to the account.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a new client is created.
Trigger
Instant
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Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Deposit Paid
Triggers when an invoice deposit is paid.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed.
Trigger
Instant
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Deliverable Created
Triggers when a deliverable is created.
Trigger
Instant
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Project Marked Done
Triggers when a project is marked done.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed.
Trigger
Instant
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Task Created
Triggers when a task is created.
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

Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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- FormRequired
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Deliverable Marked Done
Triggers when a deliverable is marked done.
Trigger
Instant
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Project Created
Triggers when a project has been created.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved.
Trigger
Instant
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Task Marked Done
Triggers when a task is marked done.
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