ISN + WhatConverts

Create new leads in WhatConverts for every paid order in ISN

Manage your leads more efficiently with this workflow. Get notified in WhatConverts every time a new order is paid in ISN. The workflow takes over by creating a lead in WhatConverts, enabling you to focus on client relationships, not data entry. This simple but powerful automation brings your leads management to the next level while saving you time on routine tasks.

When this happens...
Order Paid
Triggers when a payment has been received.
TriggerPolling
automatically do this!
Create Lead
Create a new lead.
ActionWrite

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Supported triggers and actions

Agent Updated
Triggers when an agent has been updated.
Trigger
Polling
Try It
Event Created
Triggers when an event has been created.
Trigger
Polling
Try It
Note Created
Triggers when a new note is created.
Trigger
Polling
Try It
Order Completed
Triggers when an order has been completed.
Trigger
Polling
Try It
Order Paid
Triggers when a payment has been received.
Trigger
Polling
Try It

Order Signed
Triggers when an agreement has been signed.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- Display Name
- Email Address
- Address 1
- Address 2
- City
- ZIP Code
- Work Phone
- Home Phone
- Cell Phone
- Notes
Action
Write

- Task IDRequired
Action
Write
- id of eventRequired
- Rid
- ModeRequired
- User IdRequired
- Start DateRequired
- Start TimeRequired
- End TimeRequired
- TitleRequired
- DescriptionRequired
- RecurringRequired
- Recurring Date
Action
Write
- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)
- EmailsRequired
- AppointmentsRequired
- OtherRequired
- ProfileRequired
Trigger
Instant
Try It
- Lead TypeRequired
- Send Notification
- Profile
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Write
- ProfileRequired
- Lead ID
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Search

Client Updated
Triggers when a client has been updated.
Trigger
Polling
Try It
Event Updated
Triggers when an event has been updated.
Trigger
Polling
Try It
Order Canceled
Triggers when an order has been canceled.
Trigger
Polling
Try It
Order Created
Triggers when an order has been created.
Trigger
Polling
Try It
Order Scheduled
Triggers when an order has been scheduled.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- Display Name
- Email Address
- Website URL
- Address 1
- Address 2
- City
- State
- ZIP Code
- Work Phone
- Home Phone
- Cell Phone
- Notes
- Private Notes
- Birthday Month
- Birthday Day
- Agency UUID
- Opt Out of Mail List
- Opt Out of Email Events
- Opt Out of SMS
- Latitude
- Longitude
- Link Agency Address
- Biography
Action
Write
- DescriptionRequired
- AssigneeRequired
- Due Date TimeRequired
- PriorityRequired
- OIDRequired
- Remind by Email
- Remind by SMS
- Remind Minutes Before
Action
Write
- User IdRequired
- Start DateRequired
- Start TimeRequired
- End TimeRequired
- TitleRequired
- DescriptionRequired
- RecurringRequired
- Recurring Date
Action
Write
- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)Required
- Phone Calls (In Progress)Required
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)Required
- EmailsRequired
- AppointmentRequired
- OtherRequired
- ProfileRequired
Trigger
Instant
Try It
- Profile
- Account
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Write
- Lead IDRequired
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
Action
Write
- ProfileRequired
- Lead ID
- Lead TypeRequired
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Search or write