LeadConnector + MoonClerk

Manage new MoonClerk plans by adding or updating contacts in LeadConnector

Streamline your client management with this efficient workflow. Once a new plan is initiated in MoonClerk, an updated or new contact is then added in LeadConnector. This smooth process ensures consistency of client information across your sales and billing apps, cutting down on time and potential data errors. It allows you to dedicate more resources to improving your sales and customer service strategies.

When this happens...
New Plan
Triggers when a new recurring plan is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- 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

- Payment Form (optional)
Trigger
Instant
Try It
- Payment Form (optional)
Trigger
Instant
Try It
- Customer IDRequired
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