Boulevard + LeadConnector

Update LeadConnector opportunities when Boulevard appointments are cancelled

Manage your sales pipeline more efficiently by immediately updating the opportunities in LeadConnector when appointments get cancelled in Boulevard. This workflow swiftly reacts to appointment changes, helping to maintain current information and allow timely interventions in your sales process. Enhanced accuracy and timely follow-ups can lead to higher conversion rates, ensuring no leads are missed.

When this happens...
Appointment Cancelled
Triggers when an appointment is cancelled.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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New Appointment
Triggers when an appointment is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
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Order Completed
Triggers when an order is closed.
Trigger
Instant
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- First nameRequired
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
- DurationRequired
- ReasonRequired
- Title
Action
Write

- Appointment IdRequired
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order 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

Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
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- The ID of the Appointment or Client to be taggedRequired
- Tag IdRequired
Action
Write
- Client IDRequired
- TextRequired
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
Action
Write
- Client IDRequired
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
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