ISN + LeadConnector

Schedule orders in ISN and add or update contacts in LeadConnector

Effortlessly manage your contacts when an order is scheduled in the ISN app. With this workflow, your scheduled orders will result in the seamless creation or updating of contacts in the LeadConnector app. This integration helps you maintain updated contact information and ensures the smooth expansion of your client base.

When this happens...
Order Scheduled
Triggers when an order has been scheduled.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

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

Client Updated
Triggers when a client has been updated.
Trigger
Polling
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Event Updated
Triggers when an event has been updated.
Trigger
Polling
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Order Canceled
Triggers when an order has been canceled.
Trigger
Polling
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Order Created
Triggers when an order has been created.
Trigger
Polling
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Order Scheduled
Triggers when an order has been scheduled.
Trigger
Polling
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- 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
- 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