LeadConnector + Paythen

Update opportunities in LeadConnector for every successful payment in Paythen

Boost your efficiency with this seamless workflow where successful payments in Paythen result in creating or updating opportunities in LeadConnector. This process ensures your sales efforts are up-to-date, letting you monitor new potentials as soon as they arise. It's an easy, automatic way to keep your business on track and always ready for new possibilities.

When this happens...
Successful Payment
Triggers when there is a successful payment in your Paythen account. Includes upfront or ongoing payments, for all plan types.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Choose a Plan
- When a Customer's Status changes toRequired
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Paythen template linkRequired
- Customer emailRequired
- Plan nameRequired
- Total payment amountRequired
- A note about the optional fields
- Number of payments (optional)
- Currency (optional)
- Billing interval (optional)
- Delay payment plan start by X days (optional)
- Custom confirmation page link (optional)
- Plan description (optional)
- Include custom text in email (optional)
Action
Write
- Search by plan name
- Search by internal name
- Search by NFID
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

- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Search by email
- Search by name
- Filter by customer status (optional)
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