LeadConnector + Practice

Create new LeadConnector contacts from newly submitted forms in Practice

Improve your lead management process with this automation workflow. When a new form submission is detected in your Practice app, the contact's information will be seamlessly added or updated in the LeadConnector app. This efficient process saves you time and ensures that all potential leads are managed consistently.

When this happens...
New Form Submitted
Triggers when a form has been submitted by a client.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Appointment Canceled
Triggers when a appointment has been canceled.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment has been created.
Trigger
Instant
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Appointment Rescheduled
Triggers when a appointment has been rescheduled.
Trigger
Instant
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New Form Submitted
Triggers when a form has been submitted by a client.
Trigger
Polling
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New Invoice Paid
Triggers when an invoice has been paid by a client.
Trigger
Polling
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New Package Booked
Triggers when a package has been booked by a client.
Trigger
Polling
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- LabelRequired
- Client emailRequired
Action
Write

- Custom Subscription ID
Action
Write
- TitleRequired
- ContentRequired
- StatusRequired
Action
Write
- EmailRequired
Action
Write
Pause Package
Pause a package for a client in Practice.
Action
Write
Remove Package
Remove a package from a client in Practice.
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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

Appointment Completed
Triggers when a appointment has been completed.
Trigger
Instant
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Appointment Outcome Updated
Triggers when a appointment has been outcome updated.
Trigger
Instant
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Attendee Added to Event
Triggers when a new attendee has been added to an event.
Trigger
Instant
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New Internal Form Submitted
Triggers when an internal form has been submitted.
Trigger
Polling
Try It
New Client Created
Triggers when a new client has been created.
Trigger
Polling
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New Note Created
Triggers when a new note has been created.
Trigger
Polling
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- Member
Action
Write
- First nameRequired
- Last nameRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Custom Subscription ID
Action
Write
- Label Title
- Label ID
- Client email
- Client ID
Action
Write
- New Start Date (YYY-MM-DD)Required
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