FanBasis + LeadConnector

Create tasks in LeadConnector for each new sale in FanBasis

Streamline your lead management process with this efficient workflow. Every time a new sale takes place in FanBasis, a corresponding task is created in LeadConnector. This ensures a smoother follow-up mechanism and spares you the manual work of duplicating entries between the two platforms. Enhance productivity and keep your team on track with organized tasks related to every sale.

When this happens...
New Sale
Triggers when any new or recurring sale occurs in FanBasis.
TriggerInstant
automatically do this!
Add Task
Adds a task to the account.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Charge Disputed
Triggers when any transaction is disputed by the customer.
Trigger
Instant
Try It
Dispute Won
Triggers when a dispute is marked won.
Trigger
Instant
Try It
Failed Payments
Triggers when any payment fails on FanBasis.
Trigger
Instant
Try It
Manual Transactions
Triggers when any manual transactions is done
Trigger
Instant
Try It
Referral Commission
Triggers when a referral commission is added to wallet.
Trigger
Instant
Try It

Subscription Cancelled
Triggers when any subscription is cancelled.
Trigger
Instant
Try It
Subscription Renewal
Triggers when any subscription is auto-renewed.
Trigger
Instant
Try It

- 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

Dispute Lost
Triggers when a disputed is marked lost.
Trigger
Instant
Try It
Qualify Leads
Triggers when a Lead is Qualified.
Trigger
Instant
Try It
Joined Discord
Triggers when a user joins discord server.
Trigger
Instant
Try It
New Sale
Triggers when any new or recurring sale occurs in FanBasis.
Trigger
Instant
Try It
Refund Issued
Triggers when any refund issued on FanBasis.
Trigger
Instant
Try It
Subscription Extended
Triggers when any subscription is extended.
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

About FanBasis

FanBasis is a marketplace for digital products & services, enabling creators & businesses to connect, scale, and create with trusted fans and clients worldwide.