fieldd + LeadConnector

Create and update LeadConnector opportunities from new fieldd bookings

Stay on top of new bookings in your fieldd app and seamlessly manage opportunities in LeadConnector with this automation. Once set up, this workflow triggers whenever a new booking occurs in fieldd, and then creates or updates an opportunity in LeadConnector. Streamline your booking management and ensure all resourceful information is captured for potential opportunities.

When this happens...
New Booking
Triggers when a new job is booked.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Mark Invoice Paid
Triggers when an invoice is marked paid.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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New Worker
Triggers when a new worker is created.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
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Add Lead
Add a Lead in fieldd
Action
Write

New Worker
Create a worker in fieldd
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

New Booking
Triggers when a new job is booked.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Trigger
Instant
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New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Trigger
Instant
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Update Quote
Triggers when a quote is move to an accepted, won or denied state.
Trigger
Instant
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Add Customer
Add a customer in fieldd
Action
Write
Create Order
Create a Order in fieldd
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