Manage new or updated NiceJob reviews by adding or updating opportunities in LeadConnector
When a review is created or updated in NiceJob, this streamlined workflow ensures the corresponding opportunity in LeadConnector is added or updated too. It's a hassle-free solution for keeping track of reviews and efficiently managing prospects in LeadConnector. Forget about manually transferring data and stay focused on delivering excellent customer service.
When a review is created or updated in NiceJob, this streamlined workflow ensures the corresponding opportunity in LeadConnector is added or updated too. It's a hassle-free solution for keeping track of reviews and efficiently managing prospects in LeadConnector. Forget about manually transferring data and stay focused on delivering excellent customer service.
- When this happens...Review Created or Updated
Triggers when a new review is created or an existing review is updated.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Try ItPerson IDRequired
Employee IDs
Name
Amount
Scheduled At
Complete
Completed At
Tags
EmailRequired
First Name
Last Name
Phone Number
Position
EmailRequired
First Name
Last Name
Phone Number
Address
City
Country
State
Unit
Zip Code
Company
Position
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Try ItPerson IDRequired
Employee IDs
Name
Description
Status
Completed At
Tags
Person IDsRequired
Subtotal
Discount
Tax
TotalRequired
BalanceRequired
Paid
Status
Tags
Person IDsRequired
Invoice IDs
AmountRequired
Description
Status
Tags