Create items in Rentman when pipeline stages change in LeadConnector
Effortlessly streamline your leasing process with this workflow. Once a change is detected in the pipeline stage inside your LeadConnector app, a new item is swiftly created in the Rentman app. This lean process not only aids in keeping your inventory up-to-date but also ensures timely communication with your prospective tenants, reshaping your property management strategy for the better.
Effortlessly streamline your leasing process with this workflow. Once a change is detected in the pipeline stage inside your LeadConnector app, a new item is swiftly created in the Rentman app. This lean process not only aids in keeping your inventory up-to-date but also ensures timely communication with your prospective tenants, reshaping your property management strategy for the better.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create an Item
Creates a new item. The item can be filtered on type using the "Item type" input field.
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
File Uploaded/Updated
Triggers when a file has been uploaded to an item, or when a file has been updated.
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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
CampaignRequired
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)
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
Item typeRequired
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