Birdeye + LockedOn

Birdeye + LockedOn integrations

Create new Birdeye customers from new LockedOn clients

When a new client is added in LockedOn, streamline your workflow by creating a corresponding customer profile in Birdeye. This automation saves you time and ensures steady record management between both platforms. Utilize this workflow to foster efficient client management.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer for a specified business.
ActionWrite

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More things you can do with LockedOn and Birdeye

Discover other triggers and actions you can use with LockedOn and Birdeye

- Additional Payload
- Sample Payload Client ID
Trigger
Instant
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- Trigger Sources
- Sample Payload Enquiry ID
Trigger
Instant
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- Trigger Statuses
- Additional Payload
- Data Options
- Sample Payload Property ID
Trigger
Instant
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- Contact Name
  Required
- Email
- Mobile
- Home Phone
- Comments
- Address
- Client Tag
- Potential Seller
- Active Buyer
- Property Address
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
Action
Write
- Property Address
- Contact Name
  Required
- Email
- Mobile
- Home Phone
- Offer Amount
  Required
- Comments
- Address
- Client Tag
- Offer Date
- Potential Seller
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
- Contact 2 Name
- Email 2
- Mobile 2
- Home Phone 2
- Address 2
- Contact 3 Name
- Email 3
- Mobile 3
- Home Phone 3
- Address 3
Action
Write

- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
- CRM Name
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Id
  Required
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

- Trigger Type
- Sample Payload Contact ID
Trigger
Instant
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- Trigger Sources
- Sample Payload Inspection ID
Trigger
Instant
Try It
- Property Address
- Contact Name
  Required
- Email
- Mobile
- Home Phone
- Address
- Comments
- Client Tag
- Potential Seller
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
- Contact 2 Name
- Email 2
- Mobile 2
- Home Phone 2
- Contact 3 Name
- Email 3
- Mobile 3
- Home Phone 3
- Address 2
- Address 3
Action
Write
- Property Address
- Contact Name
  Required
- Email
- Mobile
- Home Phone
- Address
- Comments
- Client Tag
- Potential Seller
- Inspection Date
- Unique ID (optional)
- Disable Spam Check
- Create Referral Source
- Auto Create Client
Action
Write
- Business number
  Required
Trigger
Instant
Try It
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business number
  Required
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn moreLearn moreHelpHelp

Related categories

Reviews

About LockedOn

LockedOn is a feature-rich, automated real estate CRM and marketing platform built to help real estate agents list and sell.

HelpHelp

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CRM (Customer Relationship Management)

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