Birdeye + Rex

Create new Birdeye customers from newly created Rex contacts

Easily streamline your customer management process with this efficient workflow. Whenever a new contact is created in Rex, it initiates an automated process to create a customer in Birdeye. This organization system reduces manual effort, ensuring accurate and instant customer addition in Birdeye from your Rex data. Manage your contacts more effectively by keeping your customer information up-to-date across both platforms.

When this happens...
Contact Created
Triggers when a Contact is Created.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

- Your Rex Agency AccountRequired
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- Your Rex Agency AccountRequired
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- Your Rex Agency AccountRequired
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- Your Rex Agency AccountRequired
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Instant
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- Your Rex Agency AccountRequired
- Limit to Lead Types
- Limit to Lead Assignees
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- Your Rex Agency AccountRequired
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- Your Rex Agency AccountRequired
- Limit to type
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- Your Rex Agency AccountRequired
- Limit to Mailing List
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- Your Rex Agency AccountRequired
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- Your Rex Agency AccountRequired
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Instant
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- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact IDs
- Property IDs
- NoteRequired
Action
Write
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- Associated record typeRequired
- Record IDRequired
Action
Write
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search
- Business NumberRequired
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Instant
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- Business NumberRequired
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Instant
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New Refund
Triggers when a new refund is created in birdeye
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New Invoice
Triggers when a new invoice is created in birdeye
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New Payment
Triggers when a new payment is created in birdeye
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- Business NumberRequired
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- Business IdRequired
- 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 IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write

- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
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- Your Rex Agency AccountRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
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- Your Rex Agency AccountRequired
- Lead IDRequired
- AssigneeRequired
Action
Write
- Your Rex Agency AccountRequired
- Match Profile CategoryRequired
- Contact IDRequired
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Due dateRequired
- RemindeeRequired
- PriorityRequired
- Contact ID
- Listing ID
- Property ID
- DescriptionRequired
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- TrackRequired
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency AccountRequired
- Calendar Event ID
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search
- Business numberRequired
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Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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Instant
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- Business numberRequired
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Instant
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- Business NumberRequired
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Instant
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- Business NumberRequired
- CRM Name
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- Business NumberRequired
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- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- 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 AmountRequired
- 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 UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- 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

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 more

Related categories

Reviews

About Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Birdeye customers from new sold/leased listings in Rex

Update Rex properties and create new customers in Birdeye

Create new Birdeye customers when tags are added to contacts in Rex

Birdeye + Rex

Create new Birdeye customers from newly created Rex contacts

Appraisal Created

Calendar Event Updated

Contact Updated

Contract Created

Lead Created

Listing Updated

Listing Sold/Leased

Contact Added to Mailing List

Note Created

Property Updated

Send Email

Create Lead

Create Note

Send SMS

Remove Tag

Remove All Tracks

Search for Full Contact

Search for Full Property

Cancel Appointment

Complete Appointment

New Refund

New Invoice

New Payment

Survey Completed

Create Customer

Update External Appointment Id in Birdeye

Mark Invoice as Paid

Calendar Event Created

Contact Created

Tag Added to Contact

Contract Status Changed

Listing Created

Listing Published

Tag Added to Listing

Contact Removed From Mailing List

Open Home Attendee Added

Tag Added to Property

Assign Lead

Create Match Profile

Create Reminder

Add Tag

Create Track

Search for Full Calendar Event

Search for Full Listing

New Appointment

New Canceled Invoice

Confirm Appointment

New Contact

New Lead

No Show Appointment

Create Appointment

Create Invoice

Get Contact Details

Update Appointment

About Birdeye

Related categories

About Rex

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates