Birdeye + Rex

Birdeye + Rex integrations

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 CreatedTriggers when a Contact 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 Rex and Birdeye

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

- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Limit to type
Trigger
Instant
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- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- 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 Account
  Required
- Type
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact IDs
- Property IDs
- Note
  Required
Action
Write
- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Associated record type
  Required
- Record ID
  Required
Action
Write
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- 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

- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Lead ID
  Required
- Assignee
  Required
Action
Write
- Your Rex Agency Account
  Required
- Match Profile Category
  Required
- Contact ID
  Required
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Due date
  Required
- Remindee
  Required
- Priority
  Required
- Contact ID
- Listing ID
- Property ID
- Description
  Required
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Track
  Required
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency Account
  Required
- Calendar Event ID
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- Business number
  Required
Trigger
Instant
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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
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- 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 Rex

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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