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Business App + Showcase IDX

Business App + Showcase IDX

Business App + Showcase IDX integrations

Create or update contacts in Business App with every new lead in Showcase IDX

Boost your productivity with this automated workflow that updates your Business App as soon as a new lead comes your way via Showcase IDX. This efficient process saves you time and ensures no prospect slips through the cracks. As soon as you snag a new lead in Showcase IDX, your contact list in Business App is either updated or a new contact is created. Let this system do the heavy lifting so you can focus on converting those leads into happy clients.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead registers their account.
    TriggerInstant
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
    ActionWrite
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More things you can do with Showcase IDX and Business App

Discover other triggers and actions you can use with Showcase IDX and Business App

  • Showcase IDX triggers, actions, and search
    New Lead

    Triggers when a lead registers their account.

    Trigger
    Instant
    Try It
    • Note for Business App as Trigger
    Trigger
    Polling
    Try It
    • Automation ID
      Required
    Action
    Write
    • Create or update note
    • External ID
    • Email
    • Phone Number
    • First Name
    • Last Name
    • Job Title
    • Additional Fields
    • Search note
    • Additional Search Fields
    • upsert_note
    • Overwrite Existing Data
    • Associate a Company
    • Company ID for Association (Optional)
    • Return note
    • Return Fields
    Action
    Write
  • Showcase IDX triggers, actions, and search
    New Message

    Triggers when a message is sent by a lead.

    Trigger
    Instant
    Try It
    • Company or Contact IDs
      Required
    • Choose activity type
      Required
    • Check for existing activity based on an external identifier
    • Add team members
    • Add tags
    Action
    Write
    • Create or update note
    • External ID
    • Platform account group ID
    • Company name
    • Street address line 1
    • Street address line 2
    • City/locality
    • State/province/region
    • Country
    • Zip/postal code
    • Additional Fields
    • Search note
    • Additional Search Fields
    • upsert_note
    • Overwrite Existing Data
    • Associate a Contact
    • Contact IDs for Association (Optional)
    • Return note
    • Return Fields
    Action
    Write
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business-app logo
About Business App
Business App provides a single place for your sales teams to view key information about your customers.
HelpHelp
Related categories
Sales & CRM
showcase-idx logo
showcase-idx logo
About Showcase IDX
Showcase IDX is a real estate search plugin for WordPress, optimized for lead generation.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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