Business App + Showcase IDX
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.
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.
- When this happens...New Lead
Triggers when a lead registers their account.
- automatically do this!Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
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New Lead
Triggers when a lead registers their account.
Try ItNote for Vendasta App as trigger
Try ItAutomation IDRequired
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
New Message
Triggers when a message is sent by a lead.
Try ItCompany or Contact IDsRequired
Choose activity typeRequired
Check for existing activity based on an external identifier
Add team members
Add tags
Account ID
Customer Identifier
Search Existing
Business Name
Website
Categories
Country/Region
Address
State
City
Zip
Latitude
Longitude
Business Phone Number
Business Email
Toll Free Number
Short Description
Long Description
Facebook URL
Foursquare URL
LinkedIn URL
Twitter URL
Pinterest URL
Instagram URL
YouTube URL
Custom Fields
Return note
Return Fields
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
