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Business App + Showcase IDX

Business App + Showcase IDX

Business App + Showcase IDX integrations

Create or update Business App contacts from new messages in Showcase IDX

Easily streamline your communication and contact management with this workflow. Whenever a new message is received in Showcase IDX, it triggers an update or creation of a contact in your Business App. This not only saves valuable time but also ensures your contact information remains consistent and up-to-date. Make use of this workflow to enhance your business efficiency today.

  1. When this happens...
    New Message
    New Message
    New MessageTriggers when a message is sent by a lead.
    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
business-app logo
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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