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.
- When this happens...New MessageTriggers when a message is sent by a lead.
- automatically do this!Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
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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
- New Lead
Triggers when a lead registers their account.
Try ItTriggerInstant - Note for Vendasta App as trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- 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
ActionWrite
- New Message
Triggers when a message is sent by a lead.
Try ItTriggerInstant - Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- 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
ActionWrite- 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
ActionWrite
Business App provides a single place for your sales teams to view key information about your customers.
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