IDX Boost CRM Integrations
BetaPut IDX Boost CRM to work with AI and enterprise-grade automation
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Or pick an app to pair with
Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Deal Stage Updated
Triggers when a deal's stage changes in IDXBoost.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created in IDXBoost.
Try ItTriggerInstant - Person Stage Updated
Triggers when a contact's stage changes in IDXBoost.
Try ItTriggerInstant - Updated Contact
Triggers when an existing contact is updated in IDXBoost.
Try ItTriggerInstant
- New Appointment
Triggers when a new appointment is created in IDXBoost.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created in IDXBoost.
Try ItTriggerInstant - Tag Added to Contact
Triggers when a tag is added to a contact in IDXBoost.
Try ItTriggerInstant - Contact (Email, ID, or Phone)Required
- CollaboratorsRequired
ActionWrite
For builders
Let your AI safely access IDX Boost CRM
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No code
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Act in IDX Boost CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose IDX Boost CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a IDX Boost CRM connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "idx-boost-crm", owner: "me" });
await zapier.runAction({
app: 'idx-boost-crm',
action: 'addCollaborators',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
IDX Boost CRM Help & Support
Common questions
Related categories