Connect kvCORE to SmartFile and automate any workflow
How Zapier works
Zapier makes it easy to integrate kvCORE with SmartFile - no code necessary. See how you can get setup in minutes.
Select a trigger from kvCORE
Setup an action from SmartFile
That’s it! You just connected kvCORE to SmartFile
Connect kvCORE and SmartFile to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect kvCORE and SmartFile to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Campaign Zap IDRequired
Try It- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
- Path
Try It- New User
Triggers when a new user is created.
Try It
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try It - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
- New Group
Triggers when a new group is created.
Try It - The name of the folderRequired
- Path
