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Motion + Wise Agent CRM

Motion + Wise Agent CRM

Create tasks in Motion for new lead/contact webhooks in Wise Agent CRM

When a new lead or contact is added in your Wise Agent CRM, this workflow instantly establishes a corresponding task in the Motion app. Efficiently manage your tasks in one place and ensure important follow-ups don't fall through the cracks. Spend less time transferring data manually and more time nurturing your leads.

  1. When this happens...
    Create Lead/Contact Webhook by Type
    Create Lead/Contact Webhook by Type
    Create Lead/Contact Webhook by TypeCreate a webhook that triggers based on lead/contact activity in your account.
    TriggerInstant
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new Motion Task
    ActionWrite
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More things you can do with Wise Agent CRM and Motion

Discover other triggers and actions you can use with Wise Agent CRM and Motion

    • Webhook Type
      Required
    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Date Visited
      Required
    • URL Visited
      Required
    • Page Name
      Required
    Action
    Write
    • Contact/Lead ID
      Required
    Action
    Write
    • Email
      Required
    Action
    Write
    • Client ID
      Required
    • Address Type
      Required
    • Address Number
      Required
    • Address
      Required
    • Suite
    • City
    • State
    • Zip Code
    • Building Floor
    • Subdivision
    • P.O. Box
    • County
    • Country
    • MLS
    • Township
    Action
    Write
    • Activity Subject
      Required
    • Activity Note
      Required
    • Categories
    • Client IDs
      Required
    Action
    Write
    • Phone
      Required
    Action
    Write
    • First Name
    • Last Name
    • Email Address
    • Home Phone
    • Cell Phone
    • Business Phone
    • Fax Number
    • Company
    • Address
    • Suite Number
    • City
    • State
    • Zip Code
    • Source
    • Website
    • Categories
    • Note
    Action
    Write
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motion logo
About Motion
Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
Learn moreLearn moreHelpHelp
Related categories
Project Management
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wise-agent-crm logo
About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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