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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Buyer Lead" from myHomeIQ.

Add your action

An action happens after the trigger—such as "Add Tags to Person" in Sure Send.

You’re connected!

Zapier seamlessly connects myHomeIQ and Sure Send, automating your workflow.

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.

New Buyer Lead
Triggers when a new buyer lead is generated.
Trigger
Instant
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- Client email
  Required
- Client phone number
- Property owner name
  Required
- Property full address
- Property street
- Property unit
- Property state
- Property zip
- Property city
- Property loan date
- Property loan amount
- Property home value
- Property sale price
- Property loan term
- Property interest rate
- Property loan type
Action
Write
New Call
Triggers when a new call is logged in the system.
Trigger
Instant
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New Email
Triggers when a new email is received or sent in the system.
Trigger
Instant
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New Note
Triggers when a new note is created in the system.
Trigger
Instant
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New Task
Triggers when a new task is created in the system.
Trigger
Instant
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Person Stage Updated
Triggers when a person's pipeline stage is changed in the system.
Trigger
Instant
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- Person ID
  Required
- Tags
  Required
Action
Write
- Assigned User
- Phone
  Required
- Note
- Is Incoming
- Duration (seconds)
- Person
  Required
- Occurred At
Action
Write
- Subject
  Required
- Body
  Required
- Is HTML
- Person
  Required
Action
Write
- Name
  Required
- Type
- Is Completed
- Due Date
- Due Date Time
- Assigned User
- Person
  Required
Action
Write
- First Name
- Last Name
- Full Name
- Email
- Phone
- Assigned User
- Stage
- Source
- Tags
Action
Write
- Person ID
  Required
- First Name
- Last Name
- Full Name
- Assigned User
- Stage
- Source
- Average Price
- Timeframe
- Timeframe Date
- Email Opted Out
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
- Merge Tags
Action
Write
- Search Query
  Required
Action
Search
- Search Query
  Required
- Person ID
Action
Search

New Seller Lead
Triggers when a new seller lead is generated.
Trigger
Instant
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New Appointment
Triggers when a new appointment is created in the system.
Trigger
Instant
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New Company
Triggers when a new company is created in the system.
Trigger
Instant
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New Lead Assigned
Triggers when a lead is assigned to you in the system.
Trigger
Instant
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New Person
Triggers when a new person is created in the system.
Trigger
Instant
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New Text Message
Triggers when a new text message is received or sent in the system.
Trigger
Instant
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Updated Person
Triggers when a person is updated in the system.
Trigger
Instant
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- Assigned User
- Title
  Required
- Description
- Location
- Is All Day
- Type
- Outcome
- Starts At
  Required
- Ends At
- Person
  Required
Action
Write
- Name
  Required
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- First Name
- Last Name
- Full Name
- Assigned User
- Stage
- Source
- Average Price
- Timeframe
- Timeframe Date
- Email Opted Out
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- Name
  Required
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Tags
Action
Write
- Company ID
  Required
- Name
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- Search Query
  Required
Action
Search
- Search Query
  Required
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect myHomeIQ and Sure Send 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your myHomeIQ to Sure Send integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About myHomeIQ

myHomeIQ connects homeowners with real estate, mortgage, and home service professionals

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Related categories

Marketing

About Sure Send

Sure Send is a customer relationship management platform that helps businesses manage contacts, track deals, and automate workflows.