Plumsail Documents + IDX Leads Integrations
How to connect Plumsail Documents + IDX Leads
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Choose a Trigger
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Choose an Action
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Process NameRequired
EmailRequired
Creates a new lead in your IDX Broker account.
First NameRequired
Lead First Name.
Last Name
Lead last name.
Secondary Email
A second email for the lead.
Lead Password
Password for the lead in the IDX Broker system.
Lead City
City associated with the lead.
State or Province
State or Province associated with the lead.
Country
Country associated with the lead.
Zip Code
Zip code or Postal Code associated with the lead.
Phone
Phone number associated with the lead.
How Plumsail Documents + IDX Leads Integrations Work
- Step 1: Authenticate Plumsail Documents and IDX Leads.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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