Radius Agent + RealScout

Create active clients in Radius Agent for new clients in RealScout

Create a seamless workflow between RealScout and Radius Agent with this automation. When a new client is added in RealScout, it promptly generates an active client in Radius Agent. This way, you maintain an updated client list in both platforms, ensuring no client information is missed. This workflow brings value by saving you time and ensuring accuracy in your client management process.

When this happens...
New Client Created
Triggers when a new homebuyer is added.
TriggerPolling
automatically do this!
Create Active Client
Creates a new active Client
ActionWrite

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Supported triggers and actions

- Email Event TypeRequired
Trigger
Polling
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New Client Created
Triggers when a new homebuyer is added.
Trigger
Polling
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Change Client Status
Triggers when a change in client status is detected.
Trigger
Polling
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New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Trigger
Polling
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New Qualified Lead
Triggers when a new lead is qualified.
Trigger
Polling
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- Radius Assist vs Refer outRequired
- Lead Priority
- Lead Source
- Name
- Emails
- Phones
- Additional notes about client
- Lead Type
- Is Buyer Lead
- Is Seller Lead
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale Price
- Requirement City
- Requirement State
- Minimum budget
- Max Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Buyer property address
- Property name
- Property City
- Property state
- Zipcode
- Number of bedroom
- Number of bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale price
- Note
- Assign to
Action
Write

- Event TypeRequired
Trigger
Polling
Try It
- EmailRequired
- First NameRequired
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
Action
Write
New Disqualified Lead
Triggers when a lead is disqualified.
Trigger
Polling
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New Note
Triggers when a new note/activity is added to your lead.
Trigger
Polling
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- Client Source
- Name
- Emails
- Phones
- Additional notes about client
- Client Type
- Social Data
- Tags
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Sale Price
- Property Type
- Property country
- Transaction Type
- Minimum budget
- Maximum Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Requirement Neighbourhood
- Requirement City
- Requirement State
- Note
- Source Url
- Assigned To
- Assigned Lender Name
- Stage Id
- Stage
- Assigned Lender Id
- Price
Action
Write
- Lead Email
- Phone Number
- Disqualification Reason
Action
Write

About Radius Agent

Radius Agent qualifies leads using the assist program to help you close deals.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.

Learn more