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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 "Individual Agent Zap: Client Has Signed Up" from Ruuster.

Add your action

An action happens after the trigger—such as "Get Lead/Contact by ID" in Wise Agent CRM.

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Zapier seamlessly connects Ruuster and Wise Agent CRM, 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.

Individual Agent Zap: Client Has Signed Up
Triggers when a new client has signed up in the app.
Trigger
Instant
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Individual Agent Zap: Preferred Vendor Contact Me Request
Triggers when a client clicks on the 'Contact Me' button in a preferred vendor's card on the Hire Professionals page.
Trigger
Instant
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Individual Agent Zap: Client Manages Saved Property
Triggers when a client adds or removes property from Favourites.
Trigger
Instant
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Individual Agent Zap: Client Completed Onboarding
Triggers when a client completes onboarding.
Trigger
Instant
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Individual Agent Zap: Client Runs a Search
Triggers when a client executes a property search.
Trigger
Instant
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Individual Agent Zap: Client Reassigned to a Different Agent
Triggers when an admin reassigns a client to another agent.
Trigger
Instant
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Individual Agent Zap: Requested Tour by Client
Triggers when a client requests tour on property details page
Trigger
Instant
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Individual Agent Zap: Create or Update a Saved Search
Triggers when client or agent creates or modifies a saved search.
Trigger
Instant
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Individual Agent Zap: New Client Invitation Sent
Triggers when a new client invitation is sent.
Trigger
Instant
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Individual Agent Zap: Client Contacted via Contact Agent Form
Triggers when a client sends a message via Contact Agent Form
Trigger
Instant
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Individual Agent Zap: In-App Chat Message Sent
Triggers when client or agent sends a message in the in-app chat.
Trigger
Instant
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Individual Agent Zap: Contact Information Was Updated by Client
Triggers when a client updates their contact information.
Trigger
Instant
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Individual Agent Zap: Client Views an Education or Providers.
Triggers when a client views Education or Hire Professionals pages.
Trigger
Instant
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Individual Agent Zap: Client Views a Property
Triggers when a client views property details.
Trigger
Instant
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- Client's First Name
  Required
- Client's Last Name
  Required
- Client's Email
  Required
- Client's Phone Number
  Required
- Client ID
- Agent's Email
Action
Write
- Contact/Lead ID
  Required
Action
Write

Brokerage Level Zap: Client Has Signed Up
Triggers when a new client has signed up in the app for all agents.
Trigger
Instant
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Brokerage Level Zap: Preferred Vendor Contact Me Request
Triggers when a client clicks on the 'Contact Me' button in a preferred vendor's card on the Hire Professionals page for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Client Manages Saved Property
Triggers for all agents when client client adds or removes property from Favourites.
Trigger
Instant
Try It
Brokerage Level Zap: Client Completed Onboarding
Triggers when a client completes onboarding for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Client Runs a Search
Triggers for all agents when a client executes a property search.
Trigger
Instant
Try It
Brokerage Level Zap: Client Reassigned to a Different Agent
Triggers for all agents when an admin reassigns a client to another agent.
Trigger
Instant
Try It
Brokerage Level Zap: Requested Tour by Client
Triggers for all agents when client requests tour on property details page.
Trigger
Instant
Try It
Brokerage Level Zap: Create or Update a Saved Search
Triggers for all agents when client or agent creates or modifies a saved search.
Trigger
Instant
Try It
Brokerage Level Zap: New Client Invitation Sent
Triggers when a new client invitation is sent for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Client Contacted via Contact Agent Form
Triggers when a client sends a message via Contact Agent Form for all agents
Trigger
Instant
Try It
Brokerage Level Zap: In-App Chat Message Sent
Triggers for all agents when client or agent sends a message in the in-app chat.
Trigger
Instant
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Brokerage Level Zap: Contact Information Was Updated by Client
Triggers when a client updates their contact information for all agents.
Trigger
Instant
Try It
Brokerage Level: Client Views an Education or Providers.
Triggers when a client views Education or Hire Professionals pages for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Client Views a Property
Triggers when a client views property details for all agents.
Trigger
Instant
Try It
- Webhook Type
  Required
Trigger
Instant
Try It
- 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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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 Ruuster and Wise Agent CRM 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 Ruuster to Wise Agent CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Ruuster

Ruuster is a home buying management platform for agents and clients to learn, plan, budget, and hire - all in one place.

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Sales & CRM

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

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