Realvolve + Ruuster

Create new Realvolve contacts for newly onboarded Ruuster clients

Seamlessly manage your client information with this convenient workflow. When a client finishes their onboarding process in the Ruuster app, their details are instantly captured and a new contact is created in Realvolve. Enjoy an easier way of keeping track of your clients, reducing manual data entry and saving valuable time.

When this happens...
Individual Agent Zap: Client Completed Onboarding
Triggers when a client completes onboarding.
TriggerInstant
automatically do this!
Create Contact
Creates or updates a contact in your account.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Client's Last NameRequired
- Client's EmailRequired
- Client's Phone NumberRequired
- Client ID
- Agent's Email
Action
Write
- Full Name
- Title
- Company
- Home Address
- Home Phone
- Home Mobile Number
- Home Email
- Work Address
- Work Phone
- Work Mobile Number
- Work Email
- Tags
- Contact Source
- Start Workflow on New Contact
- Start Workflow on Contact Update
- Run Update Workflow Only Once
- Record Owner
- Notes
- Attachment URL
- SMS Text Message
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
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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
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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
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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
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It

About Realvolve

The real estate CRM that works the way you do. Manage people, listings, transactions and activities with powerful workflows.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Ruuster

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

Related categories

Sales & CRM

Realvolve + Ruuster

Create new Realvolve contacts for newly onboarded Ruuster clients

Individual Agent Zap: Client Has Signed Up

Individual Agent Zap: Preferred Vendor Contact Me Request

Individual Agent Zap: Client Manages Saved Property

Individual Agent Zap: Client Completed Onboarding

Individual Agent Zap: Client Runs a Search

Individual Agent Zap: Client Reassigned to a Different Agent

Individual Agent Zap: Requested Tour by Client

Individual Agent Zap: Create or Update a Saved Search

Individual Agent Zap: New Client Invitation Sent

Individual Agent Zap: Client Contacted via Contact Agent Form

Individual Agent Zap: In-App Chat Message Sent

Individual Agent Zap: Contact Information Was Updated by Client

Individual Agent Zap: Client Views an Education or Providers.

Individual Agent Zap: Client Views a Property

Create Client

Create Contact

Brokerage Level Zap: Client Has Signed Up

Brokerage Level Zap: Preferred Vendor Contact Me Request

Brokerage Level Zap: Client Manages Saved Property

Brokerage Level Zap: Client Completed Onboarding

Brokerage Level Zap: Client Runs a Search

Brokerage Level Zap: Client Reassigned to a Different Agent

Brokerage Level Zap: Requested Tour by Client

Brokerage Level Zap: Create or Update a Saved Search

Brokerage Level Zap: New Client Invitation Sent

Brokerage Level Zap: Client Contacted via Contact Agent Form

Brokerage Level Zap: In-App Chat Message Sent

Brokerage Level Zap: Contact Information Was Updated by Client

Brokerage Level: Client Views an Education or Providers.

Brokerage Level Zap: Client Views a Property

New Contact

About Realvolve

Related categories

Similar apps

Zapier Interfaces

About Ruuster

Related categories