Zapier and Showcase IDX

Zapier is a handy tool for integrating multiple apps without needing to know how to code or work with an API.  The basic service is free for Showcase IDX, and may be free for whatever app you are wanting to integrate (check with Zapier to be sure).

Showcase IDX integrates with Zapier via a Beta-access Zap that can be found here (if you are already familiar with Zapier and how to use it).

If you aren't already a member, create a free account with Zapier and then continue below.

Once you have your Zapier account set up 

CLICK THIS LINK TO START YOUR SHOWCASE IDX ZAP!

Click through the onscreen options until you get to the following screen:

Once you see this screen, you are almost set!  Click the "CREATE THIS ZAP" button to advance.

The Showcase IDX Zapier Integration offers 2 trigger actions:
New Message - Triggers the Zap whenever a new message is sent through the plugin from a lead or visitor

New Lead - Triggers the Zap whenever a new lead signs up for your site, through a widget or the regular sign-in process

Choose which action you wish to setup, then continue to the next step. 

***IMPORTANT NOTE***

If you are triggering on "New Lead" creation, you must ensure there is already at least 1 lead on your site.  If not, you should create a test lead using an e-mail that is DIFFERENT FROM ALL OTHER MEMBERS OF YOUR TEAM.
Same for "New Message" --> there should be at least one new message in the system before this integration will work, so if needed send yourself a test message from within the plugin.

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To start, make sure you are logged in to your Showcase IDX agent admin (admin.showcaseidx.com) and haven't already integrated your account with Zapier before.

Once you click "Connect Account", you should be greeted by a pop-up window that looks like this:

Choose which site you'd like to integrate if you have more than one, then click CONNECT WEBSITE and the pop-up will go away on its own and you'll be ready to proceed.

The next step will attempt to test the account by looking up the most recent lead.

At this point, your Zapier account is now connected to your Showcase IDX account.  Your next step is to click the "ADD ACTION" button on the left-side of the Zapier screen.  This will allow you to choose which app you want to send the Showcase IDX data to.  This is a standard search field, so simply search for your app of choice and select it.

Follow the on-screen instructions for your chosen app, which will vary greatly depending on the app.  Once your are done, you can make sure the Zap is active and track its usage in your Zapier dashboard.