Zapier is a handy tool for integrating multiple apps without needing to know how to code or work with an API. Zapier is a free service for up to 5 zaps and 100 tasks. For more information on Zapier cost, visit their pricing page.
Once you've set up your account with Zapier, you can start setting up your Zaps.
- To create a brand new zap from scratch, click the Create Zap in your account:
- Your first step is to select your trigger. This will be your Showcase IDX application. Search for Showcase IDX and select it.
- Next, decide on your trigger event and then click continue.
The Showcase IDX Zapier Integration offers 2 trigger actions:
New Message - Triggers the Zap whenever a new message is sent through the plugin. This could be through a contact form, CMA form, Ask A Question or Schedule a Tour forms, or the Friends & Family comment section.
New Lead - Triggers the Zap whenever a new lead is entered through the IDX on your site, or in the admin.
- Choose your Showcase IDX account. If you're setting it up brand new, you'll have to be connect your IDX account.
- If you're not already signed in to admin.showcaseidx.com, you'll be prompted to sign in when you click the +Connect New Account button.
- If you're already signed into admin.showcaseidx.com, then you'll be able to select the IDX website you want to connect and click the blue Connect Website button.
- If you're not already signed in to admin.showcaseidx.com, you'll be prompted to sign in when you click the +Connect New Account button.
- Click Continue in Zapier, and test your trigger!
- You may need to create a new lead or message in order to proceed with test data, or you can skip the test.
- Your next step is to set up the Action. You will choose which app you want to send the Showcase IDX data to but searching for it and selecting it.
- Follow the on-screen instructions to connect your chosen app, which will vary depending on the app being connected.
- Next, you'll set up the action with the relevant data required for the connected action app to function. Again, this will vary depending on the app. You may wish to consult Customer Support for the connected app in order to accomplish your goals.
- Test and verify your zap works, turn it on and profit!
Important Information about the Showcase IDX Zapier Setup
Zaps created by an admin level user in Showcase IDX are extremely powerful. Admins can see all new leads in their IDX accounts, and also see new leads in their connect Zapier apps, unless they decide to filter those from the zaps.
To filter your zaps, use the "+" between your trigger and action and then select Filter on the right. You are setting up a condition for the Zap to continue to run.
When filtering, you will want to use the "Assigned To" field in the first box and enter your user name into the last box exactly as it is in Showcase IDX.
Here is a real life example of how this might look if you don't set up filtering as an admin.
- User A, an admin, makes a zap that puts any new lead into a third party app
- User B, a member, does the exact same thing
- User C, a member, does the exact same thing
- Lead 1 registers (Lead 1 gets assigned_to User B)
- User A's zap acts on the new_lead event, causing Lead 1 to show up in her third party app, despite the lead not being assigned to them BECAUSE she is an admin and her zaps will always fire. If she doesn't want the lead to show up in her FUB
- User B's zap acts on that event as well, causing Lead 1 to show up in his FUB
- User C's zap does not act at all, because the lead is not assigned_to them and they aren't an admin
Additionally, here is some sample data of what can be sent through Zapier:
For New Leads:
{
"id": 1,
"first_name": "Bob",
"last_name": "Vila",
"email": "bobvila@showcaseidx.com",
"phone": "220.982.1073 x6583",
"assigned_to": "Agent Name",
"created_at": "2021-06-17T19:37:19.944Z",
"updated_at": "2021-06-17T19:37:21.371Z"
}
For New Messages:
{
"id": 2,
"created_at": "2021-06-17T19:39:02.388Z",
"type": "message",
"listing_details": {
"sale_type": "For Sale",
"listing_type": "listing type",
"property_type": "Single Family Home",
"orig_mls_number": "6539301",
"listing_agent_id": "AGENT",
"listing_agent": "LISTING AGENT",
"listing_office_id": "EX123",
"listing_office": "listing office name",
"description": "Est. in 1873, Great Hill Plantation offers 329+/- acres of rolling lawns, woodlands, shaded groves, formal gardens & picturesque lake. Recently built Neoclassical manor home impresses grand facade. Details include a rotunda w/a dome, soaring ceilings, unparalleled craftsmanship, hand-painted details & high-end fixtures/finishes. Enjoy numerous covered balconies, elevator, a gourmet kitchen open to family room & a luxurious master suite. The property includes restored out buildings, a repurposed silo/grainery guest house, storage barn, horse barn & beautiful grounds.",
"status": "Active",
"short_sale": false,
"foreclosure": false,
"price": 15250000,
"hoa_monthly": 0,
"sqft": 13500,
"acres": 329.13,
"bedrooms": 7,
"bathrooms": 11,
"fullbaths": 8,
"halfbaths": 3,
"school_district": null,
"elementary_school": "elementary school",
"middle_school": "middle school",
"high_school": "high school",
"year_built": 2002,
"city": "city",
"county": "county",
"state": "GA",
"zip": "31004",
"address": "1234 Us Highway 41 S",
"subdivision": "None",
"street_name": "Us Highway 41 S",
"building": "None",
"unit_number": null,
"pets": false,
"pool": false,
"view": true,
"garage": true,
"carport": true,
"fireplace": true,
"basement": true,
"waterfront": true,
"eco_friendly": false,
"single_story": false,
"ada_accessible": false,
"public_mls_id": "mls",
"public_mls_number": "1234567"
},
"content": "message content",
"fields": {
"name": "Firstname Lastname",
"email": "a@a.com",
"mls_id": "fmls",
"source": "listing:info",
"mls_listing_id": "6539301",
"day": "weekend",
"time": "evenings",
"phone": "123.456.7890",
},
"lead": {
"id": 7,
"first_name": "Firstname",
"last_name": "Lastname",
"email": "firstname@example.com",
"phone": "123.456.7890",
"assigned_to": "Agent Name",
"created_at": "2021-06-17T19:38:39.167Z",
"updated_at": "2021-06-17T19:39:09.824Z"
}
}