Connect Captivated and Pixxi CRM

Both apps 40Captivated 23Pixxi CRM 17

• Trigger
  New or Updated Contact

  Triggers when a contact is created or updated in Captivated.

• Trigger
  New Tag

  Triggers when a new contact tag is created.

• Trigger
  New Template

  Triggers when a new message template is created.

• Action
  Create or Update Contact

  Creates a contact, or updates the matching one, in Captivated.

• Action
  Create Tag

  Creates a contact tag.

• Action
  Create Template

  Creates a message template.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Tag

  Deletes a tag.

• Action
  Get Bulk Job Status

  Returns the status and results of a bulk message job.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  Get Message

  Returns one message and its delivery state.

• Action
  Get Tag

  Returns one tag by its ID.

• Action
  Get Template

  Returns one message template by its ID.

• Action
  Get User

  Returns one Captivated user by ID.

• Action
  List Contacts

  Returns a page of contacts, optionally only those updated since a time.

• Action
  List Conversation Messages

  Returns the messages in one conversation.

• Action
  List Tags

  Returns a page of contact tags.

• Action
  List Templates

  Returns a page of message templates.

• Action
  Send Bulk Messages

  Queues a batch of text messages and returns the bulk job ID.

• Action
  Send Message

  Sends a text message from one of your Captivated numbers to a recipient.

• Action
  Update Contact

  Updates the fields you supply on an existing contact.

• Action
  Update Tag

  Renames or recolors a tag.

• Action
  Update Template

  Updates a message template's name or text.

• Trigger
  Lead Created

  Triggers when a new lead is created in Pixxi CRM.

• Trigger
  Lead Updated

  Triggers when a lead's information is updated in Pixxi CRM.

• Action
  Add Activity Log

  Adds an activity log note to a buy or rent lead in Pixxi CRM.

• Action
  Add Lead

  Submits a lead to Pixxi CRM through one of your website forms, creating the lead in Pixxi.

• Action
  Add Listing

  Creates a new property listing in Pixxi CRM, optionally linking or creating its owner.

• Action
  Add Owner Activity Log

  Adds an activity log entry (a message or a call recording) to an existing owner record in Pixxi.

• Action
  Create Reminder

  Creates a task, event or viewing reminder in Pixxi CRM, optionally linked to a lead or listing.

• Action
  Delete Listing

  Deletes a listing in Pixxi CRM, or submits the deletion for approval when your workflow requires it.

• Action
  Delete Reminder

  Deletes a reminder from Pixxi CRM.

• Action
  Find Leads

  Searches your Pixxi CRM leads by phone number, ID or name and returns the matches.

• Action
  Find Owners

  Finds property owners in Pixxi CRM whose name, email, phone or ID matches the search text.

• Action
  Find Portal Leads

  Finds portal leads (property portal enquiries) in Pixxi CRM by the lead's phone number.

• Action
  Find Website Listings

  Returns website listings whose title matches the given text, optionally filtered by type, location, developer, price and size.

• Action
  List Listings

  Returns all listings in your Pixxi account, filtered by type, status, location, price, size, agent and portal state.

• Action
  Update Lead

  Updates an existing lead's details in Pixxi CRM, such as its name, phone, assigned agent or stage.

• Action
  Update Listing

  Updates an existing listing in Pixxi CRM, such as its title, price, status, details or portal publishing.

• Action
  Update Portal Lead

  Updates a portal lead by tagging it as a buy lead, rent lead, sell or rent listing, agent, or other, linking it to an existing record.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.