Showcase IDX integration with Salesforce
How to Create notes in Salesforce from messages in Showcase IDX
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create notes in Salesforce from messages in Showcase IDX" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Showcase IDX integrations
Showcase IDX actions
Nekton can use any feature that is available in Showcase IDX API.
Using our advanced AI, you can easily create custom automations for Showcase IDX.
Here are some typical actions you can do in your automated workflows.
New Lead
Triggers when a lead registers their account.
New Message
Triggers when a message is sent by a lead.
About Showcase IDX
Showcase IDX is a real estate search plugin for WordPress, optimized for lead generation.