RateMyAgent has integrated with Paperless Pipeline to retrieve your client data so that we can simplify your review collection process.
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Go to your agent dashboard and click on reviews>Easy Reviews>select Paperless Pipeline and connect.

A Zapier pop-up will appear prompting you to create a free account, once you create a free account you will be able to click Try this template.

You will then see the option to log into Paperless Pipeline, this will open an additional pop-up where you will click Authorize Zapier.

Once you authorize Zapier, it will take you back to the original pop-up where you will want to click continue.
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Next, click on the RateMyAgent box within the workflow and click sign in. This will prompt an additional pop-up where you will enter your Client ID and Client secret key that was provided to you by the RateMyAgent Support team.

Once you have connected RateMyAgent, it will take you back to the initial pop-up where you will continue. Once you have continued, you will need to Test trigger.

In this step, you will be able to select the transaction you would like to test with. Once you have selected a transaction, you will click Continue with selected record.

Finally, you will click the test step, once the test step has been completed you will receive a message message saying you have another thing automated!

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If you have any further questions, please feel free to out to our support using the chat on the right hand side of your screen, or email us at help@ratemyagent.com.
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